This was a conference for business owners. Cultivate Advisors works in the area of value acceleration. This is a methodology developed by the Exit Planning Institute. The business owners are working to increase enterprise value of their company. The business is valued and pegged to best-in-class. Our role was to educate business owners about tax strategies. Our mission statement is: We are your tax planning partner. Their goal is to increase the business profits, increase the business valuation, and increase the multiple of your business in the event of an exit or sale.
Cultivate Advisors is thrilled to announce the upcoming Catapult Conference, a premier event crafted to inspire and equip entrepreneurs and business leaders with the tools necessary for sustainable growth and innovation. Set to take place in Chicago on September 23 – 26. This conference promises to be a transformative experience, bringing together a diverse array of industry experts and visionary speakers.
The Catapult Conference is designed as a dynamic hub for learning and collaboration, offering attendees access to cutting-edge strategies, practical solutions, and the latest insights in business development. The event will feature keynote presentations from renowned business leaders and interactive sessions that focus on actionable techniques to elevate business performance.
A highlight of the conference is its lineup of distinguished speakers, who will deliver engaging talks on topics ranging from leadership to digital transformation. In addition, attendees will have the opportunity to participate in exclusive workshops, panel discussions, and networking sessions designed to foster connections and inspire innovative thinking.
“Cultivate Advisor’s Catapult Conference is more than just an event; it’s a pivotal moment for entrepreneurs looking to accelerate their growth journey,” expressed Linda Jensen. “We are excited to bring together a vibrant community of business leaders and provide them with the resources and inspiration to drive their ventures forward.”
This year’s Catapult Conference is uniquely tailored to address the evolving challenges and opportunities in today’s business landscape, ensuring participants walk away with actionable insights and a renewed vision for success.
Linda shared: “We are excited to help businesses increase their profits through strategies to lower taxes and business expenses.”
About Linda Jensen
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More: https://www.heartfinancialgroup.com/
Investment advisory services are offered through WealthWatch Advisors, an SEC-registered investment advisor. WealthWatch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.
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