Business Diagnostic summit
Discover how the connections between marketing, finance, HR, real estate, and exit planning can help you leverage your business—and receive a confidential diagnostic to guide your next steps.
Wednesday, Nov 12th
7:30 – 10:00 AM
Breakfast + Workshop + Q&A
Location
Raleigh, NC
Business Diagnostic summit
Discover how the connections between marketing, finance, HR, real estate, and exit planning can help you leverage your business—and receive a confidential diagnostic to guide your next steps.
Wednesday, Nov 12th
7:30 – 10:00 AM
Format
Breakfast + Workshop + Q&A
Location
Raleigh, NC
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 Generation
Multi‑disciplinary strategist across marketing, sales enablement, data, and ops.
Van Daughtry
Foounder, Van Daughtry Consulting • Exit Readiness
Guides owners to maximize value and plan successful exits.
Jennifer Murray
President, Onboard Solutions • Human Resources
Helps small businesses compete for top talent, strengthen culture, increase engagement, and reduce turnover.
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.
Agenda
|
7:30 – 8:00 |
Welcome & Breakfast Set your objectives and learn how the connected model creates leverage across your business |
|
8:00 – 9:00 |
Case Files: Marketing ↔ Finance ↔ HR ↔ Real Estate Real examples showing how decisions in one function impact cash flow, hiring, and growth velocity |
|
9:00 – 9:30 |
Diagnostic and Panel Q&A Guided self assessment to surface hidden gaps and opportunities in your operations and go-to-market |
|
9:30 – 10:00 |
Action Plan Prioritize your next move. Receive your confidential business diagnostic at wrap-up. |
Event Location
8045 Arco Corporate Drive Suite 110-A
Raleigh, NC 27617
Who Should Attend
Owners & CEOs
Leading $2M–$50M SMBs aiming to grow share and margin.
COOs & CFOs
Looking to align people, process, and capital with strategy.
Reserve your seat
Space is limited. Complete the form to receive confirmation and event details.
- Breakfast included
- Personalized diagnostic
- Follow-up action plan
Wednesday, Nov 12th
7:30am – 10:00am
Business Impact Center
8045 Arco Corporate Drive Suite 110-A
Raleigh, NC 27617
Register now
FAQ
Is this for any industry?
Yes. We focus on the universal levers: positioning, pipeline, capital, people, and footprint.
What should I bring?
Bring your questions and your top 3 challenges. We’ll guide you from there.
Will I get the materials?
You’ll receive a summary of your tailored business diagnostic after the event.
B2B Growth Coach
CRO‑level strategy + full‑stack execution (web, creative, media, automation, events).