Retreat!

Take a break to work on the business.

Sometimes, the best way to move your business forward is to step away from it—just long enough to get clarity, alignment, and a solid plan of action. Don't spend all of your time making the donuts- sometimes we need to step away from the business to work on the business. That’s where our Business Retreats come in.

Led by Evan LeBras of LeanTech Solutions, each retreat is customized to focus on your specific needs and interests, and is designed to deliver focused progress in just one day. Here are a few examples.

🧭 Retreat 1: Onboarding a New Employee

Bringing someone new into your business? Don’t just hand them a job—set them up for success.

This retreat helps you:

• Define the role and scope of the position

• Develop SOPs, templates, and training materials

• Align expectations, culture, and KPIs

• Calculate the financial impact and revenue targets needed to support the hire

  
  

Perfect for: Small teams bringing on their first or second employee and want to do it right the first time.

📈 Retreat 2: Developing a Business Plan

Failing to plan, is planning to fail!

Whether you're launching, growing, or pivoting—clarity is critical.

This retreat includes:

• Vision and values alignment

• Customer and service analysis

• Revenue and profitability targets

• Org chart and resource planning

• Marketing and growth strategy

• Key milestones and accountability framework

Perfect for: Business owners ready to level up and turn ideas into execution.

🎯 Retreat 3: Planning for Exit

Exiting your business isn’t just about walking away—it’s about preparing the business to thrive without you.

This retreat focuses on:

Need a way out?

• Assessing current operations and leadership gaps

• Systematizing your business for smooth transition

• Identifying exit goals: sale, succession, or wind-down

• Valuation prep and financial runway planning

• Creating a 12–24 month roadmap to exit

Perfect for: Established business owners thinking 1–3 years ahead.

Ready to schedule a retreat? Each session is structured, productive, and actionable—with follow-up support available to turn strategy into systems.

Let’s build the future of your business—one focused day at a time.