Summit

Topics:

Navigate the software (to win engagements) - Monday AM workshop
AI: Use of Claire
AI: Workflow innovation
Strategic Capacity
Discovery Process - Identifying the Emotion (facilitating the process and managing our own emotion)
PE Market Insights
Building Our Collaborative Team

Case Study

Price Packaging
Climbing the Business Growth Summit
Owner Dependency Tax (ODT - Joe Lorenz)

Method:

Panels
Case Studies
Business Owner Exit Talk

Sponsors:

Madison Insurance Group
BEI
Be Ready Exits
Mike Garrison's Strategic Referral Team

Summit of Senior Level Business Advisors Collaborating to Learn and Share Best Practices

Summit: Monday October 5 at 1:00 to Wednesday October 7 at 12:00.

Bonus Session! Monday 9-12: CLARITY Software 'How To' Deep Dive, George & Guests

Guiding Idea:

"Networked execution methodology that integrates advisors, proprietary software, data, and agentic AI into formalized collaboration matrices, aligning all towards increasing Strategic Capacity."

Panels, Presentations & Workshops

The 2026 Committee is working hard, putting together a killer event. Stay Tuned, get on the list! (below)

"There will be over 2,000 years of advisory experience in the room, and this Summit will leverage our collective knowledge as personal and business advisors. We will roll up our sleeves and together define best practices for winning engagements, delivering client wins, and collaborating as advisory teams. I am excited to have your voices in this unique and powerful event!" -George Sandmann, Founder &. CEO

GROWTH-DRIVE SUMMIT

October 5-6-7 2026, Charleston SC

2026 Growth-drive SUMMIT THEME:

Building an immortal business

RESERVE YOUR Seat!