Join us for a morning full of powerful learning designed for the everyday entrepreneur who wants to build realistic, sustainable wealth. Walk away with the proven framework to acquire, scale, and sell in both business and real estate to grow your personal wealth.
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You’re Invited:
Business Owner & Executive Briefing
You will discover:
How to shift from income earner
to wealth creator
How to create personal wealth
with the 3 pillars of wealth building
How to build passive income
from your businesses and real estate
How to get your first business
running without you
How to buy and sell businesses
with confidence
Date and Time:
January 15, 2026
9:30 a.m. -11:30 a.m.
Location:
Regus
110 Traders Cross 1st Floor
Okatie, SC 29909
Cost:
Our workshop is complimentary to you.
Bonus! All attendees are eligible to receive a free wealth strategy session, valued at $995.
Who This Event Is Designed For:
- Business Owners ready to buy, scale, or exit their business
- Growth-Focused Business Owners
- Established Entrepreneurs
- Aspiring Wealth Builders
Is this workshop right for you?
This workshop is designed for those entrepreneurs ready to stop chasing 10% improvements and start achieving 10x growth. You’ll discover exactly how you can acquire and grow businesses that generate positive cash flow immediately, while also leveraging real estate to create lasting generational wealth.
Meet Your Speakers
Jeff and Heather Yakes
Jeff and Heather each own and operate their own successful enterprises. Jeff built and led a thriving tax and accounting practice for many years before selling it to launch his next venture as a Fractional CFO, helping clients grow and manage their personal wealth through business ownership. Heather has spent over a decade building her internationally recognized business coaching firm, guiding business owners to build profitable businesses that work without them.
Their business achievements have allowed them to expand into real estate, developing a diverse portfolio of commercial and residential properties across multiple states. In 2023, they acquired a tennis and pickleball retail store on Hilton Head Island and are now preparing to open a second location.
Through following the same wealth-building blueprint they’ll share at this retreat, Jeff and Heather have grown their personal portfolio more than 100x. Their mission is to help business owners understand their numbers, increase business value, and achieve financial freedom.
Jeff and Heather live in Margaritaville near Hilton Head, South Carolina, and are proud parents of two accomplished adult children who have each built thriving careers of their own.
Arrive 15 Minutes Early
Register, come prepared to network, grab a good seat, and ask FAQs.
Free Parking
Parking is free and convenient. A parking lot is located at the front of Okatie Commerce Park.
No Ticket Required
Registration is required, but we'll have a copy of your ticket at the registration table.
Update Information
Send updated registration information if needed. Let us know if you need to reschedule.