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One Morning. One Clear Outcome.
Strategic Planning & Budgeting
Build your 2027 plan from your ownership goals down. Not last year plus 3% up.
Sept. 15 I 9 AM - 12PM CST I Live, Virtual, Interactive
4.85 out of 5 (1,450 reviews)
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What to Expect
Storytime with Ryan
What is the Strategic Planning & Budgeting Workshop?
Working with Ryan has been revolutionary. I have more clarity and less anxiety regarding the financial health of my business. I’m so grateful that I can now use my new mindset, tools and knowledge to grow my company’s equity value.
Steve Schaffer
Owner, Schaffer Manufacturing
Clarity I couldn’t see day to day When you’re living in the day-to-day and just looking at your bank statement, you don’t see how it can ever happen. 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.
MIchelle Stober
Owner/CEO, Senior Care Solutions
As a business owner, I sometimes get into a rhythm or maybe a rut and do things in a certain way, almost methodically. Ryan's workshop allowed me to intentionally disrupt the rhythm and look at things through a different lens.”
Jamie Gmach
Owner, Evolving Solutions
An invaluable lens for ownership decisions Working with Ryan helped me step out of day-to-day execution and think clearly about ownership decisions—capital allocation, risk, and long-term optionality. The framework brings clarity to complex tradeoffs and makes high-stakes decisions feel intentional instead of reactive.
Deron Keiter
Owner/CEO, Thermal Tech, Inc.
From overwhelmed to intentional This work helped me slow down and make decisions from clarity instead of pressure. I’m no longer reacting to the business—I’m intentionally designing how I spend my time and where the business is going.
Cindy Banchy
Owner/CEO, Vanguard Cleaning
“Ryan Tansom walks the talk. He is incredibly dedicated to helping business owners and leaders ‘grow the value of their business with an end in mind’. My Vistage Members, EOS Clients and Coaching Clients leverage Ryan’s tools, education, workshops, and podcasts. My only regret about Ryan, is that I did not meet him earlier in my professional career.”
Katina Koller
Vistage Chair and EOS© Implementor
Working with Ryan has been revolutionary. I have more clarity and less anxiety regarding the financial health of my business. I’m so grateful that I can now use my new mindset, tools and knowledge to grow my company’s equity value.
Steve Schaffer
Owner, Schaffer Manufacturing
Clarity I couldn’t see day to day When you’re living in the day-to-day and just looking at your bank statement, you don’t see how it can ever happen. 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.
MIchelle Stober
Owner/CEO, Senior Care Solutions
As a business owner, I sometimes get into a rhythm or maybe a rut and do things in a certain way, almost methodically. Ryan's workshop allowed me to intentionally disrupt the rhythm and look at things through a different lens.”
Jamie Gmach
Owner, Evolving Solutions
An invaluable lens for ownership decisions Working with Ryan helped me step out of day-to-day execution and think clearly about ownership decisions—capital allocation, risk, and long-term optionality. The framework brings clarity to complex tradeoffs and makes high-stakes decisions feel intentional instead of reactive.
Deron Keiter
Owner/CEO, Thermal Tech, Inc.
From overwhelmed to intentional This work helped me slow down and make decisions from clarity instead of pressure. I’m no longer reacting to the business—I’m intentionally designing how I spend my time and where the business is going.
Cindy Banchy
Owner/CEO, Vanguard Cleaning
“Ryan Tansom walks the talk. He is incredibly dedicated to helping business owners and leaders ‘grow the value of their business with an end in mind’. My Vistage Members, EOS Clients and Coaching Clients leverage Ryan’s tools, education, workshops, and podcasts. My only regret about Ryan, is that I did not meet him earlier in my professional career.”
Katina Koller
Vistage Chair and EOS© Implementor

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.

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Sept. 15 I 9 AM - 12PM CST I Virtual, Live, Interactive
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days
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hours
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minutes
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