Private workshop for B2B founders finalizing 2026 budgets.
Co-hosted by a wealth advisor and an operational strategist.

No pitches. Just the external AND internal reality you're missing.

And Why You Can't See
Either One From Inside Your Business

The Two Blind Spots That Will

Sabotage Your 2026 Plan

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Here’s What Happens Every December

You’re finalizing plans for 2026.

You review projected revenue growth. Your hiring targets. Margin goals. Maybe even an exit timeline.

You're planning based on two assumptions:

  1. External: The macro landscape (rates, buyer appetite, tax policy) will behave predictably

  2. Internal: Your business fundamentals (margins, capacity, value) are solid

Both assumptions are wrong. And you can't see either one from inside your business.

Blind Spot #1:

What the Macro Landscape Actually Means for YOUR Business

You read headlines: "Fed holds rates." "Inflation sticky." "Tax reform possible."

But you don't know:

  • How 10-year Treasury at 4% changes deal structures in YOUR industry

  • Whether buyer appetite is up or down for YOUR business model

  • If potential tax reform means you should accelerate exit plans or delay them

  • What "market timing" actually means in dollars for YOUR valuation

Result: You plan 2026 based on 2023 assumptions while the landscape shifts under your feet.

Cost: $500K-1M in missed opportunities from wrong timing and wrong market assumptions.

Blind Spot #2:

What Your Operational Dependencies Are Actually Costing You

You assume:

  • Your margins are solid (you hit targets)

  • Your business could run without you (theoretically)

  • You're building value (revenue is growing)

But you can't see:

  • Margins subsidized by your unpaid hours (profitability illusion)

  • Founder embedded in every client relationship (30-50% valuation discount)

  • Decision authority never transferred (team dependent, not capable)

Result: The gap between what YOU think your business is worth and what BUYERS will actually pay.

Cost: $1.5M-3M on a typical $5M enterprise value (30-50% discount for founder dependency).

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Why You Can't See Either Blind Spot

  • External factors: You're too busy running the business to translate macro trends into specific implications for YOUR situation.

  • Internal factors: You're inside the architecture. You can't diagnose your own dependencies any more than you can see your own blind spots while driving.

You need both perspectives to plan accurately.

What This Workshop Gives You

90 minutes with two advisors who see what you can't:

Reem Rawashdeh, CFA®, AIF®
Vice President, Investments

Raymond James

External Reality:
Macro Landscape

  • How interest rates, credit conditions, and inflation are changing deal structures RIGHT NOW

  • What potential tax reform means for your exit timing (and which windows to watch)

  • Whether current market conditions say accelerate, delay, or restructure your plans

You'll walk away knowing:
Whether your 2026 assumptions match current reality—or need adjustment.

Jen Eckhardt
Principal

Entrepreneurial Freedom, LLC

Internal Reality:
Operational Dependencies

  • Why founder dependency creates the 30-50% valuation discount (and what drives that specific number)

  • Which operational dependencies are suppressing your value right now

  • What "exit readiness" actually requires (3-5 year journey, not 6-month sprint)

You'll walk away knowing: What steps to take to ensure your exit readiness.

Save Your Seat

Date: December 11th, 2025

Time: 10a Mountain / 12p Eastern

Format: Private Zoom

Investment: $0 (limited to 25 founders)

“Working with Jen has been one of the most pivotal professional experiences I’ve had. She has an uncanny ability to bypass the noise and identify the true source of a business challenge, often something I couldn’t see myself. Where others focus on symptoms, Jen focuses on the root cause and then builds the systems and structures that create real momentum. She also helped train my team to take ownership and anticipate challenges before they become problems. Her insight has saved me months of spinning in the wrong direction and given me clarity that’s transformed how I lead. Jen is not just a strategist; she’s a business accelerator and a truth-teller in the best possible way.

Josh Lamar, CEO
Amplinate

"Patty is a financial “wizard” and I highly recommend her if you want to learn more about how your company operates by the numbers. She can help you successfully navigate big changes or growth, and if you’re seeking to mature your business and make it more profitable through efficiencies, you need Patty."

Chuck Hall, President
Winston’s Chimney Service