The Owner’s Capital Stack:
Financial • Intellectual • Relational • Social
Presented by Brand AMG, Story on Purpose, and Sage Consulting Group
About the Series
This invitation-only, quarterly breakfast is designed for owners and executives. Each session unpacks the real-world decisions that create premium outcomes—and how those choices translate into four forms of owner wealth.
- Financial Capital: Cash-flow quality, pricing power, working-capital discipline, capital structure, and liquidity paths that make a company investment-grade—and improve terms.
- Intellectual Capital: Transfer of founder/operator know-how (decision rules, risk and pricing heuristics, market intuition, partner playbooks, governance) so the business isn’t founder-dependent.
- Relational Capital: A professionalized leadership bench, a real board, partner trust—and healthy family alignment and succession.
- Social Capital: Brand and reputation—and the owner’s freedom of time so life isn’t tied solely to the business.
Event Details
Date: Wednesday, February 11, 2026
Time: 7:30–9:30 a.m. CT
Location: Forest Hills Country Club | 36 Forest Club Drive, Chesterfield, MO 63005
Why “Beyond EBITDA”?
Build to be investment-grade—whether you transact or not. Companies that stay investment-grade earn better pricing and terms today and preserve optionality—hold, recap, or sell on your timeline. Our method blends operator math with investment-grade storytelling—evidence, narrative, and proof signals that earn confidence from investors, lenders, and partners.
Featured Conversation
Guest: Jim Brennan, Owner & President, McKelvey Homes
Moderator: John Knicely, Story on Purpose
Schedule
7:30 a.m. — Coffee & Continental Breakfast
8:00 a.m. — Fireside Chat (moderated by John Knicely)
9:00 a.m. — Discussion & Networking
Space is limited. Please RSVP to reserve your seat.
Fill out the form below to register:
Speaker Bios
John Knicely:
John Knicely is husband to Melanie and father to Maverick. He founded Story on Purpose in 2019 after two decades as an award winning broadcast journalist in Charlotte, St. Louis, Dallas, and Seattle. After leaving an industry where authenticity was often lacking, John brought that authentic storytelling approach to business. John serves as a strategic advisor to owners and CEOs, bringing clarity and confidence to a story that strengthens culture and drives revenue growth aligned with their vision.
Jim Brennan:
Jim Brennan is the owner and President of McKelvey Homes, the St. Louis region’s oldest homebuilder, founded in 1898. With more than 40 years of experience in real estate and construction, Jim has guided the company through significant growth while remaining focused on long-term stewardship, craftsmanship, and community impact. He has served in numerous leadership roles within the Home Builders Association of St. Louis & Eastern Missouri, including President, and is a respected voice on housing and development in the region. Alongside his wife, Rose, Jim helped establish the 1898 Society, McKelvey Homes’ philanthropic initiative, and founded The Dance for Dravet, now the nation’s largest fundraiser supporting research for Dravet syndrome. Read more about Jim here.