March 31 | 11:00 AM ET

Building Enterprise Value & Financial Freedom

A Live Executive Briefing for Service Business Owners ($1M–$20M)

Webinar Registration

Live 60-Minute Virtual Session

Business Freedom

If your business is your largest asset, the real question is:

Is it on track to fund the life you want — or is it just funding your workload?

Most owners are busy growing revenue. Very few know the exact number their business must be worth to achieve true financial independence.

This executive session will show you how to align business value, risk management, and personal wealth strategy — before you ever think about selling.

What You'll Learn

Michael Blumberg

The Freedom Point™: Knowing the Number That Sets You Free

How to calculate what your business must sell for to fund your desired lifestyle
The hidden frictional costs that reduce your actual net proceeds
The three zones of retirement risk every owner must understand
When to go 'Risk On' vs. 'Risk Off'
How to diversify your financial exposure before it's too late

Most owners focus on revenue growth. Sophisticated owners focus on net proceeds and optionality.

Russ Romano

From Operator to Owner: Financial Planning Strategies Every Business Leader Must Address

Financial Advisor | Retirement Income Certified Professional | Northwestern Mutual

Protecting your income and family in the event of disability or premature death
Safeguarding key employees who drive enterprise value
Structuring a financial roadmap toward independence and fulfillment
Turning business value into long-term personal security

Your business may be your greatest asset — but without planning, it may also be your

Who Should Attend

Owners of service-based businesses generating $1M–$20M in revenue

Founders building toward succession, scale, or exit

Business leaders who want freedom and wealth — not pressure and uncertainty

Why This Session Matters

Freedom doesn’t happen at closing. Freedom happens when your numbers, risk strategy, and wealth plan are aligned.

This is a strategic financial briefing for owners who want clarity on what their business must be worth, what they’ll actually keep, how to protect what they’ve built, and how to create options long before they need them.

Seats are limited to keep the session interactive.

Claim Your Spot Today

Blumberg Advisory Group, Inc. a leading research & consulting firm for the Field Service & Reverse Logistics Industry and a pioneer in helping companies manage service as a strategic profit center.