Two Mornings. One Clear Outcome.
Build a 5-Year Forecast and Lock In a 90-Day Plan.
The financial model, the expert team, and the working session most owners never get.
March 30-31 I 9 AM - Noon CST I Live, Interactive
4.85 out of 5 (1,450 reviews)
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What to Expect
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?
What if I'm new to Independence by Design™ ?
What will I walk away with after the workshop?
Can I bring a team member or business partner?
What makes this workshop different from others?
Do I need forecasting experience?
Is this only for certain revenue levels?
What if I can't attend both days?
Is this a sales pitch?
Who is this NOT for?
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.