Montgomery Road Inc.

Keep The Money: Scaling Up
2026-04-08 09:30 - 23:30 (America/Chicago)
KEEP THE MONEY: SCALING UP – Virtual Workshop
Presented by Montgomery Road, Inc. (MRI)
Join us for a powerful virtual workshop focused on helping business owners build value, scale strategically, and plan for long-term success.
Date: April 8
Format: Virtual Workshop
Featured Speaker:
Larry Felts, CPA (retired)
Certified Exit Planning Advisor and Certified Value Builder
Workshop Schedule
9:30 AM – 10:30 AM
Building Value in Scaling
Beginning with the end in mind, Business Scaling focuses on growing your company with intention, structure, and strategy.
10:30 AM – 11:30 AM
Selling and Business Exit Planning
Most business owners focus on making money. The best focus on building value and creating options. This session helps you plan for what’s next, whether selling, transitioning, or forming partnerships, so you can position your business for flexibility, growth, and maximum value.
Register Below
Secure your spot and start building a more valuable, scalable business. Register here today: https://keepthemoney.eventbrite.com.
