––– INTENSIVE 4-HOUR WORKING MASTERCLASS –––
2027 Business
Scaling Masterclass
The Strategic Planning & AI-Powered Scaling Workshop for Business Owners
Don’t just make your business bigger in 2027. Build a business designed to multiply using strategy, systems, automation, AI, and operating leverage to generate substantially greater growth and profitability.
A HANDS-ON WORKING SESSION
The Details
Date:
Tuesday, October 13th
2:00-6:00pm
Location:
Baily’s in Old Town Temecula
28699 Old Town Front St.
Temecula, CA 92590
Private Reception Exclusively
for Maintenance Clients:
6:30-8:00pm
––– INTENSIVE 4-HOURS WORKING MASTERCLASS –––
2027 Business Scaling Masterclass
The Strategic Planning & AI-Powered Scaling Workshop for Business Owners
Don’t just make your business bigger in 2027. Build a business designed to multiply using strategy, systems, automation, AI, and operating leverage to generate substantially greater growth and profitability.
A HANDS-ON WORKING SESSION
The Details
Date:
Tuesday, October 13th
2:00-6:00pm
Location:
Baily’s in Old Town Temecula
28699 Old Town Front St.
Temecula, CA 92590
Private Reception for Maintenance Clients:
6:30-8:00pm
Strategic
Set a clear 2027 vision and targets
Practical
Apply every lesson to your business
AI-Powered
Turn AI into a scaling engine
Actionable
Leave with a 90-day plan
Strategic
Set a clear 2027 vision and targets
Practical
Apply every lesson to your business
AI-Powered
Turn AI into a scaling engine
Actionable
Leave with a 12-month roadmap
CAN'T MAKE THE MASTERCLASS?
Start building your AI plan anyway.
Get The AI Business Scaling Toolkit, a fillable companion workbook designed to help business owners turn AI opportunities into a practical first system with measurable results.
Work through five focused steps:
Find your strongest AI opportunities
Rank the three initiatives worth pursuing first
Design your first AI-powered business system
Build an ROI case with realistic numbers
Create a 30-day launch plan with clear measures
A COMPANION WORKBOOK FOR THE 2027 BUSINESS SCALING MASTERCLASS
CAN'T MAKE THE MASTERCLASS?
Start building your AI plan anyway.
Get The AI Business Scaling Toolkit, a fillable companion workbook designed to help business owners turn AI opportunities into a practical first system with measurable results.
Work through five focused steps:
Find your strongest AI opportunities
Rank the three initiatives worth pursuing first
Design your first AI-powered business system
Build an ROI case with realistic numbers
Create a 30-day launch plan with clear measures
A COMPANION WORKBOOK FOR THE 2027 BUSINESS SCALING MASTERCLASS
A COMPANION WORKBOOK FOR THE 2027 BUSINESS SCALING MASTERCLASS
CAN'T MAKE THE MASTERCLASS?
Start building your AI plan anyway.
Get The AI Business Scaling Toolkit, a fillable companion workbook designed to help business owners turn AI opportunities into a practical first system with measurable results.
Work through five focused steps:
Find your strongest AI opportunities
Rank the three initiatives worth pursuing first
Design your first AI-powered business system
Build an ROI case with realistic numbers
Create a 30-day launch plan with clear measures
A COMPANION WORKBOOK FOR THE 2027 BUSINESS SCALING MASTERCLASS
THE MASTERCLASS PROMISE
Build a business capable of multiplying year after year.
Move beyond conventional growth strategies. Learn how strategy, systems, recurring revenue, automation, leadership, replicability, operating leverage, and AI create a company that becomes more efficient, more profitable, and more scalable.
Define where you are going
Establish your 2027 vision, growth targets, and definition of success.
Find what will create the greatest leverage
Identify bottlenecks and the 3 - 5 opportunities with the greatest impact on your business.
Build the execution path
Leave with a tailored scaling plan, clear priorities, and what must happen first.
"Don’t just make your business bigger in 2027. Build a business designed to multiply"
Using strategy, systems, automation, AI, and operating leverage to generate substantially greater growth and profitability without proportional increases in employees or overhead.
"Don’t just make your business bigger in 2027. Build a business designed to multiply"
Using strategy, systems, automation, AI, and operating leverage to generate substantially greater growth and profitability without proportional increases in employees or overhead.
Define where you are going
Establish your 2027 vision, growth targets, and definition of success.
Define where you are going
Establish your 2027 vision, growth targets, and definition of success.
Find what will create the greatest leverage
Identify bottlenecks and the 3 - 5 opportunities with the greatest impact on your business.
Build the execution path
Leave with a tailored scaling plan, clear priorities, and what must happen first.
Find what will create the greatest leverage
Identify bottlenecks and the 3 - 5 opportunities with the greatest impact on your business.
