GROWTH LAB

Join Us!

Less Theory.
More Doing.

What does your business need to accomplish in 2027,and do you have a plan to make it happen?

Most business owners don't need another conference filled with ideas. They need time to step away from the day-to-day, think critically about where the business is going, make some decisions and turn those decisions into a plan.

Growth Lab is a one-day working event built around your actual business. You'll learn practical approaches to growth, planning and financial performance,and then spend dedicated time applying those ideas to your company. This isn't a day of sitting in a ballroom taking notes.

You're here to work.

Event Overview

COME WITH A BUSINESS.
LEAVE WITH A PLAN.

Pre-Register Here

Growth Lab combines expert guidance with focused working sessions so you can make meaningful progress while you’re in the room.

Instead of leaving with a notebook full of ideas to revisit someday, you’ll spend the day defining what needs to happen in 2027 and beginning to build the roadmap to make it happen.

You’ll work alongside other business owners and experienced advisors who can challenge your assumptions, help you ask better questions and keep you focused on the decisions that matter most.

During Growth Lab, you’ll work to:

Define your most important 2027 priorities.
Get clear about what your business actually needs to accomplish, not a list of 20 competing goals.

Establish meaningful financial targets.
Connect your growth goals to the numbers required to make them work.

Understand where you are today.
Take an objective look at your current performance, resources and capabilities.

Identify the gaps.
Determine what’s standing between where your business is today and where you want it to go.

Prioritize the initiatives that matter most.
Focus your time, people and resources on the areas most likely to move the business forward.

Pressure-test your thinking.
Work alongside experienced advisors who can challenge assumptions, provide perspective and help you see opportunities or issues you may be missing.

Create clear next steps.
Turn strategy into actions your team can begin executing when you return to the business.

THIS ISN’T ANOTHER BUSINESS CONFERENCE.

You’ve probably attended events where you heard a great speaker, wrote down ten ideas and returned to an inbox full of emails.

A week later, the notebook is sitting on your desk.

Growth Lab is built differently.

No hours of back-to-back presentations.

You’ll learn a concept and then have time to work with it.

No generic exercises.

You’ll apply the thinking directly to your own business, financial goals and growth priorities.

No waiting until Monday.

The work starts in the room.

Throughout the day, short strategic and financial sessions will be followed by dedicated working time. Advisors will be available to answer questions, challenge your thinking and help you move from idea → decision → action.

WHAT WILL YOU LEAVE WITH?

Every business will be at a different stage, so the exact outcome will be different for every attendee.

But the goal is simple:

Make meaningful progress toward a 2027 Growth Plan you can actually use.

By the end of Growth Lab, you should have greater clarity around:

WHERE YOU’RE GOING
The most important outcomes your business needs to achieve in 2027.

THE NUMBERS BEHIND THE PLAN
The financial targets required to support those goals.

WHAT’S IN THE WAY
The gaps, constraints and challenges that could prevent you from getting there.

WHAT MATTERS MOST
The initiatives that deserve your attention, resources and investment.

WHAT HAPPENS NEXT
Clear priorities and next steps you can take back to your team.

WHO SHOULD ATTEND?

Growth Lab is designed for business owners and leaders who are actively thinking about what’s next.

It’s especially valuable if:

Your business is growing and you need a more intentional plan for the next stage.
You know where you want to go but aren’t sure how to get there.
Your goals aren’t clearly connected to financial targets.
You have too many competing priorities.
You’re spending most of your time working in the business instead of working on it.
You want an outside perspective to challenge your thinking.
You don’t want another year to start without a clear plan.

You don’t need to arrive with all the answers.

That’s the point of the Lab.

Come prepared to think, question, calculate, prioritize and work.

THE GROWTH LAB FORMAT

The day moves between three things:

LEARN IT.

Hear practical perspectives on business planning, growth and financial strategy from experienced business advisors.

APPLY IT.

Immediately take those concepts and evaluate them against your own business.

BUILD IT.

Turn your thinking into priorities, targets and an actionable 2027 plan.

This format gives you something most business owners rarely get:

Dedicated time to work on the future of the business without the daily distractions of running it.

EVENT SCHEDULE

Wednesday, November 4, 2026

8:00 AM — Doors Open + Coffee & Networking

Arrive early, grab some coffee, meet other business owners and start the conversations before the working day begins.

9:00 AM — Keynote Address

Greg Crabtree

Kick off Growth Lab with a practical perspective on building a stronger, healthier business and understanding the financial fundamentals that support sustainable growth.

10:00 AM — 2027 Planning Overview + Finance Focus

Dan Gramann

Shift the conversation from big-picture goals to a structured planning process. Begin connecting your 2027 objectives to the financial realities and decisions required to achieve them.

10:45 AM — Working Session: 2027 Planning + Finance

Now the work begins.

Apply the concepts directly to your business. Evaluate your goals, financial targets, priorities and potential gaps while working alongside advisors and other business owners.

12:00 PM — Lunch

Recharge, continue the conversation and compare ideas with other attendees.

12:45 PM — Financial Strategy

Greg Crabtree

Dig deeper into the financial side of growth and the numbers business owners should understand when making decisions about the year ahead.

1:30 PM — Working Session: Financial Planning

Take another focused block of time to work directly on your numbers, priorities and assumptions.

Identify what may need to change for your 2027 plan to work—and what decisions need to be made next.

2:45 PM — Turning the Plan Into Action

Dan Gramann

Bring the day’s work together, identify next steps and determine how you’ll continue the planning and execution process once you return to your business.

3:00–5:00 PM — Networking Happy Hour

The formal work may be finished, but the conversations don’t have to be.

Stay for drinks, connect with fellow business owners, continue conversations with advisors and build relationships with people facing many of the same opportunities and challenges you are.