Breakfast, interactive, workshop, Q&A, and networking.
7:30 – 8:00 • Breakfast & networking
8:00 – 9:15 • Workshop
9:15 – 9:30 • Q&A
9:30 – 10:00 • Wrap up & networking
Diagnostic Topics
Revenue
Do you stand out? Do you know what’s working? Are people and tech aligned? Positioning & brand • Data & analysis • Process & tech
Exit Readiness
Are you personally and financially ready for transition? Owner readiness • Buyer attractiveness
Banking
Do your financials clearly signal value and bankability? SBA options • Acquisition financing • Risk perspective
Real Estate
Is your footprint helping or hurting valuation? Lease/own strategy • Location risk • Facility optimization
Why Attend
Business owners are expected to know it all—marketing, sales, finance, HR, real estate, exit planning—but the truth is, no one has the time to master every function. That’s where the Business Diagnostic Summit comes in.
This event brings together experts in marketing and sales, business brokerage, banking, commercial real estate, and human resources to give you a holistic view of your business health. You’ll gain insights into areas you may not even realize are holding you back and walk away with a tailored diagnostic report that highlights where to focus for growth, protection, and future readiness.
Through interactive sessions, you’ll not only learn how to tackle business problems that span multiple functions but also leave with a clear blueprint for your next steps.
If you want to stop guessing and start moving forward with confidence, this event is built for you.
360 Advisory Team
Steve Doyscher, MBA
Founder, B2B Growth Coach • Revenue Strategy
Multi‑disciplinary strategist across marketing, sales enablement, data, and ops.
Van Daughtry
Founder, Van Daughtry Consulting • Exit Readiness
Guides owners to maximize value and plan successful exits.
Michael Goddard
SBA Business Development Officer, Fidelity • Banking
Specialist in SBA‑backed financing for acquisitions and growth.
Amy Hoke
Senior Banker, Fidelity • Banking
Builds strong partnerships to tailor solutions that help clients reach their financial goals.
Diego Munoz
Advisor, KW Commercial • Real Estate
Commercial real estate advisor focused on strategic footprint decisions.