Charting Opportunities Thumbnail with hosts John Sanders and William Bissett sitting on the stage at the Barrel Room of Triple C Brewery in Charlotte, NC

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.

Season 2

Dr Mark Brinson headshot on the left. Evil Bone Water logo on the right. Charting Opportunities seres name tope center. Portus WEalth Advisors logo bottom center with "Episode being edited" banner above the Portus logo.

Mark shares the viral growth story of his Evil Bone Water pain and inflammation tonic.

Albert Taras headshot on the left. TCG company logo on the right. Charting Opportunties logo at the top with the Portus Wealth Advisors logo at the bottom and a banner saying "Episode Being Edited".

Albert talks about growing a business by finding things others missed.

Robert talks about the things you need to do to get ready to sell your business.

Anne Marie Holder of Spark Strategic Ideas Charting Opportunities epsiode thumbnail. Anne Marie's image on the left. Spark Strategic Ideas logo on the right. Portus Wealth Advisors logo bottom center. Name of the Epsiode "Branding vs Marketing" front and center.

Ann Marie expounds on Brand vs Marketing principles.

Charting Opportunities thumbnail for Matt Butler of Pair PEO for his talk, "HR as a Valuation killer?" Matt Butler iamge on the left. Pair PEO logo on the right. Rportus Wealth Advsiors logo at the bottom centered. Episode title middle centered.

Matt explains how PEOs can position a business perfectly for a sale.

Charting Opportunities thumbnail Featuring Russell Hughes of Hughes Realty Advisors.

Russell schools us on complexities of real estate connected to business.

Charting Opportunities thumbnail with a picture of Martin Eveleigh who successfully sold his business Atlas Captive, along with the heading "Building a Sellable Business".

Martin educates on how first-time sellers can succeed with pro buyers.

Dr Carlos Jorge and wife Nathalie Jorge together with their Companion Health logo on the right, intoruding them for their episode on Portus Wealth Advisors Charting Opportunities.

The Jorge’s talk about “true” partners running a family business.

Charting Opportunities thumbnail for the February 2026 episode featuring Dave Newell of Evolve Leadership Consulting Featuring image of Dave Newell, the Evolve Leadership Consulting logo and the title of the episode "Building a Business to Run Without You".

Dave educates on creating a business that runs without you.

Season 1

Charting Opportunities thumnails from the Building With Purpose episode featuring Doug Roe of Code Red Roofers of South Florida.

Doug shares the story of how generosity exploded his business.

John Lesnik discusses why he chose to sell his 10X business to an ESOP instead of taking a deal from Private Equity (PE) on the Charting Opportunities series.

John talks about his decision to reject private equity offers.

JT Schroeder - Charting Opportunities episode on "What to Expect from an M&A Advisor."

JT Schroeder educates founders on what to expect from an M&A Advisor.

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 can help grow your business.

Charting Opportunities thumnail for video series with image of guest, Andrew Ashur, Lucid Bots logo, and the heading Robotics in the workforce

Andrew shares his vision on how robotics is changing the workforce.

David Vines Charting Opportunities thumbnail for his talk on business docs with the Portus Wealth Advisors team. Image includes David Vine's headshot and the Hiedi E Royall Law logo

David explains why having your documents in order is imperative.

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).

Dr. Jorge educates on the impact of stress has on business owners.

https://portusadvisors.com/insights/estate-planning-for-business-owners/

Erin discusses estate planning for business owners in transition.

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).

Rob covers the “A” to “Z” about valuating your business pre-sale.

Harold Howell, Commercial Insurance Strategies, Charting Opportunities Thumbnail.

Harold shares how re-evaluating your insurance can save you thousands.

Charting Opportunities thumbnail for talk with Jay Ripley, including his picture, company logo (GEM), and name of the talk (Selling to Private Equity)

Jay enlightens on private equity and business acquisitions.