Guided strategic planning

Business Planning Retreats

Oct 19-21 - Bonita Springs, FL
Nov 9-11 & 12-14 - Phoenix, AZ

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Days of Planning

Guided Breakouts

Business Blueprint

Goal setting, marketing strategy, KPIs, budgeting, forecasting, and more.

First Retreat Begins In:

days day

hours hour

minutes minute

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First Retreat Begins In:

days day

hours hour

minutes minute

seconds second

The Business Planning Experience

Our retreats are designed to give you the space and structure to focus on your business with clarity and intention. Over three days, you’ll step away from distractions and work through a guided process to build a clear, actionable plan that supports your goals and long-term direction.

Here’s what you’ll accomplish during the retreat:

Business Analysis

Complete SWOT analysis and detailed evaluation of your current financial position.

Marketing Plan

Analysis, sales goals, a budget, and strategies for the coming year.

Financial Proforma

Fiscal forecasting, budgeting, analysis, benchmarks, and KPIs.

Strategic Initiatives

Defined short- and long-term objectives with standards developed to measure success.

Individual Coaching

One-on-one guidance from Violand’s seasoned team of advisors.

Networking Forums

Opportunity to engage and collaborate with like-minded industry professionals.

$1,100/attendee

14 IICRC CECs

Why Attend the Retreat

Participants often say that if they had to write their business plan on their own, they would never set aside the time for this critical task. This retreat provides the opportunity to step outside the day-to-day demands of your company and build a focused Business Plan customized to your home-service business.

Receive guidance and structure to simplify the planning process
Build confidence to handle what the year ahead brings
Strengthen team alignment around a shared vision

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The Business Planning Process

What Attendees Are Saying

The retreat was absolutely worth the time and investment. I walked away with a tremendous amount of useful information, not only from the sessions but also from the networking conversations. I left feeling energized, supported, and more confident in our direction moving forward.

Lindsay Risinger

United Fire & Water

A game-changer for our business. The process is structured, practical, and built for real-world execution. We walked out with a clear annual plan, quarterly priorities, KPIs that actually matter, and a cadence to keep our team aligned and accountable.

Darren Harrell

Graystone Restoration

Choose Your Retreat

Bonita Springs, FL

OCT 19-21

Held at the Coconut Point Resort & Spa

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Phoenix, AZ

NOV 9-11

Held at the Tapatio Cliffs Resort

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Phoenix, AZ

NOV 12-14

Held at the Tapatio Cliffs Resort

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Join us at a Business Planning Retreat

Be the first to secure your spot at a retreat and start charting your course to success

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