Build the execution path
Leave with a tailored scaling plan, clear priorities, and what must happen first.
"Don’t just make your business bigger in 2027. Build a business designed to multiply"
Using strategy, systems, automation, AI, and operating leverage to generate substantially greater growth and profitability without proportional increases in employees or overhead.
THE MASTERCLASS PROMISE
Build a business capable of multiplying year after year.
Move beyond conventional growth strategies. Learn how strategy, systems, recurring revenue, automation, leadership, replicability, operating leverage, and AI create a company that becomes more efficient, more profitable, and more scalable.
Define where you are going
Establish your 2027 vision, growth targets, and definition of success.
Understand what creates business value
See the factors that make a company more desirable, resilient, and transferable.
Identify the weaknesses holding value back
Examine structure, operations, financials, leadership, systems, and owner dependence.
Create a clear path forward
Build a practical 12-month strategic roadmap focused on increasing enterprise value.
Find what will create the greatest leverage
Identify bottlenecks and the 3 - 5 opportunities with the greatest impact on your business.
Build the execution path
Leave with a tailored scaling plan, clear priorities, and what must happen first.
Most business owners work harder every year while becoming more trapped inside the company they built.
A truly valuable business creates freedom, scalability, profitability, transferability, and long-term wealth.
"Don’t just make your business bigger in 2027. Build a business designed to multiply"
Using strategy, systems, automation, AI, and operating leverage to generate substantially greater growth and profitability without proportional increases in employees or overhead.
Most business owners work harder every year while becoming more trapped inside the company they built.
A truly valuable business creates freedom, scalability, profitability, transferability, and long-term wealth.
THE FIVE-PHASE MASTERCLASS
From ambition to an executable scaling plan.
Each phase builds on the last, taking you from a clear destination to the immediate actions that make meaningful 2027 growth possible.
Phase One: Define Your 2027 Vision & Targets
You cannot build the strategy until you know exactly where you’re going. Attendees will define what they want their business to become in 2027 and establish clear targets for revenue, profitability, growth, organizational capacity, and other critical measures of success.
Establish specific 2027 vision, growth targets, and definition of success
Work backward to determine what must change, improve, or be built inside the company
Outcome: A clearly defined 2027 Business Vision & Scaling Target
Phase One: Define Your 2027 Vision & Targets
You cannot build the strategy until you know exactly where you’re going. Attendees will define what they want their business to become in 2027 and establish clear targets for revenue, profitability, growth, organizational capacity, and other critical measures of success.
Establish specific 2027 vision, growth targets, and definition of success
Work backward to determine what must change, improve, or be built inside the company
Outcome: A clearly defined 2027 Business Vision & Scaling Target
Phase Two: Learn How Businesses Actually Scale
Discover the strategies that create compounding growth, greater efficiency, and expanding margins.
We will teach the difference between simply growing a business and building a company capable of true scale.
Break down 12 Business Scaling Strategies for compounding growth and efficiency.
Focus on margin expansion and operating leverage, not simply increasing gross revenue.
Create recurring and repeatable revenue that continues to build year after year.
Build a replicable model that can be duplicated across locations or business units.
Phase Two: Learn How Businesses Actually Scale
Discover the strategies that create compounding growth, greater efficiency, and expanding margins. We will teach the difference between simply growing a business and building a company capable of true scale.
Break down 12 Business Scaling Strategies for compounding growth and efficiency
Focus on margin expansion and operating leverage, not simply increasing gross revenue
Create recurring and repeatable revenue that continues to build year after year
Build a replicable model that can be duplicated across locations or business units
Phase Three: Build Your AI-Powered Business
Turn AI into a competitive advantage and scaling engine. Attendees will learn what AI can actually do and how it can be deployed throughout their organizations to increase speed, capacity, consistency, and profitability.
Progress from AI Assistance → AI-Powered Workflows → AI-Powered Business Systems
Deploy AI across marketing, sales, operations, admin, customer service, and finance
Outcome: Every attendee develops a customized AI Implementation & Utilization Plan
Phase Three: Build Your AI-Powered Business
Turn AI into a competitive advantage and scaling engine. Attendees will learn what AI can actually do and how it can be deployed throughout their organizations to increase speed, capacity, consistency, and profitability.
Progress from AI Assistance → AI-Powered Workflows → AI-Powered Business Systems
Deploy AI across marketing, sales, operations, admin, customer service, and finance
Outcome: Every attendee develops a customized AI Implementation & Utilization Plan
Phase Four: Identify Your Greatest Scaling Opportunities
Apply everything directly to your own business. Attendees will conduct a structured Business Scaling Assessment to determine where their greatest opportunities and constraints exist.
Key question addressed: If your business doubled over the next 12 months, what would break first?
