The Legacy Centre Speaker Series with Justin Goodbread

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Tue Apr 12, 2022

Note: Due to the timing of Spring Break in Knox/Blount Counties and people's travel schedules, our next Speaker Series will be on Tuesday, April 12. We look forward to seeing you there for this special event! Limited seating, reserve your seat today

"Your Baby's Ugly" presented by Justin Goodbread, USA Today bestselling author, Financial Planner, Exit Strategist

As a business owner, you’ve got an incredible asset at your fingertips. Your business is your baby, and it provides a great income for you, your team, and each of your families.

But is that enough? Can its sale provide enough of a profit to close your wealth gap? Will your business sell at all? You see, just because your business is valuable to you doesn’t mean prospective buyers or investors will see it that way. After all, only around 30% of family businesses transition into the second generation.

We know what you're thinking. How can that be? Right? Like any good parent, you have a deeply rooted attachment to your baby [your business]. You have nurtured it, celebrated its milestones, lost sleep over it, and even prayed for its future.

Now what? We say to you, don't stop now! Your baby's full potential is within your grasp. Today, you can start proactively setting the stage to grow your net worth, decrease your stress, and one day, sell your business for maximum profit.

Join us on Tuesday, April 12, at Chesapeake's for a special event featuring award-winning financial educator Justin Goodbread, Financial Planner, Exit Strategist, and USA Today bestselling author of Your Baby's Ugly: Maximize the Value of Your Business or You'll Have Nothing to Sell. During this event, with practical advice, Justin will explain why your baby’s ugly and how you can use the eight key areas of your business to grow its intrinsic value, translating into more sales, more profit today and eventually, more exit options. By doing so, you can bridge the value gap and make your baby beautiful to anyone who sees it!

Your RSVP is kindly requested by April 8th to reserve your seat and meal.

Note: We're excited to host this event in-person at Chesapeake's Restaurant (West) with a full breakfast! To help us reserve the appropriate number of seats and food, please ensure your registration is firm. We will not offer a virtual option. Please be aware we will continue to follow health guidelines. Guests are not required to wear masks but are welcome to do so. Thank you!

Meet Our Speaker: Justin Goodbread

Justin Goodbread, CFP® – CERTIFIED FINANCIAL PLANNER™, CEPA – Certified Exit Planning Advisor, CVGA, and Chief Strategy Officer, is an ambitious entrepreneur and a financial planner who makes God and family his priorities. Justin started his entrepreneurial journey at 15 years old and has started and sold multiple businesses.

Justin founded Heritage Investors in 2009 to help individuals, business owners, and retirees attain their financial goals. Justin also founded Heritage Business Advisors in 2019 to help business owners of all types realize their full potential. In 2022, Heritage Investors and Heritage Business Advisors were acquired by WealthSource and its affiliates.

Besides being a CERTIFIED FINANCIAL PLANNER™ professional, Justin holds an Associate’s degree from Abraham Baldwin Agricultural College in Environmental Horticulture Technology and a Bachelor’s Degree in Management from the University of Phoenix. In addition, he has earned the Certified Exit Planning Advisor credential and the Certified Value Growth Advisor certification.

So far, Justin has written two bestsellers, Your Baby's Ugly: Maximize the Value of Your Business or You'll Have Nothing to Sell and The Ultimate Sale: A Financially Simple Guide to Selling a Business for Maximum Profit. He has been featured nationwide including Forbes, Fox News, and Yahoo! Finance for his financial expertise.

When he is not working with clients or farming his own land, Justin goes on adventures with his wife, two sons, and daughter. He and his family enjoy exploring national historical sites, working on his farm, playing the piano and saxophone, eating pizza, and being active with the family’s church life.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Presenting Sponsor:

Coffee, full breakfast, and TLC served.

When

Tue Apr 12, 2022
7:15 - 9:00 a.m.

Where

Chesapeake's Restaurant & Event Center (West)
9630 Parkside Dr.
Knoxville, TN 37922

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