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
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