Lowell has spoken at a variety of conferences, business summits, podcasts and industry events, where he shares his in-depth knowledge of family-owned businesses, financial management, and growth strategies. His engaging style and practical approach make him a favorite among audiences seeking clear, actionable advice.

Keynote Topic:

 Ensuring a Legacy: Succession Planning for Family-Owned Businesses

Lowell explains the critical importance of creating a well-thought-out succession plan to ensure a successful transition or profitable exit. He covers:

• How to avoid common pitfalls and prevent business failure with advance planning.
• The role of financial literacy in decision-making and long-term stability.
• Effective use of debt and borrowing to maximize business potential while managing risks.

Other Topics:

 What Every Small Business Owner Needs to Know: Understanding Your Financial & Cash Flow

Gain a deeper understanding of your financials and cash flow, and learn how these key factors drive business success.

  Unlocking Value: How to Accurately Assess the Worth of Your Family Business

Lowell guides owners through the process of valuing their family businesses, ensuring a clear understanding of what their company is truly worth.

 Mastering the 13-Week Cash Flow: Your Blueprint for Financial Stability

Lowell presents a step-by-step approach to implementing a 13-week cash flow strategy, helping businesses gain control over their finances.

 Leveraging Debt Wisely: A Small Business Owner’s Guide to Strategic Borrowing

Learn how to use debt as a tool for growth, while minimizing risks and ensuring a stable financial future.