Storytime with Ryan
What is the Strategic Planning & Budgeting Workshop?
Who's in the Room
Two experts.
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. He's designed executive compensation plans for dozens of owner‒operators — and made every mistake in the book with his own company first. 480+ podcast episodes interviewing owners, operators, and advisors. He built the iBD Ownership OS — the ownership framework behind this workshop. Ryan facilitates the session and walks you through the planning framework step by step.
Kim Clark
Kim helps owner‒operators build predictable revenue engines that scale without the founder. She's built revenue architectures across multiple industries and knows what it takes to translate ownership goals into the revenue targets and margin structures that fund them. Kim co‒hosts the session and brings the CRO perspective to revenue planning, resource aollocation, and the growth decisions that shape your budget.
Build a Business That Gives You Options
Everything in this workshop — the revenue architecture, the margin targets, the capital allocation decisions — 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 learn the framework that gets you there.
Space to Think.
A Plan When You Leave.
Most budget processes are reactive. You pull last year's numbers, adjust a few line items, and move on. This workshop gives you something rare: three hours of protected time to actually think about what next year is supposed to buy you as an owner. Not just the revenue target. The ownership goals underneath it.
Bring a rough sense of your financials and the one big decision sitting in front of your business. We'll teach you the framework and show you what a real ownership-driven plan looks like.
We'll build the framework together.
Sept. 15 I 9 AM - 12PM CST I Live, Virtual, 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?
What do I need to bring?
Can I bring a team member or business partner?
Is this a working session or a presentation?
Do I need a financial model or forecast to get value from this?
What if I don't have a financial model yet?
Is this a sales pitch?
Who is this NOT for?
It’s your moment to act
Budget season opens September 15.
Your 2027 plan will either start from what you want as an owner or from what you did last year.
One of those builds toward your goals. The other one drifts.
This workshop gives you three hours to learn the framework, see what good looks like, and leave with clear next steps. Show up. Do the work. Know exactly what to build next.