WEBINAR | SCALING BEYOND $1M

Modernizing Money
after acquisition

For 7-Figure Businesses

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June 27, 2025 | 2:00 PM ET
Relay is a financial technology company and is not a bank. Bank services provided by Thread Bank, Member FDIC.
You closed the deal.

now it's time to fix the financial chaos

You’re stuck with spreadsheets, outdated tools, and books that haven’t seen daylight since dial-up.
Outdated software
Paper-based records
No cash flow clarity
Welcome to the part no one talks about — the messy financial handoff.
Join this live expert panel to learn how acquisition-minded entrepreneurs are turning financial chaos into modern, scalable systems that unlock growth.
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Every month you spend inside legacy systems costs you growth, clarity, and peace of mind.

You didn’t acquire a business just to babysit spreadsheets

Join us to learn how to clean up the chaos and get back to building.
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What you’ll gain

Spot the most damaging financial red flags
Modernize outdated books & eliminate cash flow chaos
Structure finances for clarity, compliance, & growth
Avoid common financial traps new owners inherit & learn what to fix first

WHO IT’S FOR

Owners/operators of recently acquired businesses
Entrepreneurs scaling their first 7-figure business through acquisition
ETA (Entrepreneurs Through Acquisition) cohorts and masterminds
Private equity teams helping new owners modernize and scale

Meet the panel

DR. Justin Brown
Visionary Founder & CEO @ Serve Bigger Collective & Friends & Family Spinal Care

Justin is the founder and CEO of Serve Bigger Collective, leading a bold effort to elevate Upper Cervical Chiropractic through strategic consolidation, operational excellence, and people-first leadership.

With decades of experience building, acquiring, and mentoring top-tier practices, including Florida’s premier NUCCA clinic, he brings a proven, purpose-driven approach to scaling impact without compromising integrity.

His vision: build a legacy that fuses profitability with purpose, one practice and community at a time.

NATHAN SHAFER
President/Owner @ Shafer Heating & Cooling

Nathan grew up in his family’s HVAC business and eventually purchased it from his parents. At the time, the company had plateaued at $1.4M in revenue, and Nathan was overworked.

Determined to break the cycle, he stepped away from daily operations, invested in coaching, and rebuilt the business from the ground up — scaling it to $6.5M in just three years, tripling the team, and earning back-to-back spots on the Inc. 5000 list.

Inspired by his mentor Howard Partridge, Nathan joined Phenomenal Business Coaching and eventually acquired the franchise, helping other small business owners escape the daily grind and scale sustainably.

RANDY WOODS
Acquisitions Executive @ Corum Group, Founders Advisor

With over 30 years of entrepreneurial experience, Randy has built, sold, and acquired companies across North America.

After co-founding, scaling, and selling multiple ventures, he went on to lead North American acquisitions for the company that acquired his — closing nine deals in seven years.

Now at Corum Group, he helps entrepreneurs navigate their most important transaction with clarity, empathy, and precision —  ensuring founders exit on their terms, with the value and legacy they’ve earned.

ROBYN MEYER
Sr. Account Executive @ Relay

Robyn is a key member of Relay's direct acquisition team, specializing in empowering mid-stage businesses to streamline their financial operations. She understands the complexities that come with growth and provides tailored solutions to help business owners achieve greater cash flow visibility and control.



By leveraging Relay’s platform, Robyn helps these businesses make informed decisions and improve profitability, so they can focus on expanding their operations, not their headaches.

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Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank2, Member FDIC. The Relay Visa Debit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. The Relay Visa Credit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc and may be used everywhere Visa cards are accepted. FDIC insurance is available for funds on deposit through Thread Bank, Member FDIC. Pass-through insurance coverage is subject to conditions.

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