The Business Owner's Blind Spot

A business is one of the most powerful wealth-building tools available to anyone, but only if it's built the right way.
About this Event

This session is about understanding what makes a business a real asset, how to close the gap between where you are and where you want to be, and what it looks like to translate that into personal financial freedom. Here is what we will be covering:

Building a Business That's Actually Worth Something

• Why most businesses aren't as valuable as their owners think
• What actually drives business value, and what quietly works against it
• Why cash flow and profitability matter more than revenue
• How to start treating your business like the asset it could be

Building Wealth Alongside It

• How to build personal wealth that grows alongside your business, not instead of it
• What it looks like to have both: a valuable business and financial freedom outside of it

This event is for you if:

• You own a business with at least 15 full-time employees
• You don't have a clear picture of what your business would actually be worth to a buyer or successor
• You know you should be thinking about personal wealth and financial planning but haven't yet made it a priority

OR

• You are a B2B professional looking to increase your knowledge of business valuation and financial planning resources in order to better serve your clients.

Breakfast will be provided

For more information, contact Alexia at [email protected]

Sara Wolf is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities LLC, Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Neither Wolf Financial Advisory, Alexia McCuan, nor Profit Pulse are affiliated with USA Financial Securities LLC. This event is not affiliated with or endorsed by Lake Michigan College.