Skip to content

GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Joseph Thompson

As a Certified Exit Planning Advisor (CEPA) and IRS Enrolled Agent (EA), Joe specializes in high-touch wealth management and strategic tax planning for business owners navigating the sale or acquisition of a company. With a focus on maximizing...

ABOUT JOSEPH

As a Certified Exit Planning Advisor (CEPA) and IRS Enrolled Agent (EA), Joe specializes in high-touch wealth management and strategic tax planning for business owners navigating the sale or acquisition of a company. With a focus on maximizing after-tax value and aligning personal wealth with business transition goals, He helps entrepreneurs build, preserve, and ultimately exit their businesses with confidence and clarity.