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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. 

 

Christopher Swink

CEPA

What drives me and my passion to serve? My father was a business owner, so I had the unique opportunity to witness first-hand the challenges of not only running a business, but also the critical decisions around succession planning - both good and...

ABOUT CHRISTOPHER

What drives me and my passion to serve? My father was a business owner, so I had the unique opportunity to witness first-hand the challenges of not only running a business, but also the critical decisions around succession planning - both good and bad. I bring this experience, coupled with 25 years of wealth management experience to every family we serve.


Over the years, I've had the honor to serve dozens of business owners with $1B+ in assets develop a plan for financial security and freedom. Armed with this insight, my mission is simple: help successful entrepreneurs and business owners who are interested in an exit, or are in the process of exiting a business, understand the relevance of the transaction upon their life and legacy.


I have worked in conjunction with the business owners' M&A team, private equity firm, investment banker, CPA and attorney, to service & address their needs and concerns.


Specialties include:

Business liquidation & succession

Business advisory services

Exploring the options/strategies to sell the business

Corporate trustee services

Tax implementation of the sale

Investment Management

Financial Planning

Banking Services