Coaching with Independence by Design™
Put your ownership goals into a working business plan.
Build toward the freedom of time and money, whether you scale, step back or sell. Work with Ryan and the iBD team to put the Ownership Operating System into practice, beginning with your first usable Owner’s Playbook in the Boardroom Blueprint.
Boardroom Blueprint™
Build your first usable Owner’s Playbook.
Your Assessment and Owner’s Roadmap establish where you are starting. The Blueprint guides you through Modules 1–3: Ownership Goals, Expand Knowledge and Owner’s Playbook. Fifteen working steps across three months bring your goals, financial picture and review process together.
Month 1
Ownership direction
Set up your working Playbook, develop your goals and begin financial intake.
Month 2
Value and choices
Understand the business's current financial picture, value and ownership options as the required information becomes ready.
Month 3
A connected Playbook
Bring the plan, financial work, leadership responsibilities and next Game Plan together. Establish how you will keep using them.
These first nine milestones make up the Plan phase, with 27 possible points. Your score reflects the work you can demonstrate, including the required use of your plan and meetings. Completing the program does not automatically mean every milestone is installed.
The financial work behind your plan
The Blueprint includes a business valuation, written Financial Assessment, integrated three-statement model and five-year forecast. Review timing depends on complete records and the work your company needs.
Three working calls with Ryan
Kickoff, Owner's Scorecard Review and Owner's Playbook Call. Plan for 2–3 hours of weekly work, plus calls, financial preparation and decisions.
Set up your private working files and AI support with Paul and the iBD team. You also have 90 days of Boardroom access, including office hours, Tuesday coaching and the member community.
Quarterly workshops and the annual Summit are included when they fall within your program window. Complete the separate registration for events you attend. Required financial review must be complete before your Blueprint is finished.
$15,000
Three monthly payments of $5,000.
View the Blueprint offeringReview the current terms, guarantee and enrollment details on Mighty Networks.
Continuing support
Keep the same Playbook in use.
Your Playbook remains yours to use independently. Run your monthly, quarterly and annual reviews, revisit your scores and keep strengthening the business. Choose The Boardroom if you want ongoing coaching and accountability around that same work.
The Boardroom
$2,500 / month
Keep building toward independence with coaches and peers who help you follow through. Bring your current plan, numbers and a decision to work on.
Use the Owner’s Academy, current tools and AI support alongside office hours, functional coaching and workshops. Prepare for the monthly, quarterly and annual reviews you run in your own company.
12-month commitment, then month-to-month.
Ownership Coaching
$5,000 / month total
Includes The Boardroom plus deeper individual coaching and access under a separate agreement.
Use individual support for the ownership choices and company decisions that need more focused work.
Is this the right fit for your business?
This work is for you if you own an established privately held business and want its decisions to support your personal goals. Bring the records, time and willingness to make decisions that a useful plan requires.
You remain the decision-maker. Financial preparation, your participation and review of the work determine what is ready to use.
If you are still exploring, start with the free Ownership Assessment. Your Velocity Score and Roadmap help you see what needs work before choosing support.
Get your Velocity Score