Have you ever felt like you’ve had to sacrifice things in your personal life – your family, your health, or time for yourself—in order to have your business succeed?
As if you had to make a choice between your company or your life…
Come learn a simple, clear, concrete, step-by-step formula for building an owner independent company so that you can enjoy a larger, more profitable company and get your life back.
For the past six years we’ve been hosting a very private business owner retreat in San Diego, California for our top business coaching clients. The event leveraged the way we’ve been running our $40,000 per couple Wealth Summit retreat in Maui for over a decade now.
Over the three days we focus with you and your business owner peers on how to scale your company and grow your wealth. The advisor team we’ve been fortunate enough to attract included the a serial entrepreneur who sold his first company to American Express Travel for $20 million cash before he went on to co-found his next tech company and grow it to over $1 billion in sales. Last year this owner-independent company had a pre-tax profit of $2.1 billion.
We’ve also brought in the former head of the National Association of Manufacturers, the owner of a private investment group who had personally bought and sold over $2 billion of real estate and raised hundreds of millions of dollars of private capital, and one of the nation’s top tax strategists (a man who advises multimillionaires and billionaires!)
As you can imagine, spending three days together in an informal learning environment with people like this has had an amazing impact on past participants.
And the results speak for themselves:
And the impact is still being felt today, with participants growing at annualized rates many times faster than the average companies in their industries.
I could go on and on about the results that came out of this powerful 3 day business owner retreat. In my opinion, it’s the closest we’ve been able to come to the power and feel of our full Wealth Summit experience (without the selection interviews for every participant and the $40,000 it would take for you to earn a spot at that exclusive mastermind event.)
This year we’re focusing on the theme of building an “Owner Independent Company”. This means that you’ll leave with a clear framework and map to scale your company while at the same time reducing its reliance on you.
If coaching 20,000+ business owners over the past two decades has taught me anything it’s this:
Only a small fraction of business owners ever have been taught how to wean their companies off of their crippling dependence on the owner.
And what’s more, those business owners who do manage to accomplish this often fall prey to common financial and wealth management mistakes that they could have easily avoided.
Personal Confession Time…
In 1997 I launched my first successful business. Over the next 8 years my team and I grew it by close to 150x to profits of $3.2 million per year. I was taking three months of real vacation each year and thinking I was invincible. Or so I thought…
When I sold my company for a extremely generous sum over the next 24 months I proceeded to make financial mistake after financial mistake as I “invested” the lion’s share of my lump sum cash payout.
In retrospect I can see that each of the mistakes I made were not only easily avoidable, but were in fact a common pattern that I’ve since learned that most “successful” entrepreneurs make when they sell their first company.
That’s why a part of this three-day business retreat will be focused on giving you a powerful yet simple financial game plan to build your wealth independent of your company and in a way that integrates your company and its valuation and cash flow into your bigger picture wealth map.
It personally cost me close to $10 million to learn the many lessons I’ve embedded in this wealth map, and you and your fellow participants will leave Sunday with the plan in your possession so you don’t have to go through the same painful, expensive trial and error that I did.
Of course, while we will focus a portion of the event on your wealth moves, tax strategy, and asset protection “must do’s”, the main focus of the event will be growing your company in such a way that you increase both profits and your business’s reliance on you.
A Short List of Some of What We’ll Be Covering
Here is a short list of some of the things you’ll learn:
Not only will you take home new ideas and insights, but we’ll also be walking your and your company through the real world strategic planning you need to create your written action plan for the coming year.
As my friend and fellow Maui Advisor Jeff Hoffman (one of the early CEOs in the Priceline.com’s family of companies) likes to say, “Your business plan is more about the structured questions you regularly ask yourself than about the answers you come up with.”
We’ll also drill down from your three year plan to map out your one year plan using our proprietary 1-page Strategic Action Plan. This template will help you identify—in writing – your revenue targets, gross and operating profit goals, and the key metrics you’ll use to pace you as the year progresses.
