Keynote Speaking Engagements Grow the Value of Your Next Event

In addition to expert financial planning, the team of professionals at Heritage Investors is available to speak at your next event or conference. The success of your engagement centers around the speaker’s knowledge of a subject as well as their flexibility. Our team has the ability to dive deep into the chosen subject, covering all required topics while also exhibiting the ability to work through “related” discussions. By tailoring the presentation to the audience’s specific needs, our educational speakers can increase the overall educational value of your event.

Currently, our team has researched and presented over 600 financial and business topics that could each be the subject of educational training or speeches. Contact us to discuss topics specifically addressing your company’s speaking and educational needs. Some of our most popular topics include:

Single-Business Events:

  • Strategic Planning – How to map out long-term goals.
  • Is Your Business Ready to Sell?
  • Beginning and Implementing an Employee Performance Review System.
  • How to Create a Business Budget – Zero-based or Incremental?
  • How to Streamline Your Accounts Payable and Accounts Receivable Processes.

Multiple Business Events:

  • Five Ways to Increase Your Business’ Long-Term Value.
  • Why Business Value is More Important than Business Profitability.
  • Is Your Business Ready to Sell?
  • Why an Advisory Team is a Must-Have to Sell Your Business.
  • What Do Buyers and Investors Look for in a Business?
  • Planning to Sell Your Business? How to Get the Most Value for Your Legacy.

In addition to large scale events and seminars, Heritage Investors is available on a limited basis for:

  • NEW: Personal, One-on-One Business & Financial coaching
  • Group Coaching
  • Exit Planning Strategies
  • Business Valuation Assessments
  • Guest Blogging
  • Interviews for Podcasts, blogs, etc.
  • Sponsorships & Influencer Promotion in Financially Simple Podcasts and Videos
  • Brand Ambassador

Schedule A Discussion Call

We would love to be a part of your next business event or training session. Please fill out the form below and a member of our team will review the details of your request and get back to you within 2 business days.