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Three Gaps Every Business Owner Must Close

June 24, 2026 8:30 AM - 10:00 AM (EDT)

Description

Three Gaps Every Business Owner Must Close

Presented by Elevate Strategy & Consulting


Most business owners spend years building successful companies, yet many unknowingly leave profit on the table, limit the long-term value of their business, and approach exit planning without a clear strategy.

Join Lynn Bowser, CEPA, and Drew Webster, CFO, founders of Elevate Strategy & Consulting, for an insightful and practical presentation focused on the Three Gaps Every Business Owner Must Close: the Profit Gap, the Value Gap, and the Wealth Gap.


During this engaging session, attendees will learn how to:

  • Identify hidden profit opportunities within their business operations
  • Improve efficiency, cash flow, and financial performance
  • Increase enterprise value and create a more attractive, sellable business
  • Understand the factors that drive business valuation multiples
  • Develop a roadmap for long-term succession and exit planning
  • Align business value with personal financial goals and retirement objectives

Whether you are actively growing your business, considering future succession plans, or simply looking to maximize the return on years of hard work, this program will provide actionable insights and practical strategies that can have a significant impact on your company's future.

This session is designed for business owners, entrepreneurs, and executive leaders who want to build stronger businesses today while preparing for tomorrow's opportunities.


Who Should Attend

Business owners, entrepreneurs, partners, CEOs, presidents, and executive leaders responsible for the growth, profitability, and long-term success of their organizations.

About the Presenters

Lynn Bowser, CEPA is a Certified Exit Planning Advisor specializing in helping business owners align business value, personal wealth, tax strategies, and succession planning to achieve successful transitions and long-term financial security.

Drew Webster, CFO works with business owners to identify operational inefficiencies, improve profitability, strengthen financial reporting, and implement growth strategies that increase business performance and enterprise value.

Together, Lynn and Drew help business owners uncover hidden opportunities, maximize company value, and prepare for successful future exits.

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Contact Information

Elevate Strategy and Consulting
Name: Paige Holt
Email: pholt@financialguide.com
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