Business Basics: Stages of the Business Life Cycle

Now that you’ve started your business, where will it go next? The business life cycle can be mystifying, even to seasoned business owners!

Join Bo Banner & Bradley Bumstead of Clear Path Financial Planners to gain insight on the evolution of the typical business and what to expect when navigating each stage of your business lifecycle. This is also a great opportunity to meet other local business owners and entrepreneurs!

Registration is required for this session! Email to sign up. If you have any questions to submit ahead of time, please send them to Jeanette at


About the presenters:

Bo Banner:

Whether it’s becoming the top 1% of football players to play professionally, a financial advisor, or building a successful post-football career, goals work the same way on the football field as they do in life.

I was born in Vancouver British Columbia, and got an opportunity to play college football in the States for Central Washington University on a full scholarship, while I studied finance and economics. I was lucky enough to play professionally in the Canadian Football League with the Montreal Alouettes for 3 seasons.

When I am not working with my clients or on my business, you can find me reading books, doing extreme sports, planning fun adventures with my girlfriend, or having a family dinner and movie night.

Bradley Bumstead:

Integrating the CFP® code of ethics and practices into my planning, I help our clients gain clarity around their financial goals and not only create but implement their personalized plan to achieve their version of success. Our team specializes in implementing a comprehensive plan that integrates all 6 areas of one’s personal and corporate financial life with coordinated integration. We work best with successful professionals, business owners and executives who are focused on growing their business and value comprehensive advice. Our team empowers our clients to reduce taxes, invest smarter, and retire on their terms.

When I’m not crafting comprehensive financial plans, you can find me coaching my daughter’s soccer team, walking my pet Pomeranian Lil Miss, practicing my Mandarin Chinese, or perfecting the agenda for our next family Disney vacation.


The event is finished.


Apr 02 2024


6:00 pm - 7:30 pm


Community Room
Whistler Public Library, Main Street, Whistler, BC
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