Growth-Drive

C3D: The Future of Business Growth Advisory - Advance your business advisory skills with C3D, a certification program by Growth-Drive focusing on the three dimensions of business growth for senior professionals. https://hubs.li/Q02TRDRS0

Super excited to share this video reel that showcases our recent Summit conference in Charleston! This year's summit brought together industry leaders, innovative thinkers, and passionate advisors committed to driving growth and value in their businesses. From insightful speakers to engaging workshops, our attendees left inspired and equipped with actionable strategies. 👉 Feel free to download and share this video on your social media pages- don’t forget to tag us, @Growth-Drive, and let us know your thoughts. Let’s continue the conversation on how we can transform your advisory business together. #GrowthDrive #Summit2024 #BusinessAdvisors #Leadership #Networking #ForbesBooks

THE ADVISOR PLEDGE: this mutual pledge governs collaboration between #exitplanners and #businessadvisors. It is part of Growth-Drive's C3D Certification. Thank you BEI | Exit Planning community for highlighting the need, and separately to my good friend Mike Garrison https://hubs.li/Q02RX1jn0 for calling BS about "business advisors can't really refer CEOs to wealth advisors." BS, yes they can - we will show you how. The Pledge is guiding principals for collaborative accountability in an advisory team. Imagine the impact that living these principles will have: 1. I honor your relationship and role with the client. 2. We will collaborate regularly on plans and status updates. 3. We will coordinate in private to ensure a unified approach. 4. We commit to open communication and sharing relevant information that benefits the client's overall financial strategy 5. We will leverage our respective expertise to provide comprehensive, integrated advice that optimizes the client's business and personal wealth outcomes Would you taker this pledge? Might it help us execute against our community vision?

We had an incredible three days last week hosting the Growth-Drive Summit 2024 in Charleston, SC! We're still buzzing with excitement from the wealth of knowledge shared and connections made during our "Business Advisory in the Quantum Age" conference. From AI integration to strategic capacity analysis, we covered it all. Highlights included: • Keynote on CLARITY™ Strategic Capacity Analysis • AI as a force multiplier for business advisors • Expert panels on business value and M&A pricing • Hands-on workshops for delivering client wins A huge thank you to our amazing speakers, sponsors, and most importantly, our engaged community of growth-driven advisors who made this event truly special. Missed out this year? Don't worry – we're already planning for 2025. Stay tuned for updates and early bird registration. #GrowthDriveSummit2024 #BusinessAdvisory #AIinBusiness #ProfessionalDevelopment

The Art of Tax Strategies in Business Exits Explore expert tax and estate planning strategies for business exits with @Jeff Getty of Callan Family Office. Listen, learn, and elevate your financial planning skills. Click here for the full blog post: https://hubs.li/Q02Qjbg50

Check out our conversation with Jeff Getty about the critical aspects of exit planning. Here are the key takeaways: • Early tax planning is crucial for successful business transitions • Understanding Section 1202 and QSBS can unlock significant tax benefits • Collaboration among advisors is essential for optimal client outcomes • Customized strategies are vital - one size doesn't fit all in exit planning • Preparing your business well in advance maximizes transition success Jeff's expertise in transactional tax and his role at Callan Family Office highlight the importance of specialized knowledge in this complex field. Whether you're a business owner planning your exit or an advisor guiding clients, these insights can help navigate the intricate landscape of business transitions. What's your experience with exit planning? Share your thoughts below! 👇 #ExitPlanning #BusinessTransition #TaxStrategy #FinancialPlanning

Shorts: The Growth-Drive Methodology & Process https://hubs.ly/Q02PPP1X0

CEPA @Deborah Everson shares her inspiring journey of transforming a struggling retail business into a success story, culminating in a successful exit. She highlights the critical importance of maximizing transferable business value and creating options for clients. Listen to this week's Business Advisor Hot Seat Podcast https://hubs.li/Q02NPDLQ0 to learn more.

Here is a clip of this weeks blog post, "Advisors: Fixing the Kumbaya Lie.

Advisors: Fixing the Kumbaya Lie https://hubs.li/Q02N2SRG0