Owner’s Edge Montana
October 23, 2025
8:00 AM - 4:00 PM
Riverside Country Club
2500 Springhill Rd
Bozeman, MT 59718
Clarity. Control. Breakthroughs. One Day to Reset Your Company’s Trajectory.
A hands-on summit for business owners and leaders to solve growth bottlenecks, reignite momentum, and prepare for scale or exit.
CEOs
Founders
Executive teams
Register Now
4 industry-leading speakers to help you lead, scale, or exit with excellence.
Register Now
DEMYSTIFY YOUR MARKETING: A CEO’S GUIDE TO MARKETING CLARITY
Chris Loope, Boken
Marketing isn’t magic, it’s a system. In this session, Chris Loope reveals a proven framework that helps business leaders confidently assess, lead, and optimize their growth efforts. Whether you’re working with an internal team or an outsourced vendor, you’ll learn how to ask the right questions, track the right metrics, and avoid the expensive trap of unclear, assumption-driven marketing. Clarity drives control — and control fuels growth.
How Growth-Focused Companies Become Talent Magnets by Delivering What Matters
Steve Bendzak, Equity Catapult
Attracting and retaining top talent starts with how you lead. This session delivers five powerful tools every leader needs to create alignment, reinforce culture, and drive meaningful results. Steve Bendzak shares the frameworks that helped him scale teams and navigate nine mergers and acquisitions—demonstrating how clarity, consistency, and accountability aren’t just internal wins—they’re external signals to the talent you want to attract.
THE 3 GAPS EVERY BUSINESS OWNER MUST CLOSE
Jeff Streeter, Legacy CFO
Profit. Value. Wealth.
You can have strong revenue and still fall short of true financial freedom. In this session, Jeff Streeter will break down the three critical — and often overlooked — gaps that prevent business owners from building a company that supports both their lifestyle and long-term goals: the Profit Gap, the Value Gap, and the Wealth Gap.
Drawing from the Exit Planning Institute’s CEPA framework, Jeff will explain how to identify and calculate each gap, and why closing them is essential to your business, a successful exit, and a sustainable legacy. While solutions can be straightforward, the journey requires time, focus, and a commitment to change. You’ll leave with actionable strategies to begin closing these gaps — and building a business that works for you, not just because of you.
THINK DIFFERENTLY. STRUCTURE INTENTIONALLY.
Bret Pacheco, Bret Pacheco CPA
Bret will challenge you to look at your business through a different lens: purpose. From that foundation, he’ll show how tax strategy, legal structure, and operational decisions flow when your business model reflects your “why.”
Our gathering is designed for leaders who believe in the power of meaningful connections and continuous learning.
You’ll engage in real, candid dialogue, exchanging insights and building authentic relationships with peers who understand the challenges and opportunities you face.
Our presenters will deliver insider tools, proven strategies, and practical frameworks to help you grow as a leader, sharpen your vision, and strengthen the connections that drive your business forward.
Savor a cup of coffee and enjoy a protein-centered breakfast to fuel your body while connecting with like-minded business leaders.
Demystify Your Marketing: A CEO’s Guide to Marketing Clarity
Marketing isn’t magic — it’s a system. In this session, Chris Loope reveals a proven framework that helps business leaders confidently assess, lead, and optimize their growth efforts. Whether you’re working with an internal team or an outsourced vendor, you’ll learn how to ask the right questions, track the right metrics, and avoid the expensive trap of unclear, assumption-driven marketing. Clarity drives control — and control fuels growth.
How Growth-Focused Companies Become Talent Magnets by Delivering What Matters
Attracting and retaining top talent starts with how you lead. This session delivers five powerful tools every leader needs to create alignment, reinforce culture, and drive meaningful results. Steve Bendzak shares the frameworks that helped him scale teams and navigate nine mergers and acquisitions—demonstrating how clarity, consistency, and accountability aren’t just internal wins—they’re external signals to the talent you want to attract.
Enjoy the lunch provided by the Riverside Country Club to fuel yourself until Happy Hour at 4pm.
The 3 Gaps Every Business Owner Must Close
Profit. Value. Wealth.
You can have strong revenue and still fall short of true financial freedom. In this session, Jeff Streeter will break down the three critical — and often overlooked — gaps that prevent business owners from building a company that supports both their lifestyle and long-term goals: the Profit Gap, the Value Gap, and the Wealth Gap.