Examine revenue, pricing, tech, operations, strategic partnerships, and owner dependency
Outcome: Identify your 3–5 highest-impact scaling priorities for 2027
Phase Four: Identify Your Greatest Scaling Opportunities
Apply everything directly to your own business. Attendees will conduct a structured Business Scaling Assessment to determine where their greatest opportunities and constraints exist.
Key question addressed: If your business doubled over the next 12 months, what would break first?
Examine revenue, pricing, tech, operations, strategic partnerships, and owner dependency
Outcome: Identify your 3–5 highest-impact scaling priorities for 2027
Phase Five: Build Your 2027 Business Scaling Plan
Turn everything you’ve learned into action. Attendees will bring together their vision, scaling opportunities, AI strategy, and business assessment to create their personalized master plan.
Connect priorities to clear objectives, measurable KPIs, actions, responsibilities, and deadlines
Build your 90-Day Immediate Growth Execution Plan so you know exactly what happens first
Leave with zero ambiguity about your next steps
Phase Five: Build Your 2027 Business Scaling Plan
Turn everything you’ve learned into action. Attendees will bring together their vision, scaling opportunities, AI strategy, and business assessment to create their personalized master plan.
Connect priorities to clear objectives, measurable KPIs, actions, responsibilities, and deadlines.
Build your 90-Day Immediate Growth Execution Plan so you know exactly what happens first.
Leave with zero ambiguity about your next steps.
WHAT YOU WILL LEAVE WITH
More than notes and ideas.
Your 2027 Business Vision & Scaling Target
The 12 Business Scaling Strategies
An AI Implementation & Utilization Plan
A Business Scaling Assessment
Your 3 - 5 Highest-Impact Scaling Priorities
Your 2027 Business Scaling Plan
A 90-Day Immediate Growth Execution Plan
THE QUESTION THAT CHANGES THE PLAN
If your business doubled in the next 12 months, what would break first?
We will examine revenue, profitability, pricing, marketing, sales, recurring revenue, customer value, people, processes, technology, operations, partnerships, market expansion, owner dependency, and replicability.
Find the constraint. Build the leverage.
WHAT YOU WILL LEAVE WITH
More than notes and ideas.
Your 2027 Business Vision & Scaling Target
The 12 Business Scaling Strategies
An AI Implementation & Utilization Plan
A Business Scaling Assessment
Your 3 - 5 Highest-Impact Scaling Priorities
Your 2027 Business Scaling Plan
A 90-Day Immediate Growth Execution Plan
THE QUESTION THAT CHANGES THE PLAN
If your business doubled in the next 12 months, what would break first?
We will examine revenue, profitability, pricing, marketing, sales, recurring revenue, customer value, people, processes, technology, operations, partnerships, market expansion, owner dependency, and replicability.
Find the constraint. Build the leverage.
PREVIOUS EVENTS
Serious business conversations.
Real owner connections.
Join a room of ambitious local business owners working on real operational growth and strategic leverage.
REGISTRATION
Don’t Enter 2027 Hoping Your Business Grows. Build the Plan to Make It Happen.
The businesses that achieve substantial growth don’t simply work harder. They create leverage.
Choose your registration path below.
OPEN TO BUSINESS OWNERS
Non-Clients
Non-Clients
$149
Non-refundable registration fee.
General workshop admission
Food and drinks
Business owner networking
Opportunity to experience a CBF-sponsored event
CBF CLIENTS
Regular Clients
General Clients
$49
Venue fee refunded to clients who attend.
General workshop admission
Food and drinks
Business owner networking
Actionable workshop materials
INCLUDES PRIVATE RECEPTION
Premium Client (Membership Program, Maintenance Plan)
Free
General workshop admission
Food and drinks
Business owner networking
Private dinner, wine tasting and laser coaching
INCLUDES PRIVATE RECEPTION
Premium Clients: Membership & Maintenance
Free
General workshop admission
Food and drinks
Business owner networking
Private dinner, wine tasting and laser coaching
CBF CLIENTS
Regular Clients
General Clients
$49
Venue fee refunded to clients who attend.
General workshop admission
Food and drinks
Business owner networking
Actionable workshop materials
OPEN TO BUSINESS OWNERS
Non-Clients
Non-Clients
$149
Non-refundable registration fee.
General workshop admission
Food and drinks
Business owner networking
Opportunity to experience a CBF-sponsored event
EVENT FAQs
Before you register.
Who can attend?
CBF clients receive priority access. Business owners, entrepreneurs, and other non-clients may also attend through the non-client registration option.
What is included?
The general event includes the workshop, networking, food, and beverages. Eligible Maintenance Plan and Membership Program clients are also invited to the private reception after the event.
Why is there a $49 client fee?
The $49 client registration is a venue fee and is refunded to clients who attend.
What should I expect from the format?
A casual, business-focused environment combining presentation, practical exercises, discussion, and networking with other owners.
