Speaking & Media
Keynotes, Workshops & Podcast Appearances
The founder of Bluefin Capital Advisors and author of The Climb to Significance is available for keynote presentations, executive workshops, and podcast interviews on topics ranging from M&A strategy to the personal journey of moving from success to significance.
Speaking Topics
Presentations That Transform Perspective
Each presentation is tailored to your audience and can be customized for length, format, and focus area.
The Climb to Significance
When Success Is Not Enough
The flagship keynote based on the book. Explores why high-achieving business owners feel a persistent "low hum" despite their success — and the practical framework for moving from achievement to enduring impact.
Ideal for: Business owners, YPO/EO groups, faith-based business organizations
Exit Planning as a Leadership Act
Preparing Your Business — and Yourself — for What's Next
Why the best exits start years before the transaction. Covers the emotional, financial, and operational dimensions of exiting a business you've built from the ground up.
Ideal for: Business owner groups, M&A conferences, financial advisor networks
Maximizing Business Value in the Middle Market
Strategies That Create Multiple Offers
Practical strategies for increasing enterprise value, professionalizing operations, and positioning your business to attract premium buyers in today's competitive M&A landscape.
Ideal for: Industry conferences, business associations, peer advisory groups
The Significance Workshop
A Half-Day Deep Dive for Business Leaders
An interactive workshop using the Climb Framework's tools: the Significance Scorecard, the First-Hour Playbook, and the "What I'm Carrying" exercise. Participants leave with a personalized action plan.
Ideal for: Executive retreats, leadership teams, peer advisory groups
Podcast & Media
Available for Podcast Interviews
Looking for a guest who brings real-world business ownership experience, a published framework, and compelling stories of transformation? Here are topics ready for discussion:
The journey from success to significance — and why it matters now
Why the best business exits start with personal clarity
The "low hum" that successful leaders feel but rarely discuss
How one business owner sold for 2.5x and lost 100 pounds
The Climb Framework: Recognize → Establish → Score
Faith, family, and business exits — navigating all three
Quality of Earnings: what every seller needs to know
Tampa Bay's M&A market and what makes it unique
Speaker Credentials
Author of "The Climb to Significance: When Success Is Not Enough"
Founder of Bluefin Capital Advisors — Tampa Bay M&A Advisory
20+ years of middle-market business ownership and advisory experience
Certified Exit Planning Advisor (CEPA)
Direct ownership experience across manufacturing, distribution, and marketing
Guided dozens of business owners through successful exits
For media inquiries, podcast bookings, or speaking engagement requests:
Get in TouchThe Book Behind the Message
The Climb to Significance provides the complete framework, field guides, and practical tools discussed in every keynote and workshop. Get the book to continue the journey.