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 business 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.
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.
Looking Ahead
Our next gathering in the Beyond EBITDA Speaker Series is just around the corner on June 4th, 2026.
Don’t Forget to Register:
Date: Thursday, June 4th, 2026
Future Dates in 2026
September 10th
December 3rd
Schedule
7:30 a.m. — Coffee & Continental Breakfast
8:00 a.m. — Fireside Chat (future speakers TBD)
9:00 a.m. — Discussion & Networking
Space is limited. Please RSVP to reserve your seat.