Leaders Breakfast Forums
Forums for business owners to ask direct questions to industry experts and gain perspective on all areas of business
Built to Last, Ready to Exit Series
Whether you're nearing a transition or just starting to think about it, this three-part series will help you build a business that's ready when the time comes.
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Part One: What Is My Business Actually Worth?
Watch our September 2026 Leaders Breakfast Forum featuring Devin Wagner, Managing Director at Doane Grant Thornton. Gain clear insights on what buyers and successors actually look for when they value a business.
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Part Two: Built to Last, Without You
Watch our October 2026 Leaders Breakfast Forum featuring Bob Sartor, Senior Advisor at Stawowski McGill and Todd Millar, President of Millar Executive Development, for a practical moderated conversation on owner dependency, the single biggest value killer in private companies.
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Building a Sales Engine That Runs Without You
Watch our June 2026 Leaders Breakfast Forum featuring Gimena de Buen, CEO of Elefante On-Demand Sales + Marketing, and Jason Kawiecki, President of Jason Kawiecki Consulting Group. Gain clear strategies on how to build a strong, scalable sales function in a growing business.
Key Takeaways:
○ Set up your salesperson for success before you hire
○ Hire for empathy and discipline, not smooth talking.
○ Run a 30-minute weekly pipeline review as a coaching session, not an inquisition.
○ Qualify hard. A shiny contract that's the wrong fit can cost you more than it earns.
○ It takes 6–7 touches to close a deal, yet most salespeople give up after the first call.
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Understanding Your Banking Relationship For Growth
Watch our March 2026 Leaders Breakfast Forum featuring Sarah Romanuck, VP of Commercial Banking at RBC. Gain an inside look at how banks assess businesses, structure lending, and partner with growing companies.
Key Takeaways:
○ Uphold transparent communication with your banker to avoid surprises.
○ It's not deal-breaking to be offside covenants but it's very important to communicate an explanation and your plan to get back onside.
○ General guideline: operational lending limits of 10-15% of annual revenues; up to 20% if significant growth is expected.
○ 1 in 5 businesses has had a cyberattack, and 1 in 7 has lost money.
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