Day 1 — Your 5-Year Financial Forecast
Day 2 — Your 90-Day Game Plan
Who's in the Room
Four experts. Two mornings.
Each one brings something specific to this workshop.
Ryan Tansom
Ryan built and sold a $21M business, then spent a decade figuring out what he'd do differently. 480+ podcast episodes interviewing owners, operators, and advisors. He built the iBD Ownership OS™ — the ownership framework behind this workshop — and designed the 5‒year financial model with Pat. Ryan facilitates both days and walks you through the model step by step.
Kim Clark
Kim helps owner‒operators build predictable revenue engines that actually scale without the founder. She works with leadership teams to move beyond fragmented marketing and sales activity into a unified operating model with real economics underneath it. Kim co‒hosts both days and leads the Day 2 revenue breakout — if your biggest constraint is on the top line, she's your room.
Alan Beaulieu
Alan spent decades as President of ITR Economics analyzing business cycles, leading indicators, and macroeconomic trends. He translates complex economic data into practical, actionable insight — not headlines. Alan opens Day 1 with the macro context so your 5‒year growth assumptions are grounded in where the economy is actually heading.
Pat Hobby
Pat designed the iBD Financial Model, the tool that connects your revenue, cost structure, EBITDA, cash flow, and business valuation into one integrated picture. It's the financial visibility most owners spend years and tens of thousands of dollars trying to piece together from different advisors. Pat walks you through it on Day 1 and leads the Day 2 breakout on reading your financials the way a CEO should.
Build a Business That Gives You Options
Everything in this workshop (the forecast, the value gap, the 90-day plan) is pointed at one outcome: getting your business to the point where it gives you freedom of time and money, whether you scale, step back, or sell. We call it Independence Escape Velocity™.
The workshop is where you see how far away you are and what to do about it.
Space to Think.
A Plan When You Leave.
Most workshops hand you ideas and add to your to-do list. This one gives you something rare: two mornings of protected time to actually think about your business, with experts guiding you through every step.
You won't be asked to share your financials with anyone.
Come with a rough sense of your current revenue, cost of goods, and overhead. That's it. We'll do the rest together.
March 30-31 I 9 AM - Noon CST I Live, Interactive
3,500+ Owners Have Been Through This Workshop
"I came to understand our ownership KPIs"
Joan's family business is second-generation transitioning to third. She came looking for the KPIs they should be paying attention to and the things they hadn't thought about yet. She left with a load of notes and said she'd send the other partners so they're all on the same page.
Joan Siewert-Cardona
Partner & CFO/Sales, Ideal Printers
"Finally, clarity on where my future is headed"
Jimmy came in running day-to-day without clarity on what the future looked like. The workshop helped him tie revenue, profit, and cash flow together into one picture, then back into what his business needs to accomplish so he can decide where to spend his time and what to hire for next.
Jimmy Fritz
CEO/Owner of the Wedding Shoppe & Kennedy Blue
"It's all about the choices"
Dave's takeaway: the workshop shows you the next steps to position your company to have choices. Good financials, good advisors, and a clear view of what's in front of you. "It's all about the choices you can see in front of you. And if you have good financials and a good group of people advising you, you'll get there quicker."
Dave Hoeffel
Owner of Endurance Technologies
Frequently asked Questions
Who should attend this workshop?
Business owners doing $2M+ in revenue who are making decisions about growth, transition, or the future of their business without a clear financial picture underneath them. If you've never seen your revenue, costs, EBITDA, and valuation connected in one model, this is for you.
What if I'm new to Independence by Design™ ?
Most people in the room are. The workshop is designed to stand on its own. You don't need any prior experience with iBD. We start from scratch and build the picture together.
What will I walk away with after the workshop?
A forecast worksheet with your growth assumptions filled in, an economic outlook to ground your planning, a clear sense of your Value Gap (the distance between where your business is and where you want it to be), and a committed 90-day plan with one priority you've said out loud in front of other owners.
Can I bring a team member or business partner?
Yes. In fact, some of the best outcomes come from partners or leadership team members going through it together. Joan Siewert-Cardona attended and immediately said she wanted to send her other partners. Each person needs their own registration.
What makes this workshop different from others?
You do real work. Most workshops hand you ideas and add to your to-do list. This one gives you protected time to think about your business with a fractional CFO, an economist, and a revenue strategist guiding you through it. You leave with something on paper, not just notes from a lecture.
Do I need forecasting experience?
No. Ryan and Pat walk you through every line of the model. You just need a rough sense of your current revenue, cost of goods, and overhead. We do the rest together.
Is this only for certain revenue levels?
The model works for any owner-operated business, but the room is built for owners doing $2M to $20M+ in revenue. That's where the conversations, the peer dynamics, and the financial framework are most relevant.
What if I can't attend both days?
Both days are recorded and available in your account afterward. That said, Day 1 builds the financial picture and Day 2 builds the plan. They're designed to work together. If you can only make one, Day 1 is where the forecast happens.
Is this a sales pitch?
No. It's a working session. You'll spend six hours doing real work on your business. At the end of Day 2, I'll share how some owners continue the work through our 90-Day Blueprint program, but that's a five-minute conversation, not a two-day setup. If you leave with just the workshop, you still leave with real clarity.
Who is this NOT for?
Solopreneurs or early-stage founders still figuring out product-market fit. Owners who are looking for a motivational event rather than a working session. And anyone who isn't willing to sit with their numbers for three hours and actually think about where their business is headed.
It’s your moment to act
Limited access to our upcoming Workshop
Day 1:
Economist Alan Beaulieu sets the macro context. Then Ryan Tansom and CFO Pat Hobby walk you through the iBD Three-Statement Financial Model: revenue growth, cost structure, EBITDA, valuation, and cash at closing. You fill in your own numbers as we go.
Day 2:
Reflect on the last 90 days, assess where your biggest constraint is, choose an expert breakout (revenue with Kim Clark or finance with Pat Hobby), pressure-test your plan in a small group mastermind, and commit — out loud — to your One Thing for the next 90 days.