Build your 2027
on purpose
ANNUAL BUSINESS PLANNING
Step out of the day-to-day, get clear on where your business is going, and build a focused plan for the year ahead — with clear priorities, measurable goals, and the momentum to execute.
Evening Kickoff
Full-Day Planning
What you’ll walk away with
This is what you’ll leave with—clear, focused, and ready to execute.
Clear 2027 Direction
Walk out with a focused, measurable plan for the next year—no guesswork, no fluff.
TOP ANNUAL PRIORITIES
Identify the biggest areas of focus that will actually move the business forward.
QUARTERLY ROADMAP
Break the year into focused quarters instead of trying to tackle everything at once.
MEASURABLE GOALS
Define the numbers, milestones, and outcomes you’ll use to track progress.
REAL BUSINESS CONVERSATIONS
Work alongside other owners who understand the decisions, pressure, and chaos.
BUILT-IN ACCOUNTABILITY
Commit to your plan and walk away with the structure to follow through.
Choose Your Planning Seat
$495 — Business Owner
Full access to the full-day planning session, tools, and guided structure and networking event.
$395 — Per Additional Team Member
Bring your team to align priorities, roles, and execution for the next 90 days.
$295 — Non-Profit
Discounted rate for non-profit organizations.
Request Your Seat
Fill out the form below and Todd will follow up with your invoice. Your seat is confirmed once payment is received.
Submitting this form does not complete registration or hold your seat.
Reserve Your Spot Now!
how the session works
Event Kickoff
We’ll open the room, introduce sponsors, connect with other business owners, and start with a guided visioning session to get your bigger-picture thinking out of your head and onto paper.
Focused Planning Blocks
Thursday is built around short strategy sessions followed by dedicated planning time, so you are not just listening — you are building the plan as you go. The Thursday agenda alternates sessions and planning time throughout the morning and afternoon.
Business Owner Collaboration
You can work independently, but the room is intentionally built for conversation, feedback, and idea-sharing with other owners.
Lunch, Breaks & Breathing Room
There is time built in to reset, talk through ideas, and step away from the workbook when you need to.
Wrap-Up & Networking
We’ll close by tightening the plan, talking through next steps, and giving people time to keep the conversations going afterward. The agenda includes wrap-up, table talk, closing, and cash bar/networking from 3:30–4:30.
This is for Business Owners Who...
Are tired of planning reactively
Need a clear direction for 2027
Have too many ideas and not enough focus
Want dedicated time to work on the business
Need measurable priorities, not vague goals
Value being in a room with other owners who get it
Our SPonsers
Ruer Law LLC
Elisa M. Ruer
Lawyer
Phone: (262) 269-9140
Email: [email protected]
