40 Strategy growth workshop™

Real focus. Real effort. Real results.

A 2-day intensive workshop for CEOs who are tired of being stuck, tired of failed implementations, and tired of doing it alone.

We help CEOs of small businesses build companies that scale, profit, and thrive—without being in weeds..

NPS Score: 100%

Hilton Phoenix Tapatio Cliffs Resort

November 2nd & 3rd, 2026

Not your average workshop

Two days that change everything.

The 40 Strategy Growth Workshop™ brings together business leaders who want to do more than survive uncertain times. It's time to thrive Walk away with a clear, customized plan to execute.

2-day

Intensive Workshop

An immersive, in-person experience designed to cut through distractions and drive real progress.

2-day

Intensive Workshop

An immersive, in-person experience designed to cut through distractions and drive real progress.

3x ROI

Guaranteed in 2027

We guarantee you'll see at least 3x return on your investment, or we keep working with you until you do.

3x ROI

Guaranteed in 2027

We guarantee you'll see at least 3x return on your investment, or we keep working with you until you do.

3x ROI

Guaranteed

We guarantee you'll see at least 3x return on your investment, or we keep working with you until you do.

CEOs Per Workshop

A curated room of growth-minded leaders - small enough for real conversation, big enough for powerful connections.

CEOs Per Workshop

A curated room of growth-minded leaders - small enough for real conversation, big enough for powerful connections.

CEOs Limited Per Workshop

A curated room of growth-minded leaders - small enough for real conversation, big enough for powerful connections.

This is what happens when small business meets 40 Strategy™

Get a Strategic Plan

More than a workshop.
This is your reset.

This isn't another strategy session that goes nowhere. Our hyper-focused process transforms your business with hands-on work, expert access, and a plan you'll actually follow through on.

Expert Access

Scheduled one-on-one time with experts in strategy, tax planning, AI, operations, marketing, and more.

Peer Connection

Connect with growth-minded CEOs facing the same challenges. Leaders helping leaders—that's what this workshop is about.

Man and woman working side by side at a desk, both focused on their laptops.

Your 12-month plan. Built in 2 days.

Join CEOs who are done being stuck. Walk away with a real plan—and the support to execute it.

HILTON PHOENIX TAPATIO CLIFFS — NOV 2-3

We won’t share your data with third parties. Ever.

Your 12-month plan. Built in 2 days.

HILTON PHOENIX TAPATIO CLIFFS — NOV 2-3

We won’t share your data with third parties. Ever.

Your 12-month plan. Built in 2 days.

Join CEOs who are done being stuck. Walk away with a real plan—and the support to execute it.

HILTON PHOENIX TAPATIO CLIFFS — NOV 2-3

We won’t share your data with third parties. Ever.

Everything you need to leave
ready to execute.

The 40 Strategy Growth Workshop™ gives you the tools, access, and support to walk away with a real plan—not just inspiration.

Book a Call

Full 2-Day Workshop

An immersive, in-person experience with focused sessions, hands-on planning, and zero distractions.

One-on-One Expert Access

Scheduled time with specialists in strategy, tax, AI, operations, and marketing—tailored to your business.

One-on-One Expert Access

Scheduled time with specialists in strategy, tax, AI, operations, and marketing—tailored to your business.

Annual Goals & Quarterly Sprints

Leave with a clear plan: defined priorities, measurable goals, and a 90-day sprint ready to execute.

Annual Goals & Quarterly Sprints

Leave with a clear plan: defined priorities, measurable goals, and a 90-day sprint ready to execute.

Growth Drive Analysis

Uncover hidden value killers and unlock opportunities you're not seeing. (Select tiers)

12-Month Cohort Access

Ongoing accountability and coaching long after the workshop ends. (Select tiers)

12-Month Cohort Access

Ongoing accountability and coaching long after the workshop ends. (Select tiers)

VIP Dinner & Networking

Connect with fellow CEOs and speakers in an intimate setting. (Select tiers only)

VIP Dinner & Networking

Connect with fellow CEOs and speakers in an intimate setting. (Select tiers only)

“There is simply no substitute for 40 Strategy.”
“We’ve replaced three other advisors with 40 Strategy.”
100% Real Reviews
“40 Strategy has changed our business.”
“We couldn't be happier with the results from 40 Strategy.”
97% Recommend

“We couldn't be happier with the results from 40 Strategy.”
“40 Strategy has changed our business.”
100% Real Reviews
“We’ve replaced three other advisors with 40 Strategy.”
“There is simply no substitute for 40 Strategy.”
97% Recommend
“We couldn't be happier with the results from 40 Strategy.”
“40 Strategy has changed our business.”
100% Real Reviews
“We’ve replaced three other advisors with 40 Strategy.”
“There is simply no substitute for 40 Strategy.”
97% Recommend
“We couldn't be happier with the results from 40 Strategy.”
“40 Strategy has changed our business.”
100% Real Reviews
“We’ve replaced three other advisors with 40 Strategy.”
“There is simply no substitute for 40 Strategy.”
97% Recommend
“We couldn't be happier with the results from 40 Strategy.”
“40 Strategy has changed our business.”
100% Real Reviews
“We’ve replaced three other advisors with 40 Strategy.”
“There is simply no substitute for 40 Strategy.”
97% Recommend

