The iBD Ownership OS™
Connect the business you build to the life you want.
Start with your Time, Cash Flow and Wealth goals. The Ownership OS connects them to your company’s plan, financial decisions and leadership through three phases, nine modules and 27 milestones.
Ownership & Operations
One company plan, connected to your goals.
The Ownership OS helps you decide what the business needs to accomplish for you. Your business operating system organizes that direction into team responsibilities, measures, meetings and follow-through.
Your advisors and leaders contribute to the same plan. Monthly, quarterly and annual reviews connect operating results to your next ownership decisions.
Independence Escape Velocity™
Build toward freedom of time and money.
Independence Escape Velocity™ is the moment your business gives you the freedom of time and money, whether you scale, step back or sell. Your life is supported without depending on your continued day-to-day operating work.
Your actual hours, personal income and net worth show whether the work is producing the independence you want.
The Ownership Assessment
Score the 27 milestones. Choose your next priority.
Each milestone covers a specific part of ownership, from setting your goals to developing leaders. Use the Assessment to review all 27 against their requirements, using the company work you already have.
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Not Started
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Learning
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In Progress
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Installed
Leave unreviewed milestones unscored. After reviewing all 27, add your scores for your Velocity Score™ out of 81. This tracks installation of the system; it is not a percentage of independence. Record the results, your next priority and review date on the one-page Owner’s Roadmap.
Choose your priority using your goals and the work that must happen first. Work at your own pace.
Modules & Milestones
Explore nine modules and 27 milestones. Start with Ownership Goals or match your Roadmap's milestone number below. Open any milestone for its scoring requirements, teaching, tools, concepts and related podcasts. You can study without completing the Assessment.
Plan for the Future
Set your time, cash-flow and wealth goals, understand business value and build your working Playbook.
Module 2Expand Knowledge
Understand the value of keeping your business, its market value and possible sale proceeds.
Open milestones 4–6
Build a Valuable Business
Develop financial planning, predictable revenue and profitable operations.
Module 4Sustainable Financials
Use connected financial statements, an annual budget and a five-year forecast.
Module 5Predictable Revenue
Connect company strategy, customer acquisition costs and the revenue system.
Open milestones 13–15
Module 6Transferable Margins
Improve gross margins, track operating performance and organize day-to-day work.
Open milestones 16–18
Elevate from Operator to Owner
Develop leadership, align compensation and prepare your changing role.
Module 7Leadership Team
Define who leads finance, revenue and operations, then plan and develop your team.
Open milestones 19–21
Module 8Executive Compensation
Align base pay, annual incentives and long-term participation with responsibilities and goals.
Open milestones 22–24
Module 9Operator Transition
Prepare your changing role, make capital decisions and plan CEO succession.
Open milestones 25–27
Your Owner’s Playbook
Put what you learn into practice.
Connect your goals, numbers and leadership responsibilities in one working plan. Review results monthly. Revisit milestone scores and priorities quarterly, and plan each year. Keep dated reviews to see what changed.
Work independently, or build your first usable Playbook with us through the three-month Boardroom Blueprint™. The Coaching page explains the work, support and cost.