Access to Capital Conversations: Making Smarter Financial Decisions as Your Business Grows

As your business grows, the financial decisions you make become more connected—and often more consequential.

How you use capital today can affect your ability to grow tomorrow. Decisions around cash flow can influence both the strength of the company and your personal financial position. And choices involving key employees, ownership, and the future of the business can have implications that extend well beyond day-to-day operations.

In this Access to Capital Conversation, John and Austin Lentz of Strategic Wealth Group will join us to explore how CEOs can take a more strategic, big-picture approach to these decisions.

John brings more than three decades of experience advising professionals and business owners, while Austin works with clients using a macro financial planning approach that considers how each financial decision affects the larger picture.

Together, they’ll share perspectives on how business owners can think more intentionally about capital, cash flow, growth, protecting what they’ve built, and preparing for the future, while considering how the business can also contribute to the owner’s long-term financial goals.

The goal isn’t to look at any one financial decision in isolation.

It’s to better understand how the pieces work together so you can make more informed decisions for the business, your people, and your future as an owner.

Bring your questions and join the conversation.

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