
PHOENIX, ARIZONA | NOVEMBER 3RD & 4TH
Only a few seats left — registration closes soon!
BUILD YOUR 2026 STRATEGY
IN TWO DAYS
Join an elite group of purpose-driven CEOs and business owners for a 2-day, hands-on workshop where you’ll design your 2026 Strategic Growth Plan, learn from 10 industry experts, and walk away with a 10-week operating sprint to execute immediately.
CLARIFY mission, values, advantage
PRIORITIZE 3–5 moves that matter
DESIGN a 10-week plan (owners + metrics)
SET weekly reflection, review, redirection
A BEAUTIFUL SETTING FOR STRATEGY
Golf

Event

Stay

Grow
Tools and strategies you need to grow in 2026
Value: $5,000
2 Day Event and Networking
A 2026 Strategic Growth Plan
AI Strategies to Simplify Integration into Your Business
Strategies to Apply the 2025 New Tax Bill
Wealth Strategies to Maximize Personal & Business Cash Flow
2026 Sales & Marketing Strategies
Tips on Outsourcing & Offshore Solutions to Lower Operational Costs
One Quarterly Strategy Sprint with 40 Strategy (Scheduled Post Event)
2X Guaranteed 1:1 consultation sessions with experts at event
Scale
More 1:1 consultations and post event coaching
Value: $10,000
2 Days of Event and Networking
A 2026 Strategic Growth Plan
AI Strategies to Simplify Integration into Your Business
Strategies to Apply the 2025 New Tax Bill
Wealth Strategies to Maximize Personal & Business Cash Flow
2026 Sales & Marketing Strategies
Tips on Outsourcing & Offshore Solutions to Lower Operational Costs
One Quarterly Strategy Sprint with 40 Strategy (Scheduled Post Event)
4X Guaranteed 1:1 consultation sessions with experts at event
Phase 1 Growth-Drive Analysis to Increase Business Value (Scheduled Post Event)
Excel
Limited Availability
Long term high impact coaching and VIP Event experience
Value: $30,000
2 Day Event and Networking
VIP Golf + Networking Day
VIP Dinner
A 2026 Strategic Growth Plan
AI Strategies to Simplify Integration into Your Business
Strategies to Apply the 2025 New Tax Bill
Wealth Strategies to Maximize Personal & Business Cash Flow
2026 Sales & Marketing Strategies
Tips on Outsourcing & Offshore Solutions to Lower Operational Costs
One Quarterly Strategy Sprint with 40 Strategy (Scheduled Post Event)
4X Guaranteed 1:1 consultation sessions with experts at event
Phase 1 Growth-Drive Analysis to Increase Business Value (Scheduled Post Event)
StrengthsFinder/Gallup Individual Report & Interview
Access to 12 Monthly group coaching sessions
2025 Tax Return (value limited to $1,500)
YOU’LL WALK AWAY WITH

ONE-PAGE STRATEGY
A one-page strategic plan aligned to your values and growth goals

ONE-YEAR COMPETITIVE STRATEGIES
Tax, AI, and wealth strategies for 2025–2026

10-WEEK OPERATING PLAN
A 10-week sprint plan to build momentum immediately

CLARITY & COMMUNITY
Clarity, confidence, and a proven framework to grow with purpose
Carl J. Cox, CEO of 40 Strategy and 40 Accounting, has helped create over $500M in business value across 50+ companies.
He’s a CPA, consultant, author of Lost at CEO, and host of the Measure Success Podcast.
Carl’s mission: help leaders build high-performing, values-driven companies that scale with purpose.

MEET THE EXPERTS
The 40 Strategy Growth Workshop™ is bringing together industry experts to help you grow your business. Stay tuned for updates and announcements here.

Bob Bedritis
Founder / Oswego Private Wealth Management

Host / The Art of Passive Income

CEO / Phase 23

CEO / Stellis AI

CEO / Growth-Drive
Grow
Tools and strategies you need to grow in 2026
Value: $5,000
High Impact 2 Day Business and Networking Event
One Quarterly Strategy Sprint with 40 Strategy (Scheduled Post Event)
2X Guaranteed 1:1 consultation sessions with experts at event
Scale
More 1:1 consultations and post event coaching
Value: $10,000
High Impact 2 Day Business and Networking Event
One Quarterly Strategy Sprint with 40 Strategy (Scheduled Post Event)
4X Guaranteed 1:1 consultation sessions with experts at event
Phase 1 Growth-Drive Analysis to Increase Business Value (Scheduled Post Event)
Excel
Limited Availability
Long term high impact coaching and VIP Event experience
Value: $30,000
2 Day Event and Networking
VIP Golf + Networking Day
VIP Dinner
One Quarterly Strategy Sprint with 40 Strategy (Scheduled Post Event)
4X Guaranteed 1:1 consultation sessions with experts at event
Phase 1 Growth-Drive Analysis to Increase Business Value (Scheduled Post Event)
StrengthsFinder/Gallup Individual Report & Interview
Access to 12 Monthly group coaching sessions
2025 Tax Return (value limited to $1,500)
BUILD WITH CLARITY.
LEAD WITH PURPOSE.