Most businesses don’t invest too much. They invest too late.
By the time sales slow, cash tightens or a key person leaves, you’re paying for urgency instead of strategy. This 45-minute executive briefing is for founders and owners of purpose-driven, community-focused companies who are planning for 2027 and want to build something that lasts.
Three advisors who sit on different sides of the table (banking, investing and marketing) will share how to shift from “Can we afford it?” to “What do we need to fund early?”
What you’ll walk away with
- Capital’s three jobs: building capacity (cash and credit), demand (trust and visibility) and independence (systems and leadership)
- Why the best time to talk to your banker is before you need anything, and what to bring
- How marketing becomes an asset your business keeps, not a campaign that disappears
- A four-question test for any investment you’re weighing for next year
- One funded 90-day decision, not a list of ten ideas
Your hosts
- Dave Elder, Merit Financial Advisors
- Katie Smith, Wild Path Consulting
- Collette Brown, Georgia Banking Company
Thursday, October 29 | 12:00pm ET / 10:00am MT | 45 minutes plus Q&A
No sales pitch. Just a peer-to-peer conversation. Bring your questions.