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: Thursday, June 4, 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 to hold, recap, or sell on your timeline. Our method blends operator math with investment-grade storytelling through evidence, narrative, and proof signals that earn confidence from investors, lenders, and partners.
Featured Conversation
Guest: Dean Niewolny, Vice President, Strategic Engagement, OneAscent Wealth
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.
Dean Niewolny:
Dean Niewolny is Vice President of Strategic Engagement at OneAscent Wealth, where he serves families alongside advisors and helps them align their time, talent, and treasure with their deeper purpose. Before joining OneAscent, he spent 23 years in executive roles at three major Wall Street firms, concluding his financial services career as a market manager for Wells Fargo Advisors in Chicago. In 2010, Dean left the corporate world to join Halftime Institute, where he later served as CEO and helped business leaders pursue greater meaning, impact, and balance in the second half of life. He is also the author of Trade Up: How to Go From Just Making Money to Making A Difference. Read more about Dean here.