on-demand webinar
About this webinar
Discover simple, yet powerful ways to orient your business for growth next year by focusing on planning. Our strategic partner, Cultivate Advisors, will show you how to get a head start on building your plans and formalizing goals. Learn how a strategic growth roadmap can help you prioritize and improve business performance and enable your business to scale.

To make the most out of this game-changing discussion, take the Business Value and Health Assessment in advance of the webinar. When you click on the link, you'll need to set up a free Elevate by Principal account first. Not enough time? No sweat, you can take the assessment after the webinar too.
Agenda
Featured presenter(s)
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Dan Gramann
Co-founder, Cultivate Advisors
When Dan Gramann co-founded Cultivate Advisors in 2013, he wanted to form an advising team built by owners, for owners. He and his team have now built a business that advises over 1,000 small to mid-market businesses every month, overseeing over a billion dollars in client revenue annually. You could say that entrepreneurship is in Dan’s blood. His first job at 14 was as employee #1, working out of his parent’s basement, scanning boxes of papers for their courtroom consulting business. He watched them struggle to maintain the financial health of the house. He witnessed his father fight cancer while working the third shift at General Motors and running his own business during the day. His parents instilled in him a strong entrepreneurial drive, a disdain for excuses, and a deep understanding of the challenges and hardships of owning a business. Dan was just 21 years old and in college when he bought his first franchise in the home services industry. His hard work and dedication paid off, and the Franchisor leadership asked him to join their team so he could train and advise franchisees across the Midwest. He then moved on to an even larger franchise organization and traveled throughout North America, launching, training, and advising businesses. After helping so many franchises succeed in even the most difficult economic markets, Dan was ready for his next challenge: launching Cultivate Advisors. His experience in multiple industries helped highlight the core business foundations that all leaders need to scale successfully. It just made sense to Dan to support small-to-mid-market business owners that cared about scaling a sustainable business, better prepared for a healthy and higher valued exit. While Cultivate Advisors is not a business brokerage, brokers and wealth firms are consistently using Cultivate across the US as a strategic partner in their process.

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Chaun Powell
President, Elevate by Principal
Chaun Powell brings more than 20 years of experience in strategic leadership, commercialization, innovation, business and corporate development, and group purchasing organization negotiation to the Elevate by Principal team. Chaun comes to Elevate by Principal after spending much of his career in the healthcare industry, where he helped co-launch a medical device manufacturing firm and led several organizations by focusing on creating new businesses and innovative offerings, strategic direction, and tactical execution.

Webinar Details
Date: Tuesday November 12, 2024
Time: 1:00 - 2:00 PM Eastern Time (US & Canada)
Cost: Free
Language: English(Customized)
Webinar ID: a38ccfd645f8
Dial-in Info:
Dial-in number: +1 (312) 248-9348
Dial-in ID: #
Dial-in passcode: 8164#
Cultivate Advisors is a Strategic Partner and not affiliated with any member company of the Principal Financial Group. Cultivate Advisors do not offer securities products or investment advisory services.

Elevate by Principal is a trade name for Business Owner Ecosystem, Inc. Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392. Additional products and services may be offered through Strategic Partners that are not member companies of Principal Financial Group®.

All resources, including Strategic Partner resources, may be changed or canceled at any time.

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