Charting Opportunities

Map with notebook and magnifying glass laying on top

Portus Wealth Advisors presents “Charting Opportunities,” a monthly series offering business owners practical advice to help you grow. We understand entrepreneurs’ unique challenges and opportunities, and this platform provides you with the knowledge and tools you need to succeed.

Join us for live, in-depth discussions featuring industry experts covering a wide range of critical topics. From mastering estate planning and optimizing business insurance to navigating the complexities of financial planning, marketing, sales, and HR, we’re committed to delivering content that matters. We dive deep into real-world solutions, helping you move beyond basic strategies and achieve tangible results.

Charting Opportunities thumbnail for Greg Brown episode, including Greg's picture, logo (Cardinal Finance) and name of the episode (The Role of a Fractional CFO)

Greg explains how a fractional CFO could help grow your business.

Charting Opportunities thumbnail for Dr Carols Jorge Episode, including his picture, company logo (Companion Health) and name of the talk (Managing Stress as a Business Owner).
Charting Opportunities thumbnail for Erin Patterson episode, including her picture, company logo (Erin Patterson Law) and name of the episode (Estate Planning For Business Owners).

Dr. Jorge educates us on the impact of stress on health.

Erin discusses estate planning for business owners and transitions.

Brandon shares pre-sale charitable strategies to reduce taxes.

Charting Opportunities thumbnail featuring and Image of Robert Snowden, his company logo (South Park Advisors) and the name of the talk (Understanding Business valuations).
Charting Opportunities thumnail with Harold Howell's name, his company (Spartan Corporate Advisors) and the name of the talk (Commercial Insurance Strategies).
Charting Opportunities thumbnail for talk with Jay Ripley, including his picture, company logo (GEM), and name of the talk (Selling to Private Equity)

Rob covers everything you need to know about valuating your business.

Harold talks about aligning appropriate insurance for your business.

Jay enlightens on private equity and business acquisitions.