Somewhere between hitting $1M in revenue and where you are right now, something changed.

You likely started your business to gain freedom, but that freedom got buried under a mountain of responsibility.

Revenue is growing, but your margins (and your free time) seem to shrink with every passing quarter.

Every new hire feels like they add stress rather than relief.

You remain the one making every key decision, and you’re still the one putting out all the fires.

This is what Dave Newell calls the “Complexity Threshold.”

It’s the point where your business outgrows its original design.

The load is no longer being carried by the infrastructure of the business; it is being carried entirely by YOU.

For our February Charting Opportunities event, we’re hosting Dave Newell, an expert in operational design and automation who specializes in helping founders who are “too busy to fix being busy.”

Dave isn’t just about cold systems; he focuses on the human element of leadership.

He understands that real scale requires “translation.”

It requires turning what you know into something your team can feel, ensuring the business moves forward even when you aren’t in the room, which is the key to the big sale at the end.

On February 11th, we’ll discuss:

• The 5 Facets of Business: Why being strong in three areas isn’t enough if the other two are creating a drag on growth.
• The Design Problem: Why your feeling of overwhelm isn’t a permanent condition. It’s a fixable structural issue caused by hitting the “Complexity Threshold.”
• Leadership as Translation: How to move beyond data points and use storytelling to connect emotion to purpose. When your team feels the message, they remember it, and execute it without you.
• The Escape Route: Practical steps to shift the burden back onto the business, where it belongs.
• Don’t be the bottleneck. Come learn how to build the machine.

Event Details

Date: Wednesday, February 11th

Time: 4:00pm (Live) / 4:30pm (Virtual)

Location: Triple C’s Barrel Room, Charlotte (or Virtual via the Portus Wealth Advisors YouTube Channel)

Who Should Watch This?

This session is critical for any business owner who is:

Feeling like every new level of growth requires more hours of personal work.

Struggling to get their team to care about the business as much as they do.

Ready to transition from “Founder” to “Owner.”

Preparing their business for a future sale by removing themselves from the day-to-day operations.

About the Series

The Charting Opportunities Business Owner Series is designed to give leaders real-world tools for growth and transition. This series features practical insights from experts across various fields, including private equity, M&A, ESOPs and more.