As your business expands, your financial needs change, but how do you know when it’s time to move beyond a bookkeeper or part-time CPA?

Join us for a fireside chat with Mike Airhart and David Benner on how your company’s financial team should evolve from early-stage operations to being ready for major growth or an eventual exit.

Mike is an entrepreneur and business development leader who built and sold a boutique resort in Mexico and now helps local small business owners strengthen their financial foundations at Accountability Services.

David is Area President at FocusCFO®, where he helps business owners strengthen financial strategy and build long-term value, drawing on years of experience leading and growing companies across the Upstate.

We’ll cover:

Key business milestones that signal it’s time to strengthen your team
The roles of a CPA, fractional CFO, and advisory partner and when each makes sense
How strategic financial leadership supports fundraising, scaling, and long-term planning
Common challenges founders face as they grow and strengthen their finance team

Afterward, enjoy networking with Greenville’s community of business owners, investors, and innovators!

SCHEDULE

Check-in: 4:30 pm

Presentation + Q&A: 4:40-5:30 pm

Networking: 5:30-6:30 pm

**Light bites and drinks provided

Evolving Your Financial Team for Growth: From Startup to Exit