Increasing Business Value | Leadership Panel Discussion

Discover how to turn a successful company into a truly valuable, scalable, and transferable business.

Learn what drives enterprise value, how to reduce risk, strengthen teams and systems, and align your business with long‑term personal and financial goals.

Featuring a panel of experts in financial strategy, valuation, and business growth.

Speakers’ Background:

The panel features three experts bringing complementary perspectives to business growth and value creation. George F. Herget Jr., CEPA®, offers 37+ years of experience in financial strategy, investment management, and retirement and estate planning, helping owners align personal financial goals with business value and exit outcomes. Ralph Gigliotti, CPA, ABV, ASA, brings 25+ years in business valuation and risk identification, guiding owners to understand what their business is truly worth and uncover hidden risks that can reduce value. Amy S. Morin, MBA, CEPA, is a successful entrepreneur and Certified EOS Implementer® who helps leadership teams execute, scale, and build transferable businesses, operationalizing value creation and strengthening teams to reduce owner dependency.

Panelists