Lowell Mora
Lowell Mora, President of Impact CFO, brings a wealth of expertise in leading small to mid-sized businesses. His extensive experience spans both family-owned and private equity-owned companies, making him a versatile and strategic advisor to CEOs.
Lowell is a sought-after speaker and financial expert, specializing in guiding family-owned businesses through the complexities of succession planning and profitable exits.
With decades of hands-on experience, Lowell has helped countless businesses secure their legacy and prepare for the future. His expertise extends across key areas like financial literacy, cash flow management, and leveraging debt to unlock growth. Known for his engaging, approachable style, Lowell delivers actionable strategies that empower business owners to make informed decisions and protect their company’s future.
Lowell has spoken at a variety of conferences, business summits, podcasts and industry events, where he shares his in-depth knowledge of family-owned businesses, financial management, and growth strategies. His engaging style and practical approach make him a favorite among audiences seeking clear, actionable advice.
Keynote Topic:
Ensuring a Legacy: Succession Planning for Family-Owned Businesses
Lowell explains the critical importance of creating a well-thought-out succession plan to ensure a successful transition or profitable exit. He covers:
- How to avoid common pitfalls and prevent business failure with advance planning.
- The role of financial literacy in decision-making and long-term stability.
- Effective use of debt and borrowing to maximize business potential while managing risks.
Other Topics:
What Every Small Business Owner Needs to Know: Understanding Your Financial & Cash Flow
Gain a deeper understanding of your financials and cash flow, and learn how these key factors drive business success.
Unlocking Value: How to Accurately Assess the Worth of Your Family Business
Lowell guides owners through the process of valuing their family businesses, ensuring a clear understanding of what their company is truly worth.
Mastering the 13-Week Cash Flow: Your Blueprint for Financial Stability
Lowell presents a step-by-step approach to implementing a 13-week cash flow strategy, helping businesses gain control over their finances.
Leveraging Debt Wisely: A Small Business Owner’s Guide to Strategic Borrowing
Learn how to use debt as a tool for growth, while minimizing risks and ensuring a stable financial future.
For Event Organizers
My Future Business Podcast Features
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The Disrupter Podcast
Beyond the Founder: Beating the Odds in Family Business Succession
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Lowell has worked with some of the top global leaders:
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