Built on the numbers

Financial Focus. No Influencers. No Hype.
Just Operators Fixing Real Businesses.

A two-day working event for $5MM+ trade business owners who want financial clarity, real systems, and an execution roadmap – not Instagram speakers.

📍 Celebration, Florida
📅 Friday April 10 & Saturday April 11
👥 Limited to 70 owners

Early Bird $1,999 (Purchase by Feb 15), REgular $2,999

This Event Is Not for Everyone. And That’s Intentional.

This room is built exclusively for owners of service businesses doing $5MM+ in annual revenue who are serious about building a better business – whether they plan to own it for 3 years, 10 years, or forever.

Checklist

✔ HVAC, Plumbing, Electrical, Roofing, Pools, Garage Doors, Painting
✔ $5MM–$50MM+ in revenue
✔ You know your business has gaps – and want to fix them
✔ You’re done with motivation and ready for execution
✔ You’re willing to bring your numbers and do the work

Disqualifier

❌ If you want inspiration, selfies, or influencer access – this is not your event.


Why This Isn’t Another Trades Conference

No Influencers

Operator-Led: Every speaker has built, run, or scaled $1M+ service businesses—HVAC fleets, roofing crews, plumbing ops like yours at Iceberg. Raw playbooks from founders who’ve hit $100k months in Polk County markets.

No Instagram-famous speakers. No TikTok gurus. No paid keynotes or hype chasing likes.

No Vendors

Pure peer focus: Zero distractions mean deeper dives into shared SOPs for dispatching, no-spend leads, and post-storm claims.

Zero booths. Zero pitches. No software reps pushing "free trials" or swag bags.

Operator Led

Real-world systems: Walk away with checklists for review automations, drip campaigns, and win-back emails that boost close rates 20%+. Tested in home services trenches.

No consultants or theorists. Just owners trading wins from real P&Ls.

Execution First

Action-packed: Breakouts build your Monday playbook—stackable lead gen, tech efficiency, family-first scaling. Track ROI from day one.

No entertainment or fluff. Skip flashy slides for revenue-building sessions.

We Start With Your Numbers – Because That’s What Actually Matters


In the first two hours, we deep-dive into your financials.
Yes – it’s uncomfortable.
Yes – it’s unsexy.
And yes – it’s the reason most businesses stay stuck.

You’ll leave that session with absolute clarity on:

  • Where profit is leaking

  • What’s actually holding scale back

  • Which systems matter – and which don’t

Everything else builds from there.

What We’ll Actually Fix Together

You’ll work directly with proven operators and experts in:

  • Fractional CFO & financial clarity

  • Real marketing systems (not surface-level tactics)

  • Automation & operational leverage

  • Follow-up & sales systems

  • Sales training that works in the real world

  • Operational efficiency

  • Culture & leadership

  • Organic social media that drives business – not vanity

No theory. No motivation. Real systems.


How the Event Works

Before You Arrive
Required pre-work so we can move fast and stay focused.

DAY 1 – FINANCIAL CLARITY & GAP DISCOVERY

  • Doors Open | Coffee & Light Breakfast

  • Welcome & Framework
    Gregg Schonhorn & Mike Brewner
    Setting expectations, why financial clarity comes first, and how the next two days work.

  • Financial Deep Dive: Understanding Your Numbers
    Profitability Partners: Matthew Mooney & Raymond Gong
    Clinton Hodge – CFO, Iceberg Mechanical & Dolphin Group
    How to read what’s in front of you • Where EBITDA is leaking • What drives profitable growth

  • Break

  • Guided Q&A: Financial Clarity
    Focused Q&A to clarify patterns, not one-off edge cases

  • Table Breakouts: Applying the Numbers
    Identify top 2–3 gaps • Translate financial insight into operational questions

  • Lunch

  • Young Entrepreneurs Panel
    Lessons learned early • Mistakes avoided • What actually mattered

  • Marketing That Moves EBITDA
    Joshua Crouch – Relentless Digital
    What converts • What doesn’t • How marketing ties back to profit

  • Unsold Estimates & Follow-Up Systems
    Ryan Fenn – Chiirp
    Turning missed opportunities into predictable revenue

  • Break

  • Day 1 Keynote: Building Scale Without Losing Control
    Randy Brothers – Elite Roofing & The Roofing Academy

  • Open Q&A with Randy

  • Cocktail Reception

  • Group Dinner

DAY 2 – EXECUTION, SYSTEMS & ACTION

  • Doors Open | Breakfast

  • Owner Takeaways + Set the Tone for Day 2
    Gregg Schonhorn & Mike Brewer

  • Leadership & Accountability
    Tony Flattum – Built Strong Exteriors
    Standards • Ownership • Consistent performance through the team

  • Break

  • Culture & Organic Influence
    Derek Cormier – Climate Experts
    Hiring • Retention • Customer trust • Sustainable growth

  • Sales Transformation
    Kyle Robinson – Sales Transformation Group
    Consistency • Call-by-call accountability • Sales culture that scales

  • Lunch

  • Operational Efficiency That Scales
    Brie Reis – Elite Roofing & The Roofing Academy
    Throughput • Production discipline • Efficiency without chaos

  • Break

  • Automation: Optimize, Automate, Delegate
    Joshua Crouch – The Automation Pros

  • Break

  • Day 2 Keynote: Scaling People, Systems & Execution
    Mike Brewner
    The hard lessons learned while scaling

  • Open Q&A

  • Break

  • 90-Day Action Plan Workshop
    Prioritize initiatives • Assign ownership • Set scorecards + KPIs • Leave with a real execution plan

You’ll Be in the Right Room

Current owners attending operate businesses doing $4MM–$50MM+ across:

  • HVAC

  • Plumbing

  • Electrical

  • Roofing

  • Pools

  • Garage Doors

  • Painting

Each day features keynote operators from Roofing, HVAC, Plumbing, and Electrical – known for execution, not noise.

Important Clarification

This is NOT a “how to sell your business” event.

In fact, the host will only be on stage briefly to kick things off.

This event exists to help you build a better business, regardless of your eventual exit timeline.

Capacity Is Limited by Design

Capacity Is Limited by Design

70 total seats

10–15 companies remaining (depending on guests)

This room only works if it stays small

Once it’s full, it’s closed.

If You Want to Work on Your Business – Not Be Entertained – This Is the Event.

Serious owners only. Everyone else will be uncomfortable.

Early bird $1,999 (Purchase by Feb 15), Regular $2,999

Applications are reviewed to protect the room.