The Boardroom

Where Trades Business Owners Turn Growth Momentum into Mastery
You know what needs to be fixed in your business — now it is time to execute with precision, grow with confidence, and prepare for a high-value future exit or transition.
With hands-on help from a:
- Fractional CFO (Typically $3,000-$12,000 per month)
- Business Coach (Typically $1,000-$5,000 per month)
- Exit Readiness Coach (Typically $1,000-$5,000 per month)
For: $1,999
Limited Seats Available


Why the Boardroom is the Next Step
The Boardroom is a private mastermind designed to solve the challenges business owners often face:
- The Lonely Spot – You will finally have a trusted circle of peers who understand your challenges.
- The Qualified Guide – You do not have to figure everything out yourself. Get direct access to seasoned experts who have helped companies scale and exit.
- The Accountability Gap – Monthly discipline and transparency to keep progress from slipping.
Large public companies rely on a Board of Directors to provide oversight, guide strategy, hold leadership accountable, and protect the organization.
Now, regardless of the size of your company, you will have your own Board of Directors available to you in the Boardroom.

From:
- Guessing at financials
- Running from fire to fire
- Every decision bottlenecked at your desk
- Profits leaking without you realizing
- No clear path to succession or exit
To:
- Dashboards managed for you showing exactly where you stand
- A business that runs without you in the weeds
- Confident, data-backed decisions
- Locked-in profits and cash flow stability
- An exit-ready company you could sell tomorrow if you wanted to, or had to
Go from feeling like the business owns you to having a team, systems, and clarity that let you take a real vacation for the first time in years. You will get to visit an island, not feel like you are always alone on an island at work.
With these systems in place, you will not only have a business that can run without you — you will have a business that a buyer can step into tomorrow, allowing you to sell years or even months sooner than you thought possible.
What Business Owners Are Saying

The Three Legs of the Stool
The Foundation of a Successful Exit
The most successful owners master three pillars:
- Financial/Cash Flow – Predictable profits and stability.
- Leadership/Strategy – A company that operates without the owner.
- Value Creation/Exit Optionality – A business buyers pay a premium for.

Inside the Boardroom – Where Every Minute Works For You
- 1:1 meetings with your Fractional CFO – Every month
- Monthly 2-Hour Strategy Sessions – These are not just more meetings. Every session replaces hours of firefighting with clarity, priorities, and solutions that free up your time. We pull up your dashboards, review your actual finances, clarify priorities, and focus on solving issues before they become problems. As an owner you are put in the hot seat for transparency and accountability.
- Monthly Office Hour Sessions – For in-the-moment problem solving.
- On-Call Access to Your Chair (John Bartlett) – Immediate guidance when needed.
- 8 Members Max per Group – Matched by size, stage, and industry.
- Labor Efficiency & KPI Reviews – Running your business proactively, not reactively.
- Annual valuation with quarterly updates
What We Will Measure & Move
Financial KPIs
Revenue, Margins, Pre-Tax Profit, Labor Efficiency Ratios, Months of Cash on Hand
Non-Financial KPIs
Leads, Conversion Rates, Ticket Size, Reputation Scores, Employee Retention, On-Time Delivery

A Message From the Boardroom Chair
"Knowing the problem is not the same as solving it with direct help. In the Boardroom, you are not alone anymore — we are your strategic partner. We hold your feet to the fire, so you do not drift back to chaos. Regular visibility and structure relieve stress and improve confidence. This is how high-performing companies operate — and now, so will yours."
- John Bartlett

Why Now?
Every month without these changes means missed profits and momentum — and for those eyeing an eventual sale, it could push your ideal exit date farther away. Implementing them now accelerates growth today and gives you the option to sell on your terms while market conditions are in your favor.
The Boardroom is intentionally capped at 8 members per group. Once the current Mastermind is full, the next opportunity to join may not open for months.
Your Next Step
A modest monthly investment ($1,999) delivers the combined power of:
- A Fractional CFO
- A Strategic Business Coach
- An Exit Readiness Coach
They are appointed to govern, guide, and hold you accountable so your business stays healthy and focused on its goals.
The real question is: How much longer can you afford to climb without them?
— Gino Wickman, Traction: Get a Grip on Your Business
— Peter Drucker


