• Breakout

The Growth Playbook: How To Scale Without Breaking The Business 

November 13, 2025 · 10:45 AM – 11:45 AM

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Moderator

Josh Donnelly

Josh Donnelly

Founder & Managing Partner

Stone Canyon Advisors

Panelists

Neil Cohen

Neil Cohen

Founder & CEO

Quantum CFO Advisory and Services LLC

Ron Montbleau

Ron Montbleau

CEO

Montbleau & Associates LLC

Anna Peterson

Anna Peterson

Founder

Zenimal

TThe best time to scale your business? Yesterday. The second best time? Now. In today’s fast-paced economy, understanding the best practices for expansion is essential.

How do you diversify your offerings strategically? What marketing tactics will fuel exponential growth? Should you expand locations, and if so, when? Is now the right moment to enter new markets—and how can you be sure?

Join a panel of accomplished entrepreneurs who have successfully scaled their businesses as they arm you with proven strategies for sustainable growth. They’ll help you navigate the challenges of expansion and provide immediately actionable insights, even amid economic uncertainties.

Key Takeaways:

  • Learn battle-tested growth strategies that drive real-world success.
  • Assess your readiness to scale - and determine the right timing for expansion.
  • Understand essential business shifts needed for sustained growth.
  • Identify common scaling pitfalls - and how to avoid them.
  • Receive hands-on advice from industry leaders and financial experts who know what it takes to scale in today’s changing economy.

You’ll leave this discussion armed with practical strategies, confidence, and the tools needed to fuel your business’s next stage of growth.

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