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10.30.25

Valuable Insight

On October 30th, business owners will connect with and learn from vetted Solutions Providers.

Business owners get vetted resources, while Solution Providers gain a potential partnership.

This creates a win-win environment.

AGENDA (2.5 hours):

General Session (info below)

First round: Solution Providers pitch to the group of attendees.

Second Round: Attendees (business owners) meet with three Solution Providers 1 on 1.

WHAT’S INCLUDED

  • A buffet dinner and beverages

  • Engagement with experienced professionals

  • Growth strategies from business owners

  • High value networking for viable new partnerships

What to Expect

When:
October 30, 2025 @ 6p.m.

Where:
Berkshire Hathaway HomeServices Carolinas Realty

- 6801 Carnegie Blvd STE 101, Charlotte, NC 28211

Ticket Fee:
$100 - Solutions Providers

$50 - Business Owners

Who are the Solution Providers?

Subject Matter Experts focused on supporting SMB’s

Kim Yancey

  • Fractional Operations

  • Project Leadership

  • Process & Systems Optimization

Summer Berry

  • Strategic Marketing

  • Event Planning

  • Social Media Management

Dan Braun / James Turner

  • AI Utilization

  • Marketing Automation

  • Strategic Consulting

Cole Diachenko

  • Branded Merchandising

  • E-Commerce Store Build

  • Trade Show Products/Displays

Griffin Bettencourt

  • SMB Loan Management

  • Sales Leadership

  • Revenue Optimization

Gary Gagnon

  • Fractional VP of Sales

  • Growth Acceleration

  • Revenue Forecasting

Jason Stier

  • Fractional CFO services

  • Cash Flow Strategy

  • Risk Reduction

Alexandra O’Connell

  • Website build & design

  • Brand Strategy

  • SEO & AIO Expertise

James Gorzynski

  • Business sale / exit

  • Acquisition Guidance

  • Operational Support

Jimmy Larkin

  • Video Production

  • Creative Mapping

  • Content Production

Adam Raimond

  • Staffing strategies

  • Headcount retention

  • Absenteeism

Trey Tucker

  • IT / MSSP Solutions

  • Technology Alignment

  • Cloud Migration

Navigating the Big Beautiful Bill: Tax Impacts on Small Business

Speaker: Kayla Auger, CPA – Tax Manager at CLA

Description:
Join CLA’s tax expert Kayla Auger, CPA, for a practical overview of the "Big Beautiful Bill" and its impact on small business taxes. Kayla will explain key provisions, tax-saving opportunities, and compliance tips to help SMB owners plan confidently—whether you run a startup or established company.

General Session

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Register today!

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