Coaching & Community
Build your Playbook. Keep it in use, together.
Put the iBD Ownership OS into practice with coaches and other owners. Connect your goals, numbers and leadership in one Playbook, then keep using it as your business changes.
The Ownership OS in Practice
One Playbook. Kept current.
Your Owner’s Playbook holds The Plan, The Numbers, Your Leadership Team and The Rhythm. It connects the business you want to own with the decisions and responsibilities that will get you there.
Explore the Owner’s Playbook ↗Monthly reviews ↗Quarterly reviews ↗Annual planning ↗Independence Escape Velocity ↗Monthly
Compare actual results with your plan. Review revenue, finance and operations, then decide what needs to change with the owner and CEO.
Quarterly
Revisit your Roadmap and choose the next priorities. Update your 90-Day Game Plan with clear responsibilities and follow-through.
Annually
Revisit your ownership goals, company direction and financial plan. Set the coming year’s priorities and the capabilities your business needs.
The aim is Independence Escape Velocity™: your life is supported without depending on your continuing operating work. Your actual Time, Cash Flow and Wealth show the results.
Inside The Boardroom
Bring a decision. Work it through with people who understand ownership.
Bring your Playbook and a current question to Monday office hours. Use Tuesday’s functional reviews to connect revenue, finance and operations to your goals.
Coaches help you examine the trade-offs. Other owners contribute their experience. Put the next step into practice, then return with what happened.
Designed for a community of 150 owners of established privately held businesses. You remain the decision-maker.
Could the business support a COO?
“Working through the numbers showed me what was possible — hiring a COO, paying taxes, and still having confidence in my cash flow. That clarity changed everything.”
The 2027 Member Calendar
Quarterly workshops and the annual Owner’s Summit.
All times are Central. These sessions require membership or an invitation. Use Mighty Networks for your current access and session details.
Jan 11–12
Quarterly Workshop
9 a.m.–noon both days.
Apr 12–13
Quarterly Workshop
9 a.m.–noon both days.
Jul 12–13
Quarterly Workshop
9 a.m.–noon both days.
Sep 29–Oct 1
Annual Owner's Summit
Wednesday and Thursday, 9 a.m.–5 p.m. Friday, 9 a.m.–noon. The Summit replaces the Q4 virtual workshop. Location details will be provided separately.
Weekly Coaching
Keep your Playbook in use between workshops.
Mondays
Open office hours
Bring your Playbook, a current decision or a question about applying the Ownership OS.
Tuesdays
Functional reviews
The monthly sequence is CRO, CFO, COO, then owner and CEO. Connect each function's results to the same company plan.
The 2027 calendar schedules Monday and Tuesday sessions from 10:30 a.m.–noon Central. Workshop weeks replace Monday office hours and Tuesday CFO coaching. Holiday pauses and individual session details are maintained in the member calendar.
The Boardroom Blueprint™
Your first usable Playbook in three working months.
The Boardroom Blueprint guides you through Modules 1–3: Ownership Goals, Expand Knowledge and Owner’s Playbook. Fifteen working steps connect your goals, financial picture and review process.
Watch the walkthrough · 44 min
Month 1: Ownership Direction
Set up your working Playbook, develop your goals and begin financial intake.
Month 2: Value & Choices
Understand the business's current financial picture, value and ownership options as the required information becomes ready.
Month 3: Your Working Playbook
Bring the plan, financial work, leadership responsibilities and next Game Plan together. Establish how you will keep using them.
Valuation & Financial Model
The Blueprint includes a business valuation, written Financial Assessment, integrated three-statement model and five-year forecast. Review timing depends on complete records and the work your company needs.
Three working calls with Ryan
Kickoff, Owner's Scorecard Review and Owner's Playbook Call. Plan for 2–3 hours of weekly work, plus calls, financial preparation and decisions.
Set up your private working files and AI support with Paul and the iBD team. You also have 90 days of Boardroom access, including office hours, Tuesday coaching and the member community.
Quarterly workshops and the annual Summit are included when they fall within your program window. Complete the separate registration for events you attend. Required financial review must be complete before your Blueprint is finished.
The Boardroom Blueprint
$15,000
Three monthly payments of $5,000.
Enroll in the BlueprintOpens Mighty Networks to review the current terms, guarantee and enrollment details before you join.
Ongoing Coaching & Community
Keep using your Playbook with the support you need.
The Blueprint is the starting point for joining The Boardroom. Use those three months to build your plan, get to know the community and decide with us whether ongoing membership is the right fit. After completing it, choose the support you need or keep using your Playbook independently.
The Boardroom
$2,500 / month
Coaching and accountability with peers, the Owner’s Academy, current tools and AI support. Includes office hours, functional coaching and workshops.
12-month commitment, then month-to-month.
Ownership Coaching
$5,000 / month total
Includes The Boardroom plus deeper individual coaching and access under a separate agreement.
Before You Join
How much time will I need?
Plan for 2–3 hours of weekly work, plus the three calls with Ryan, financial preparation and your decisions. Complete company records and your review are needed to finish the financial work.
Can I keep my advisors and business operating system?
Yes. Your advisors, leaders and existing business operating system can contribute to the same plan. The iBD Ownership OS connects that work to what you want from ownership.
Do I have to be planning to sell?
No. Your goals may involve growing the business, changing your role, continuing to operate it or preparing for a sale. The work helps you understand the choices and their trade-offs.
Will I complete all 27 milestones in three months?
The Blueprint builds your first usable Playbook through Modules 1–3 and establishes your financial foundation. You continue developing the business and reviewing the milestones over time.
What happens after the Blueprint?
The three months help you and the iBD team assess whether ongoing membership is the right fit. After completing the Blueprint, you can continue with The Boardroom or Ownership Coaching under their own terms, or keep using your Playbook independently.
Join the Boardroom Blueprint
Start with your goals and company records. Work with Ryan and the team to make your next ownership decisions with a connected plan.