The Gateway to Growth™ program is a transformational experience designed to guide business owners through the financial and operational foundation needed to build a business that supports the life they truly want.
Broken into three strategic stages and nine intentional steps, this framework helps bring insight to your vision, strengthen your business, and position you for long-term success—with tangible, measurable outcomes at every turn.
Stage 1: Clarity & Control
Lay the financial and personal groundwork for intentional growth.
1. Future Plan – Envisioning Your Life of Meaning
As the Mad Hatter once told Alice, “If you don’t know where you’re going, any road will get you there.” We don’t want to be like Alice. You’ll clarify your personal and professional vision, define your ideal future, and establish a financial roadmap to bridge the gap from where you are to where you want to be—including a visualization or written narrative and a detailed assessment of your financial starting point.
2. Cash Flow Catalyst – Turn Cash Confusion into Control
Gain visibility into your cash flow through simple yet powerful tools. Understand the key differences between revenue, profit, and cash; forecast with perspective; create a savings system that provides protection, encourages growth, and supports living your life of meaning.
3. Tax Strategy – Use the Code to Keep Your Cash
Taxes are unavoidable—but overpaying is not. You’ll learn how the tax system works, how to optimize deductions without wasteful spending, and how to align your business structure for tax efficiency.
Stage 2: Strategy & Scalability
Translate your vision into a business that’s built to grow.
4. Business Strategy – Aligning Vision with Action
Craft a strategic plan for your business by defining your values, strengths, and multi-year goals. Identify what’s working, what’s missing, and where to focus next. You’ll build a strategic plan rooted in your vision and grounded in financial reality.
5. Revenue Roadmap – Profit-Driven Forecasting
Develop a 12-month forecast to support growth—including pricing strategies, compensation plans, sales targets, marketing budgets, and operational expenses. Design a static or rolling forecast and evaluate your business’s current capacity against it. Identify critical forecast assumptions that could cause you to miss your targets.
6. Ops Engine – Powering Growth Through Process
Build scalable systems by identifying and documenting key processes, assigning ownership, and introducing LEAN strategies to eliminate waste. You’ll implement standard work for transparency and accountability across roles.
Stage 3: Leadership & Legacy
Lead with purpose—and build a business that lasts.
7. Performance Snapshot – From Metrics to Momentum
Track what truly matters. Identify Key Performance Indicators and build dashboards that provide visibility, accountability, and direction towards reaching your targets.
8. Build the Bench – The Right People—Inside and Out
Evaluate both your external support network and internal team structure. Learn when to hire, how to onboard effectively, and how to empower your people to succeed through ongoing performance evaluation and clear accountability. This step emphasizes creating a team of trusted outside experts and a high-performing internal bench.
9. Beyond the Business – Living Your Life of Meaning
Design your succession strategy with intention. Whether preparing for sale or long-term leadership transition, you’ll build a culture of continuous improvement, develop future leaders, and align your efforts to increase business valuation—so you can step away and live the life you envisioned.
The Result? A Business That Supports Your Life of Meaning
By completing the Gateway to Growth™ program, you’ll not only develop a stronger business but also gain the focus, tools, and confidence to live a life aligned with your values. Whether your goal is sustainability, scalability, selling, or succession, this program equips you with everything you need to lead with purpose, build lasting value, and support your quest to live your life of meaning.
