Why the Growth-Drive Summit Is Much More Than a Conference (And Why You Can’t Afford to Miss It)

The Growth-Drive Summit is a working retreat, strategic bootcamp, and community accelerator all rolled into one. It’s where you’ll learn transformative tools—PLUS you’ll apply them in real time, alongside top-tier peers who are serious about delivering measurable results for their clients.

If you're an advisor who works with business owners or CEOs, this is the one event this fall that could redefine the way you grow your practice, serve your clients, and elevate your brand:
The Growth-Drive Summit | October 6–8 | Charleston, SC

Let’s get one thing straight—this is so much more than your typical industry conference. You’ll leave with immediately relevant skills in biz dev, high-impact client discovery, and collaboration best practices expanding your role as the go-to advisor. 

Here’s Why You Should Be There:

1. Learn the Framework That’s Changing the Game for Growth Advisors

At the heart of the Summit is Strategic Capacity and the Three Dimensions of Business Growth, a proven framework that guides business owners to:

1. Generate predictable profits and cash flow
2. Create sustainable growth
3. Maximize transferable equity value

These are more than just buzzwords—they are measurable outcomes tied directly to Strategic Capacity. You’ll leave with clarity on how to diagnose gaps, create value-building plans, and guide clients from being stuck to becoming best-in-class competitors.

“The Growth-Drive methodology helped me shift from advisor to indispensable partner. My clients now see me as the key to unlocking their business’s full value.”

2. Access Hands-On Tools and Build Client-Ready Solutions in Real Time

You won’t just hear about growth theory—you’ll workshop the process that top advisors leverage in the field:

• The CLARITY™ Strategic Capacity & Business Value Report
  
  
• Simulators for revenue, profit, and valuation forecasting
  
  
• The Execution Leadership Business Operating System for building momentum inside client organizations

Every session is designed to help you build immediately usable strategies, and attendees consistently report that they leave with client-ready expertise.

3. Join a True Community of Strategic Advisors (Not a Room of Passive Attendees)

The Growth-Drive Summit attracts a deeply experienced group of:

• Business advisors and consultants
• Accounting professionals
• Wealth Advisors
• Exit Planners
• Fractional CFOs
• M&A and transition planning professionals
• PE Operators

Do you know how most conferences are about passive listening? This is different: The Growth-Drive Summit is about deep peer collaboration, strategic networking, and the shared vision of increasing $1 trillion in private company value by expanding strategic capacity.

You’ll walk away with new partnerships, expanded capabilities, and the confidence to raise your rates and deepen your impact.

BONUS: An AI Workshop Featuring ‘Claire Ai’—Your New Growth Advisory Superpower

This year’s Summit will feature a powerful new addition:
A bonus workshop focused on ‘Claire Ai’, Growth-Drive’s intelligent AI assistant, designed to help advisors:

• Turn your discovery data into strategy… better, faster, focusing on profits and transferable value
• Build client deliverables like proposals, reports, and value growth plans in minutes
  
  
• Automate client insights and improve advisory efficiency
• Track accountability, keep score and demonstrate the ROI from working with you
  
  

CLARITY™ enhanced with Claire Ai is the future of scalable growth advising—and you’ll be among the first to see it live.

This Is Your Invitation

If you’re ready to break out of the noise of traditional consulting and become a high-impact, growth-driving advisor, this Summit is your next move.

Charleston. October 6–8.
More than just another conference—a catalyst for achieving your next level.

Spots are limited, and last year’s event filled fast.
📍 [Reserve your seat now]