| Years build a business. Value builds a legacy |

For many business owners, their company represents their largest financial asset. Yet few have a clear understanding of its current value or how that value impacts their retirement, succession plans, and long-term financial future.

Join us for an engaging panel discussion designed to help business owners better understand the value of their business and how it can serve as a powerful tool for growth, risk management, tax considerations, retirement planning, and future transition strategies.

Gain perspectives from a panel of industry professionals as they discuss real-world challenges and opportunities business owners face. Panelists will share practical insights, case studies, lessons learned, and key considerations to help you make more informed decisions about your business and future opportunities.

What We’ll Cover

✓ Understanding the value of your business and why it matters

✓ How business value impacts retirement and personal financial planning

✓ Identifying and reducing concentration risk

✓ Aligning business growth with long-term financial goals

✓ Preparing for succession and ownership transitions

✓ Strategies to enhance and preserve business value

✓ Tax considerations related to business growth, ownership transition, and exit planning

Featured Panelists

Chase Brakke, CEPA

Chase is Senior Vice President at North Star Resource Group, where he leads national teams and supports financial advisors focused on Business Owner Solutions such as business protection, insurance, and employee benefits, serving more than 150,000 clients. He brings nearly two decades of experience helping business owners and is also an active community leader focused on advancing financial literacy and mentorship. Chase’s leadership and volunteer contributions have earned recognition including the BestPrep Bunzel Volunteer of the Year Award (2018), Twin Cities Business Notable Leader in Finance (2021), and Invest in Others Volunteer of the Year Honorable Mention (2024).

Chase Brakke is a Non-Producing Registered Representative with Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Steven Nootbaar, CEPA, CRPS

Steven is a Certified Exit Planning Advisor and leads ExitWorks, an Atlanta-based practice focused on helping founder-led businesses build the structure needed to operate independently of the owner - key operational risks and unlocking greater enterprise value. Drawing on a background in analytics, operations, and systems design, he helps identify and resolve the hidden strain that builds as companies grow and owners become the central point of execution.

Steven Nootbaar is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by this individual is in no way related to Cetera Wealth Services, LLC or its registered representatives

Robert Franko, CPA

Robert is a CPA in Georgia and an Enrolled Agent (EA) authorized to represent taxpayers before the IRS. His unconventional path - from high school dropout, steadfast underdog, and VCR repairman to CPA, EA, and ex-police officer - shaped his practical, investigative approach to solving complex tax matters. He brings experience from the IRS, KPMG, and the State of Ohio in tax, compliance, and financial reporting.

Robert Franko is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by this individual is in no way related to Cetera Wealth Services, LLC or its registered representatives

Date: Thursday June 25^th, 2026

Time: 11:00am-12:30pm

Location: Taco Mac Duluth

3543 Peachtree Industrial Blvd, Duluth, GA30096

RSVP REQUIRED

*Complimentary snacks & refreshments provided*

| You can't chart the road ahead without understanding the value of the journey behind you |