Not all business owners are the same, and neither are their paths to growth or their distinct personal drivers and business challenges.

Beyond the $20M+ companies, many Main Street businesses have immense potential but struggle with outdated mindsets, funding fears, or operational gaps that make scaling feel impossible. Are they debt-averse or ready for investors? And more importantly—are they operationally ready to handle growth capital without breaking?

Join Colleen and Aaron as they dive into the nuances of scaling an emerging business, assessing operational readiness, and finding the right funding strategy for their unique journey.

Help your clients not only understand strategies to grow their business but decide among a myriad of financing options—from traditional bank lending and SBA programs to private equity or venture capital, seller financing, employee ownership, and other creative deal structures. And learn how to identify whether they’re ready to deploy that capital successfully or what needs to be fixed first.

(Purchase of this product will include a link to the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by Collen Ferrary and Aaron Brand