Many established business owners spend years serving customers, managing employees, and handling daily operations without stopping to evaluate what the business is actually creating for their future.
This interactive, in-person class helps owners think beyond the day-to-day and examine whether their business is positioned to create options to grow, sell, step back, transition, or fund the future.
Using case studies, guided discussion, and practical exercises, participants will examine how their personal goals, financial needs, and business value connect. Attendees will also receive practical takeaway tools, including a business readiness checklist and industry valuation information to help them begin thinking about what drives value in their business.
Come early at 9:00 AM for breakfast and networking prior to the course.
Thursday, November 5, 2026
9:30 AM to 11:30 AM
Come early at 9:00 AM for breakfast and networking prior to the course.
Serving clients in the Savannah and Hilton Head Island area as a financial advisor with Capital Analysts, Mike brings over 15 years of experience in the financial services industry to the team. He brings a wealth of knowledge to the areas of financial planning and investment advice, built on a foundation of listening and focusing on the unique situations of his clients. His experience includes generational family planning and assisting clients as they transition into care services during their most critical times of need.
Mike began his career in the finance industry at a large Fortune 500 financial firm, helping thousands of clients. After several years and gaining experience, he transitioned into a planning and consulting role, earning his CERTIFIED FINANCIAL PLANNER™ certification. In April 2024, Mike joined Capital Analysts to further his work with individuals, families, business owners, and organizations, diving deeper into strategic advice and tackling complex client situations.
Serving clients in the Savannah and Hilton Head Island area as a financial advisor with Capital Analysts, Chad brings a broad range of life experience through his previous experience as a combat veteran, cybersecurity specialist, and project manager. Chad is excited to use a combination of technical proficiency, creativity, and compassion to guide clients to make decisions which bring them closer to their life goals.
Chad earned his MBA from The University of Alabama, specializing in organizational leadership and supply chain modeling. He previously held both the CISSP and PMP certifications, demonstrating a strong foundation in cybersecurity and project management. Chad currently holds FINRA Series 7 and 66 registrations through his affiliation with Lincoln Investment, and he has earned the Financial Paraplanner Qualified Professional℠ designation. In addition, Chad is a licensed Life and Health Insurance agent, enabling him to provide comprehensive financial guidance across a broad spectrum of client needs.
The UGA Small Business Development Center is a Public Service and Outreach unit of the University of Georgia. This program is funded through a cooperative agreement with the U.S. Small Business Administration and is supported by federal taxpayer funds. Our federal funding disclosure can be found at www.georgiasbdc.org.
By registering, I certify that I am legally authorized to receive services funded by U.S. taxpayer dollars, in accordance with applicable federal law and regulations. All programs are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.
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