“There is simply no substitute for 40 Strategy.”
“We’ve replaced three other advisors with 40 Strategy.”
100% Real Reviews
“40 Strategy has changed our business.”
“We couldn't be happier with the results from 40 Strategy.”
97% Recommend

Man with beard in a red shirt smiling indoors

customer success

“Ive been to a lot of these types of conferences in the past, but this one was a wealth of knowledge.” - Brandon Rigler, AZ Family Florist

Watch video (3:49)

A man standing on top of a skateboard ramp

customer success

“Business can be overwhelming and intimidating. All of it has been invaluable.” Shannon Menendez, Rooted Wellness

Watch Video (4:20)

a group of people in a room with a projector screen

customer success

“There are people here who are sharing insights into how entrepreneurs can grow their business with tips and tricks that are tried and true, and how to apply them. - Terry Hartzell, Hartzell Heating and Air Conditioning

Watch video (4:11)

customer success

“Business can be overwhelming and intimidating. All of it has been invaluable.” Shannon Menendez, Rooted Wellness

Watch Video (4:20)

customer success

“40 Strategy has transformed our entire approach to growth.”

Watch Video (4:20)

NPS Score: 100%

Choose your level of commitment.

Every tier includes the full workshop experience. The difference is how much support comes after.

Executive Growth + Cohort

The complete package. Monthly coaching with Carl and VIP access all year.

$1,197

/ month

Pay In Full: $12,500 (Save $1864)

Get Executive Growth + Cohort

Core features:

Everything in Growth + Cohort

8 one-on-one meetings

Monthly 1:1 coaching with Carl (12 months)

Hotel suite included

More Feature:

Priority seating and access

Direct line to Carl between sessions

Early access to future workshops

Executive Growth + Cohort

The complete package. Monthly coaching with Carl and VIP access all year.

$1,197

/ month

Pay In Full: $12,500 (Save $1864)

Get Executive Growth + Cohort

Core features:

Everything in Growth + Cohort

8 one-on-one meetings

Monthly 1:1 coaching with Carl (12 months)

Hotel suite included

Platform Access:

Priority seating and access

Direct line to Carl between sessions

Early access to future workshops

Growth + Cohort

Workshop plus 12 months of accountability, coaching, and peer support.

$497

/ month

Pay In Full: $5,000 (Save $964)

Get Growth + Cohort

Core features:

Everything in Growth Essentials

4 one-on-one expert meetings

12-month cohort membership

Weekly group coaching calls

More Features:

Growth Drive Analysis

VIP dinner with speakers

Private community access

Growth + Cohort

Workshop plus 12 months of accountability, coaching, and peer support.

$497

/ month

Pay In Full: $5,000 (Save $964)

Get Growth + Cohort

Core features:

Everything in Growth Essentials

4 one-on-one expert meetings

12-month cohort membership

Weekly group coaching calls

Platform Access:

Growth Drive Analysis

VIP dinner with speakers

Private community access

Growth Workshop Essentials

The full workshop experience. Build your plan and leave ready to execute.

$247

/ month

Pay In Full: $2,500 (Save $464)

Get Growth Workshop Essentials

Core features:

Full 2-day in-person workshop

2 one-on-one expert meetings

Annual goals planning session

Quarterly sprint development

More Features:

All meals included

Workshop materials and recordings

Growth Workshop Essentials

The full workshop experience. Build your plan and leave ready to execute.

$247

/ month

Pay In Full: $2,500 (Save $464)

Get Growth Workshop Essentials

Core features:

Full 2-day in-person workshop

2 one-on-one expert meetings

Annual goals planning session

Quarterly sprint development

Platform Access:

All meals included

Workshop materials and recordings

Two days that change everything.

This is what happens when small business meets 40 Strategy™

This is what happens when small business meets 40 Strategy™

More than a workshop. This is your reset.

Your 12-month plan. Built in 2 days.

Your 12-month plan. Built in 2 days.

Your 12-month plan. Built in 2 days.

Everything you need to leave ready to execute.

100% Real Reviews

97% Recommend

100% Real Reviews

97% Recommend

100% Real Reviews

97% Recommend

100% Real Reviews

97% Recommend

“Ive been to a lot of these types of conferences in the past, but this one was a wealth of knowledge.” - Brandon Rigler, AZ Family Florist

“Business can be overwhelming and intimidating. All of it has been invaluable.” Shannon Menendez, Rooted Wellness

“There are people here who are sharing insights into how entrepreneurs can grow their business with tips and tricks that are tried and true, and how to apply them. - Terry Hartzell, Hartzell Heating and Air Conditioning

“Business can be overwhelming and intimidating. All of it has been invaluable.” Shannon Menendez, Rooted Wellness

“40 Strategy has transformed our entire approach to growth.”

Choose your level of commitment.

Executive Growth + Cohort

Executive Growth + Cohort

Growth + Cohort

Growth + Cohort

Growth Workshop Essentials

Growth Workshop Essentials

More than a workshop.
This is your reset.

Everything you need to leave
ready to execute.