Finally, you’ll drill down one final time to concretely map out on one page your Q1 plan of action. This way you and your entire team will be laser focused as to exactly who needs to do what, by when, so you powerfully start the year.
I’m hoping that this short list of what we’ll be covering has got your juices flowing and that you listen to the excitement you feel.
As you know, the core focus of the Maui companies has always been on helping business owners build businesses that they can sell, scale, or even own passively. For over fifteen years now we’ve helped business owners build companies they love, and make sure that they leverage their business success to serve their deeper values and higher aspirations.
Because we are offering this event to our 102,000 person client base we know the event will sell out fast. This is your chance to reserve your seats.
In fact, when you enroll while spaces are available, you’ll be able to join us for just a fraction of the normal Wealth Summit tuition!
Let me share the event details with you…
Dates: Friday, Saturday, & Sunday January 26th, 27th, & 28th, 2018
Location: San Diego, CA At the Hilton San Diego Mission Valley
Tuition: $9,995 for two people to attend.
Make your reservation today by calling 800-682-6099 to reserve your room. Our negotiated a special conference rate has ended. However, rooms are still available at very reasonable rates, so you’ll want to make your reservation today
We’ll be hosting the event at the Hilton San Diego Mission Valley. The location puts you in the center of San Diego and within reach of the city’s most popular attractions in America’s Finest City. Located minutes away from the San Diego International Airport, the Hilton San Diego Mission Valley provides access to all of the major freeways and is just minutes from both the San Diego Zoo and SeaWorld San Diego.
Included in your tuition is the special banquet on Friday night (a great time to dress up and enjoy your peers), networking and advisor lunches each day, and an informal “goodbye” party on Sunday night for those people who are able to hang out after the event ends that evening.
Save Half Again – The Event Is Almost Certainly Tax Deductible!
Knowing my CPA Kevin like I do, I’m sure he would tell you and his clients (many of whom are already registered for the event!) that it’s fully tax deductible for business owners.
I can hear his gravely bass voice saying, “According to IRC Section 162, a business owner can take the deduction for any business training that is directly connected with or pertaining to the business. In fact, Reg. 1.162-1(a)…”
You get the idea. By having your business pay for the event you’ll literally save close to HALF the cost of the event, making your effective tuition $5,000 for two people to attend. (Of course, we’re not your CPA and you’ll need to check with your accountant about the write off). But it’s hard to imagine that an existing business owner attending to grow his or her company couldn’t take the full write off.
We’ll even give you documentation for your tax records in case you had to defend the write off in an audit – bless Kevin and his attention to details.
In fact, Kevin will be there at the event giving us his best tax strategies to help us maximize our after-tax returns from our exit strategy and how to structurally reduce our Tax Drag along the way.)
100% Unconditionally Guaranteed
For the past decade we’ve stood behind every event we host and this private business owner retreat is no different. Here is our written unconditional guarantee:
Join us for this powerful event. If after attending you are not totally thrilled with the value you got for any reason, simply let us know by the end of the event and we’ll give you a full and complete refund!
I don’t know how I can be any fairer than that. All we ask on our end is that you attend and participate (how else would you know how valuable the workshop will be to your company.) If you don’t feel the workshop has delivered on the value you expected and wanted, just tell any staff member there onsite on Sunday afternoon and you’ll get a full and prompt refund, no questions asked. Simple as that.
You literally have nothing to lose. Either the event exceeds your expectations or it’s free—and we’ll have paid for your meals too.
But you have to take action and join us there.
Now is the time for you to step up and seize the opportunity. I urge you to save you and your partner’s seat before all the seats are filled. Once they are gone, they’re gone forever.
To reserve your seat and guarantee your participation, simply CLICK HERE to register now.
I look forward to spending the 3 concentrated days together focusing on helping you learn, master, and successfully build an owner independent business.
David FinkelCEOMaui Mastermind®
P.S. In life, the pace at which you travel is limited by the speed of your peers. So step up to the challenge and join us at this elite event. You’ll upgrade your peer group and access a whole new level of advisers to help you take your business and wealth to the next level.
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