Drawing from the Exit Planning Institute’s CEPA framework, Jeff will explain how to identify and calculate each gap, and why closing them is essential to your business, a successful exit, and a sustainable legacy. While solutions can be straightforward, the journey requires time, focus, and a commitment to change. You’ll leave with actionable strategies to begin closing these gaps — and building a business that works for you, not just because of you.
What Gap will we each commit to building?
Interactive and thought provoking exercise.
Think Differently. Structure Intentionally.
How Your Why Shapes Business Design
Bret will challenge you to look at your business through a different lens: purpose. From that foundation, he’ll show how tax strategy, legal structure, and operational decisions flow when your business model reflects your “why.”
Best Idea of the Day For your Business
Interactive and thought provoking exercise to unearth next steps to leverage with learnings.
Enjoy tasty appetizers & beverages.
Owners Edge isn’t just another conference — it’s a working session designed to spark breakthroughs that will change the way you lead and run your company. In one day, you and your team will gain the clarity, tools, and strategies to remove growth bottlenecks, align your people, and position your business for scale or a successful exit.
Bring your entire executive team so you can act on these ideas together. If you can’t make it, send a key leader in your place — the ROI is too high to skip.
Seats are limited. Registration is just $499 per person. Lock in your spot now and give your business the clarity, control, and breakthroughs it deserves.
Owner’s Edge is founded and presented by Equity Catapult to help leaders build stronger companies, unlock growth, and prepare for what’s next. This summit was created for business owners, founders, and executives who refuse to settle for “good enough” and want to sharpen their competitive edge.
Our gathering is designed for leaders who believe in the power of meaningful connections and continuous learning.
You’ll engage in real, candid dialogue, exchanging insights and building authentic relationships with peers who face the same challenges and opportunities you do, right here in Montana.
Our presenters will deliver insider tools, proven strategies, and practical frameworks you can put to work immediately.
Don’t give your competitors the advantage. Seats are limited, and the leaders in the room will shape the future of Montana's business.
Ben Axtel
CEO & Founder, Boken Co
Chris Loope is a brand strategist, category design expert, and founder of Boken Co., a firm that helps businesses dominate their markets by redefining what success looks like. With decades of experience leading startups, raising capital, and guiding national brands, Chris now focuses on demystifying marketing for growth-minded leaders. He equips executives to confidently lead their internal teams or vendors by removing the guesswork and replacing it with clarity, control, and strategy.
CSL, System & Soul Coach
Steve, the visionary Founder of Equity Catapult, brings 31+ years of leadership, dedicated to propelling client success through brand building. Revered for his integrity and inspirational leadership, he engineers top-tier teams, consistently delivering exceptional results in both the private and public sectors. Steve exceeds ROI goals with strategic objectives that build shareholder equity and value.
His team achieved record-breaking EBITDA in Jarden Inc.’s $7B portfolio, leading unparalleled growth through an omnichannel business. Steve has participated in 7 mergers & acquisitions within partnerships, alongside legendary mentors. Today, post evaluation, Steve tailors tools and processes that foster team alignment to elevate sales, boost profits, and create enduring high-performance environments. When it comes to creating a magnetic culture of achievement and a mindset of abundance, the System & Soul framework leverages vision with accountability to operate more effectively.
Partner CFO with Partner B2B CFO
Jeff Streeter is the Founder of Legacy CFO Advisors, where he serves as a strategic financial advisor to growth-minded business owners. With over 35 years of leadership experience spanning finance, operations, and entrepreneurship, Jeff specializes in bringing clarity and structure to financial decision-making. His work focuses on improving cash flow, increasing business value, and preparing for successful exits. Leveraging a unique engineering-based approach, Jeff helps owners align business strategy with personal goals, ensuring their companies are built to last and ready for transition—whenever the time is right. A Certified Exit Planning Advisor (CEPA), Jeff is known for his ability to connect vision with execution and for his deep network of professionals.
CPA & Founder, Bret Pacheco CPA
Bret Pacheco isn’t your typical accountant. With over 20 years of experience guiding entrepreneurs, Bret helps business owners look beyond the numbers and understand the deeper purpose behind their company’s structure, strategy, and financial decisions.
Through his boutique CPA firm, he works with growth-minded leaders to align their tax and business design with the life they want to live. At the core of his approach is a powerful question: “Why are you really in business?”
Known for his clarity, empathy, and ability to think beyond spreadsheets, Bret will challenge you to rethink your financial story—and leave with smarter, more intentional choices for how your business is built.
