What would make your business worth more in 2027?
Create an actionable plan in one focused session in the next 90 days.
LET'S TALKYOU ARE HERE.
You're ready to stop going alone and start building something more.
In the next 90 days I'll work with you to identify where your business stands by plotting its enterprise valuation and its operating baseline. Then we'll identify exactly how to create real growth in 2027. Finally, we'll craft a plan your team can own and execute against all year long.
THE RESULT: A self-managing business worth more.
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CREATE YOUR 2027 PLAN
One Agenda. Two Options.
OPTION 1Â
With Your Team
A team summit to build alignment and ownership on your 2027 growth plan.
 WHO THIS IS FOR
Owners who want to accelerate the development of a high-value, self-managing business.
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Dates: Four dates available, November-January
Full Day $6,000
Venue and food included
OPTION 2Â
One on One
A solo retreat focused on the growth of your business and leadership.
 WHO THIS IS FOR
Owners who want a clear plan to make their company worth more before bringing in their team.
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Dates:Â Six dates available, November-January
Half Day $3,000Â
Venue and food included
WHAT WE WILL DO TOGETHER:
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BEFORE
You complete your Value Builder and Pinnacle Baseline Assessments. We craft an agenda together.
DURING
Four questions: Where does your company stand, where do you want to be, what's standing in the way, and what will unlock growth.
YOU LEAVE WITH
Clarity on your top three drivers of growth in 2027. One, three, and five year vision and goals. Actionable, owned, Q1 2027 initiatives.
AFTER
A written 2027 plan, delivered within 5 days.
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Jed Ayres
CEO of ControlUP
"I have referred to Rachel as our Secret Weapon. She played a key role in helping us grow. She is incredibly bright, can envision the future and then deliver astounding results."Â
Sam Dharmapala
Founder & CEO of Regenesys
"Rachel helped me to understand our strategic flywheel around continuous reinvestment in our people and their capabilities. Seeing that helped me think about how we can spin things faster and reach our larger vision."
Lynn Forbes
Founder of WHOA! Network
"Working with Rachel is not only an experience in creativity, it is also a deep dive into the true goals and motivations of your project. She is talented, patient, generous and a great pleasure to work with."
HOW IT WORKS
Three steps to a clear plan.
1
Book a call
A 30-minutes conversation to sync on your business, choose the right option, and book your date.
2
Prepare
You complete the Value Builder and Pinnacle Assessments. We'll review your results and plan an agenda.
3
Meet
We gather to align on goals, obstacles and strategies. Your written plan follows within 5 days.
If you're interested in having me guide your 2027 strategic planning, we should talk. No commitment until we're aligned. Once you feel confident, we'll set a date and begin preparing.
LET'S TALK
ABOUT RACHEL
I built a company and sold it. Now I help owners and leadership teams build companies that grow, run well without them, and are worth more because of it.
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MY CERTIFICATIONS & TOOLS
VALUE BUILDER™
Data-driven tools to measure and grow what your business is worth.
PINNACLE™
A business operating system that turns plans into team execution.
STRATEGYZER™
Simple tools to frame, ideate, and test winning growth plans.
QUESTIONS
Before You Book?
Who should attend?
What's included?
What if I just want to know my business valuation?
What if I can't commit to a team retreat this year?
How do deposits and rescheduling work?
What happens after the session?
Let's make 2027 your most valuable year.
Team Summits: Four dates this November–January.
Private Half-day Retreats: Six dates this November–January
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If you're interested in having me guide your 2027 strategic planning, we should talk. No commitment until we're aligned. Once you feel confident, we'll set a date and begin preparing.
LET'S TALK