Three talks I give most.
01
Succession and exit planning
For owners 3–10 years from a transition, and the advisors who serve them
You'll leave your business one day — by sale, by succession, or by circumstance. This talk covers how to plan the exit before it plans you: valuation reality, the tax consequences of each path, and how to build a personal balance sheet that doesn't depend on the deal closing.
02
Building wealth outside the business
For business-owner associations, chambers, and first-generation entrepreneurs
Most owners reinvest everything back into the company and call it a retirement plan. This session lays out the 'second engine': paying yourself with intention, using the retirement plans available to owners, and investing simply enough that it actually happens.
03
Tax strategy for high-income owners
For CPAs' client events, executive groups, and physician and professional practices
Entity choice, retirement plan design, asset location, and timing — the handful of decisions that move a high earner's tax bill more than any investment pick. Delivered so the audience leaves with two or three moves to raise with their own CPA.
Keynote, panel, workshop, or podcast.
Whether you're a business owner, executive, or first-generation wealth builder, Ralph delivers educational content tailored to your specific stage of growth and the questions you face.
Keynote or panel
20–45 minutes for conferences and association meetings. Comfortable in a moderated panel or solo.
Workshop
60–90 minutes with a worksheet, built for owner groups of 10–40 who want to leave with a first draft of their own plan.
Podcast or webinar
Conversational and example-driven. Happy to tailor to your audience's stage of business.
Appearances
Nov 19, 2026 — Succession — panel on succession and exit planning for business owners. [Host / city].
Speaking & Media
I speak to business-owner audiences about the decisions that decide whether a company becomes generational wealth or stays a job with overhead. Practical, specific, and free of jargon.
Upcoming Appearances
Booking Instructions
Nov 19, 2026 — Succession — panel on succession and exit planning for business owners.
For speaking engagements and media inquiries, please email me directly. I will review your request within two business days to confirm availability and provide a short outline of the session.
Dec 05, 2026 — Building Wealth Outside — workshop for first-generation entrepreneurs.
Jan 15, 2027 — Tax Strategy — keynote for high-income owners and CPAs.
What to include in your request:
Event name and date
Target audience and size
Format (Keynote, Panel, Workshop, Podcast)
The outcome you want the room to walk away with