Incubator™
Workshopping the future
in an intimate setting
Introducing the
all-new Incubator
This is Thriveal’s original IncubatorTM, but reworked after the pandemic to be even more impactful for firms owners and leaders ready for a new fresh start in setting up their firms for success. You will work for 10 hours per day with a final half day mapping/coaching session of takeaways and where to go next. Led by 25 year firm veterans, Jason M Blumer, CPA & Julie Shipp, you will be challenged to abandon archaic models of firm building, eliminate limiting beliefs that many owners carry, and learn foundational concepts that allow firms to grow successfully (and profitably)!
8 amazing topics that will change you and your firm
Every firm owner needs the opportunity to go through education to help them run their firm like a pro. But we don’t usually have access to that education. Firm owners need to work with other firm entrepreneurs to learn the basics of firm scaling, how to price, approaching your market, and doing all of this in a community of other serious firm owners seeking to grow their firms with intention too. Join our alumni and get your MBA in firm entrepreneurship here at the Thriveal Incubator.
1
Debunking myths of firm growth
As firm entrepreneurs, we come to believe untruths about ourselves, our abilities, and how we grow firms. These come from our own insecurities, but also social media and other people around us influence us in wrong ways. Come hear what’s true about firm entrepreneurship. And with that truth, debunk your own beliefs to embrace what you can finally achieve with the right focus.
2
Strategy & planning your successful future
Strategy is just another word for being intentional. Doing things on purpose. Come learn how to implement strategic planning in your firm so that you can tackle each year with intention. We’ll dive deep into our Strategic Calendar Work Blocking methodology and how this has enabled many firm entrepreneurs to lead their firms and lives with order. No more chaos means you can now grow.
3
Bite-sized marketing & intimate selling
Marketing is a long game so there is patience to be developed to see fruit from the seeds that you plant. The other side of that coin is selling, where you come face to face with someone who wants you to convince them to pay you so that you can serve them. You may niche, focus, post on socials, and brand yourself; but whatever you do you will have to position & persuade those you are meant to serve.
4
Team structuring for growth
Every firm’s path to building their team will look different, so you have to avoid copying someone else’s team structure. This is the most creative part of firm entrepreneurship: knowing the moves to make with the roles and the people you invite on to your team. There are pitfalls to avoid for every firm and principles to adhere to if you are to navigate the path to larger team.
5
Leadership principles & practices
Leadership takes a lot of practice, and there are some basics you’ll need to know to build the firm you want to lead. Leadership is a practical process of self-sacrifice, self-discovery, and self-control. Anyone can learn to be a leader. We’ll teach the principles that you can take and apply through any team size that allows your firm to grow bigger than yourself.
6
Risk taking skills for firm entrepreneurs
Risk taking is a skill. You get better at it by doing it. And you must take risks or you can’t grow. We’ll teach models of risk taking and teach you how to employ the concept of ‘leverage’ in your growth. You’ll asses risks vs. rewards to assess whether you are making the right moves at the right time. Whether scaling, acquiring, or merging it all comes from taking risks. We’ll teach you how to do it.
7
Capturing your value with pricing
Pricing is your fuel to grow your firm. Are you looking to move away from time & billing in your firm? Then you need this session. We’ll teach how to price, create options, and the practicalities of pitching options. Pricing is strategic and forward looking (while billing looks at your past); we’ll show you how to make your price one of your strongest differentiators as you grow.
8
Firm business models that bring order
All that we do in firm building is about bringing chaos into order. If you let your inbox, or team, or client base tell you what to do then you will be crushed. We’ll teach our foundational Prototype Components Model for Growth (PCMG) and assess you (and the group) with our 100 question test to score you on the 10 main components that allow you to scale a services organization.
The moment when
the coin drops
When and where
Don’t miss this opportunity! There are only 30 firm spots available and they have always sold out. These spots will not last long so grab your spot during the Early Bird season so that you can change how you view your future in leading a professional firm. Continuing Professional Education will be awarded (number of hours to be determined).
Dates: July 17 – 19, 2024
Day 1 July: 17th 8:30 am – 7pm EST
Day 2 July: 18th 8 am – 7 pm EST
Day 3 July: 19th 8 am – 1 pm EST
Incubator 2024 Agenda
Wednesday, July 17
8:30am
Welcome! Enjoy the Breakfast Grazing Table
9:00am
Technology Partner: Introduction to Anchor
9:30am
Group Introductions
10:00am
Session 1: Debunking Myths of Firm Growth
11:00am
Session 1: Breakout Group Time + Bio Break
12:00pm
Lunch 🥪, Mingle, & Market Leader Scoring
1:00pm
Session 2: Strategy & Planning Your Successful Future
2:00pm
Session 2: Breakout Group Time + Bio Break
3:00pm
Session 3: Bite-Sized Marketing & Intimate Selling
4:00pm
Session 3: Breakout Group Time
5:00pm
Session 4: Capturing Your Value with Pricing
6:00pm
Get some grub! 🥙
6:30pm
Q&A and Wrap Up
Thursday, July 18
Breakfast on your own
8:00am
Welcome Back and Q&A!
9:00am
Pricing Case Study review
9:30am
Teaching Time with Tal – on Pricing
10:00am
Session 4: Breakout Group Time + Bio Break
11:00am
Group Coaching Breakouts – 5 groups of 4, 45 minutes + Bio Break
12:00pm
Lunch 🍗+ Take a Break, Take a Walk, Take a Call
1:00pm
Session 5: Leadership Principles & Practices
2:00pm
Session 5: Breakout Group Time + Bio Break
3:00pm
Session 6: Risk Taking Skills for Firm Entrepreneurs
4:00pm
Teaching Time with Tal – on Risk Taking
4:30pm
Session 6: Breakout Group Time + Get Some Grub at 5 pm!
5:30pm
Technology Partner: Eliminating Workflows & Automating with Anchor
6:00pm
Q&A and Wrap Up
Friday, July 19
Breakfast on your own
8:00am
Welcome back + Introduction of RE____
8:30am
Session 7: Team Structuring For Growth
9:30am
Session 7: Breakout Group Time + Bio Break
10:30am
Session 8: Firm Business Models That Bring Order
11:30am
Lunch 🌮
12:00pm
Session 8: Breakout Group Time: Mapping Your Journey to Create Order
1:00pm
Wrap Up + Share Your RE_____ Word
Pricing
Email us at [email protected] for questions on payment plans, bulk tickets sales, and special discounts.
$1,950
Per owner
Operational leaders may attend on their own for $1,950 even if the firm owner does not attend. Payment plans are available.
$950
Additional Attendee
Additional $950 for each additional person from the same firm.
%
Special Discounts
There are discounts for Thriveal members and those who are new firm owners (“new firm owners” are owners who have owned their firm for a year or less).
2024 is over, but sign up here to be notified when 2025 registration opens
