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 of $10M–$500M companies. 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.
First Event Details
Date: Thursday, November 6, 2025
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: Darin Kassebaum, Owner, Cosmos Corporation
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.