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Five Financial Pitfalls for Business Owners to Avoid

May 22 @ 2:00 pm - 4:00 pm



Join us to discuss financial mistakes commonly made by small business owners that can have serious consequences on the value of their businesses and how you can avoid them.  We will share various wealth building strategies and financial tools that you should know about to protect the value of your business, increase your liquidity, prepare your business for sale or succession, and to unlock the value of your business for your retirement, legacy, and more.

Please note: this webinar will not be recorded. Attendance is required.

Presenter: Paul Vitello

As a small business owner himself for more than 30 years, Paul has a passion for help fellow entrepreneurs grow their businesses. Having started a creative service business in 1983 with nothing more than sweat equity, a mentor who provided an opportunity, and an inherited entrepreneurial drive, he started a film and television post-production company that grew to generate more than 2.5 million in annual sales.  Becoming a SCORE Volunteer in 2017, he shares the many lessons he learned along the way.

Today as a Financial Service Professional he provides his small business clients with both the financial tools and the education on how to keep more of their hard-earned money in their pockets.

Guest Speaker: Andrew E. McReynolds, CFP®

President and Co-Founder, Monarch Grove Wealth Strategies

Andrew has always admired the positive impact business owners can have on the communities and people they serve, in addition to the respect for the daily courage, vision, and execution it takes to operate a successful business. This is why as CFP® and financial advisor for the last 15 years Andrew has focused his practice on providing benefits and access to specialized resources for small and medium sized businesses owners. He targets improvement to the C-suite, employee, and executive benefits, with the goal of helping recruit, retain, and reward the best in an organization and help them better realize their own success.


May 22
2:00 pm - 4:00 pm
Event Category: