one day to find the money
you're losing,
the risk
you're blind to
and the growth you're
missing
Five experts uncovering costly problems and missed opportunities in your business.
SCALE SMARTER • MAKE MORE • KEEP MORE • PROTECT MORE • BUILD WEALTH
SCALE SMARTER • MAKE MORE • KEEP MORE
PROTECT MORE • GROW WEALTH
PRICES INCREASE IN:
The Most Successful Companies Don't Guess. They Rely On Experts.
You’re expected to make decisions about growth, taxes, legal risk, cash flow, and wealth creation even though no owner can be an expert in all of them.
The smartest companies solve that by surrounding themselves with specialists who know where money gets lost, where risk hides, and where opportunity gets missed.
Make More with better customer acquisition and conversion.
Keep More through proactive tax planning.
Protect More with stronger legal strategies.
Build More Wealth beyond your business.
Scale Smarter with stronger systems, leadership and execution.
ONE COSTLY BLIND SPOT FIXED
CAN BE WORTH MORE THAN THE PRICE OF
THE EVENT
MEET THE EXPERTS
FIVE EXPERTS.
FIVE AREAS
YOU CAN'T AFFORD
TO IGNORE.
DAN “BIG D” SACHKOWSKY
20+ Years Building Businesses
Multi-7-Figure Exits
Dan helps owners find the operational constraints making growth harder than it should be. He’ll show you where execution is breaking down, accountability is missing, too much still depends on you, and what needs to change before growth creates more chaos.
Steve Fantasia
$200M+ Managed in Paid Media
Worked With 9- & 10-Figure Brands
Lessons of Scale, Applied to Your Stage
Steve helps owners find where marketing is wasting money, where leads are being lost, and where revenue is leaking. He brings lessons from brands operating at serious scale down to your stage, showing you what actually produces customers, what drains budget, and what to fix before spending more trying to grow.
Planning Alliance
35,000+ Clients Served
Specialized Strategies for Business Owners
Far Beyond a Standard 401(k)
Anthony and Drew specialize in showing owners how to use customized financial structures most one-size-fits-all providers never talk about to keep more money, create leverage, lock in key employees, and build wealth around the business. If all you’ve ever been shown is a standard 401(k), you are NOT seeing the full playbook.
Tiffany Del Valle
25+ YEARS
HNW & ULTRA-HIGH-NET-WORTH ADVISOR
COMPLEX TAX • MULTI-ENTITY
Most owners don't know what their tax strategy is missing because nobody has ever shown them. Tiffany brings 25+ years advising high-net-worth families and closely held businesses on sophisticated tax planning and financial structures. She’ll expose the overlooked decisions that can cost owners money year after year and show you what proactive planning looks like before the return ever gets filed.
Adam Blaier
BETTER CONTRACTS. LESS RISK. MORE LEVERAGE.
Adam helps owners spot the contract problems that quietly cost money in everyday business. He’ll show you where vague terms, weak agreements, bad payment language, vendor contracts, partnership terms, and liability exposure can leave you vulnerable — and how stronger contracts protect your cash, leverage, and control before something goes wrong.
ONE DAY. FIVE EXPERTS.
ONE
STRONGER BUSINESS.
Spend one day with five specialists uncovering costly blind spots, missed opportunities, and smarter ways to make more, keep more, protect more, build wealth, and scale.
SCALE SMARTER.
Growth doesn't usually break because the owner lacks ambition. It breaks because execution, accountability, leadership, and systems can't keep up. Dan will show you where the business is becoming dependent on you, where the team is slowing down, and what needs to change before more growth creates more chaos.
- Understand the core operating systems that allow a business to grow without creating more chaos.
- Identify the bottlenecks preventing your business from reaching the next level.
- Create accountability systems so execution actually happens after the event.
- Identify the few operational priorities that will create the biggest impact when you get back to the business.
- Scale your business without adding unnecessary complexity or burning yourself out.
MAKE MORE.
Most businesses don't need more marketing. They need to stop wasting money inside the marketing they already have. Steve will show you where leads are being lost, where conversion is breaking down, what's actually producing customers, and what to fix before spending more trying to grow.
- Find the biggest leaks in your current customer acquisition process.
- Increase conversions without simply spending more on advertising.
- Identify simple website, funnel, and messaging improvements that generate more leads.
- Build a more repeatable customer acquisition system instead of constantly chasing the next tactic.
- Watch live business breakdowns and apply the same framework to your own company.
KEEP MORE.
The biggest tax savings usually happen before the return is ever filed. Tiffany will show you where your current structure may be costing you money, what sophisticated owners do differently, and the proactive planning opportunities that can disappear if you wait until tax season to ask the question.
- Spot tax inefficiencies and structural decisions that may be costing you year after year.
- Understand the difference between proactive tax strategy and simply preparing a return.
- See how sophisticated owners use entity and multi-entity planning as the business becomes more complex.
- Identify planning opportunities that need to happen before year-end, not after.
- Leave knowing the questions your current tax team should be helping you answer.
PROTECT MORE.
Every business owner signs contracts, hires people, works with vendors, serves customers, and takes on risk. Adam will show you where weak agreements and unclear terms can leave money, leverage, or control exposed, and what stronger businesses put in place before a dispute or expensive surprise happens.
- Spot weak contract language before it becomes an expensive dispute.
- Understand the agreements that protect your revenue, leverage, and control.
- Identify gaps in customer, vendor, employee, and partnership agreements.
- Know what to look for before signing your next important contract.
- Reduce legal surprises before something goes wrong.
BUILD MORE WEALTH.
Most owners have only seen the standard retirement options their provider put in front of them. Anthony and Drew will show you how customized retirement, deferred compensation, retention, and wealth strategies can be designed around your goals as the owner, giving you more flexibility, more leverage, and more ways to reward key people while building wealth outside the business.
- See retirement and financial strategies that go far beyond a standard 401(k).
- Learn how customized plan design can better serve your goals as the owner.
- Explore deferred compensation and other structures that can create more flexibility.
- Use benefits strategically to attract, reward, and retain key people.
- Turn more of what the business creates into long-term personal wealth.
THE BEST BUSINESS OWNERS DON'T HAVE
ALL THE ANSWERS.
THEY KNOW
WHO TO ASK.
The expensive mistake isn’t always what you know is broken. It’s what you haven’t seen yet. Spend one day putting your business in front of people who know exactly where to look and what to do about it.
❌ How much is poor tax planning already be costing you every year?
❌ What will one weak contract cost when a customer, vendor, employee, or partner relationship goes sideways?
❌ What wealth and retention strategies are you leaving on the table?
❌ How much of your marketing budget is wasted each month?
❌ What operational bottleneck is preventing your growth?
THE REAL COST OF INACTION
Doing nothing is often the most expensive business decision you'll ever make.
WHAT OTHER OWNERS DISCOVERED
INSIDE
THE ROOM
warning
THIS ROOM IS NOT FOR EVERY BUSINESS OWNER
This room is built for established business owners with real revenue, real employees, real decisions and real money on the line.
Do Not Buy A Ticket If:
❌ You’re still trying to figure out your first business.
❌ You want motivation more than practical answers.
❌ You’re looking for beginner-level business advice.
❌ You’re not in a position to make meaningful decisions inside the business.
This Event Is built For:
✅ Business owners generating $1M+ in annual revenue.
✅ Founders, CEOs, and operators making real financial decisions.
✅ Owners with employees, customers, contracts, taxes, and capital at stake.
✅ Leaders looking for smarter ways to make more, keep more, protect more, and scale.
II
$250,000
Strategist
ONE DAY TO EXPOSE WHAT'S COSTING YOUR BUSINESS MONEY, GROWTH, AND CONTROL
THURSDAY SEPTEMBER 24, 2026 EDISON, NJ
THURSDAY SEPTEMBER 24, 2026 EDISON, NJ
Every session brings a different blind spot to the surface.
Business owners rarely lose money because of one obvious mistake. It happens through tax inefficiencies, weak agreements, missed wealth strategies, execution gaps, broken systems, and decisions that go unquestioned for too long. This day is designed to expose those issues, show you what they may be costing you, and help you recognize where your business deserves a closer look.
Every Session Exposes a Differnt Business Risk
You’ll get an inside look at the tax leaks, weak contracts, missed wealth strategies, execution failures, and structural problems that quietly drag down otherwise successful businesses.
Opening Keynote — Dan Sachkowsky
See how execution gaps, leadership weaknesses, accountability failures, and owner bottlenecks quietly restrict growth. Dan will expose the patterns that show up repeatedly inside growing companies and help you recognize where similar issues may be hiding inside your own business.
Keep More. Reward Better. Build Wealth. — Anthony Campanile & Drew Bukowiec
Most business owners know traditional retirement plans. Far fewer know what becomes possible when those strategies are designed around the owner. See how customized retirement structures, deferred compensation, retention strategies, and wealth tools can help business owners keep more, reward key people, and convert business profits into long-term personal wealth.
Proactive Tax Strategy — Tiffany Del Valle
The tax return often reveals problems when it is already too late to change them. Tiffany will expose the structural inefficiencies, missed planning opportunities, and year-end decisions sophisticated owners think about before the return is filed, so you can recognize where your current tax strategy may deserve a closer look.
Break — 15 Minutes
Contracts That Protect Your Business — Adam Blaier
The contracts your business relies on can quietly determine who has the leverage when something goes wrong. Adam will expose the weak language, unclear obligations, and hidden risks that commonly appear in business agreements, and show you where owners unknowingly put their money, relationships, and control at risk.
Payments & Beyond Stripe: The Payment Strategy Most Businesses Never Consider — Featured Guest Experts
What you believe about credit card processing may be costing you money and sales. Stripe isn’t your only option. Learn how to shop rates, get proactive support on chargebacks and reversals, and create a smarter payment setup. Plus, discover why not accepting credit cards could be quietly costing you deals.
AI & the Next Wave of Business — Featured AI Speaker
Stop treating AI like a novelty. ChatGPT and Claude are powerful, but they’re built for everyone, not specifically for your business. See what happens when AI is built around your workflows, data, and goals to eliminate repetitive work, accelerate execution, improve marketing, and get far more leverage from the team you already have.
Customer Acquisition & Conversion — Steve Fantasia
Your Marketing Is Working Against You. Managing $200M+ in paid media for high-growth and billion-dollar brands exposes you to complexity and every weak point in how businesses acquire and convert customers. Steve will unpack what that scale teaches you and show how those same lessons apply much earlier, revealing where your marketing creates friction, wastes demand, and quietly makes growth harder than it needs to be.
Lunch Pickup / Break
Ask the Experts — Live Panel Q&A
Put your toughest business questions in front of the room. Get direct perspectives on growth, taxes, contracts, wealth, marketing, and operations, and hear how experienced advisors think through the decisions business owners face every day.
Live Business Coaching — Dan Sachkowsky
Watch real business problems get unpacked in real time. Dan will expose the execution failures, accountability problems, leadership gaps, broken systems, and owner dependency that often sit underneath stalled growth, giving you a new lens for recognizing similar patterns inside your own company.
Marketing, Systems, Automation & Growth — Steve Fantasia
See what happens when the pieces behind growth are pulled apart and rebuilt in real time. Steve will work through acquisition, conversion, CRM, automation, follow-up, and sales to expose where revenue gets lost, where systems break down, and how the pieces should connect to create more predictable growth.
From Awareness to Action — Dan Sachowsky
After a day of seeing your business through different lenses, Dan will help bring the biggest themes back into focus. Separate what is interesting from what may actually matter, identify the issues worth investigating further, and leave knowing where deeper thinking and planning may be needed.
Closing Remarks & Next Steps
You will not solve every problem in your business in one day. That is not the point. The goal is to leave seeing things you did not see before, questioning assumptions you have not questioned before, and recognizing where money, growth, leverage, or control may be slipping through the cracks.
Agenda subject to minor timing adjustments.
THIS IS THE ROOM YOU CAN’T
AFFORD TO miss
THIS IS THE ROOM YOU CAN’T
AFFORD TO miss
The People Who Can Change Your Next Move Are Leading This Room.
You’ll spend the day learning from five experts, but just as importantly, you’ll be surrounded by owners making real decisions about growth, people, money, risk, and execution. These are the conversations that lead to partnerships, referrals, better vendors, new ideas, and opportunities you won’t find sitting behind your desk.
This room is built for founders, CEOs, and decision-makers with real businesses and real stakes. The people you meet can become trusted advisors, referral partners, clients, strategic relationships, and peers you keep learning from long after the event ends.
Secure Your Seat Today
ONE DAY CAN PAY FOR ITSELF WITH ONE PROBLEM FIXED.
THURSDAY SEPTEMBER 24, 2026 EDISON, NJ
Find one tax leak, weak contract, wasted marketing expense, missed wealth strategy, or growth constraint and the value of the day can dwarf the cost of your seat.
PRICES INCREASE IN:
general admission
FULL-DAY BUSINESS GROWTH INTENSIVE
$248
$497 After September 1st
✓ Full-Day Business Growth Intensive
✓ Direct Access to All Experts
✓ Tax, Legal, Wealth, Growth & Revenue
✓ Live Coaching with Dan & Steve
✓ Expert Q&A + Networking With Established Business Owners
LOCK IN $248 TODAY
PRICE INCREASES TO $497 SEPTEMBER 1
$500 Off—Special Event Pricing Ends June 29 @ 9AM CST
VIP admission
VIP Executive Access
$488
$997 After September 1st
GET CLOSER TO THE EXPERTS.
✓ Bring a Partner or Key Executive FREE
✓ 50% Off Additional Team Seats
✓ VIP Welcome Mixer With Speakers
✓ Private Pre-Event Executive Briefing
✓ Private Post-Event Q&A With the Experts
LOCK IN $488 TODAY
PRICE INCREASES TO $997 SEPTEMBER 1
$500 Off—Special Event Pricing Ends June 29 @ 9AM CST
VIP PUTS YOU CLOSER TO THE PEOPLE WITH THE ANSWERS
COMPLIMENTARY EXECUTIVE PASS
Bring your partner, spouse, or key decision-maker FREE so you hear the same strategies, make decisions together, and leave aligned on what happens next.
$497
Value
COMPLIMENTARY EXECUTIVE PASS
Bring Your business partner or key decision-maker at no additional cost so you can align on strategy, make decisions together, and implement your 2027 plan as a team.
$497 Value
LEADERSHIP TEAM PRICING
Receive 50% off General Admission tickets for additional team members so the people responsible for excecution can hear the same strategies firsthand.
EXCLUSIVE VIP BENEFIT
VIP WELCOME MIXER
Meet the speakers and fellow business owners the evening before the event in a relaxed, intimate setting designed to foster meaningful conversations and lasting relationships.
EXCLUSIVE VIP BENEFIT
PRIVATE POST-EVENT Q&A
Continue the conversation after the event in a smaller group where you'll have the opportunity to ask business-specific questions and receive deeper insights from our panel of experts.
VIP EXCLUSIVE
50% OFF LEADERSHIP TEAM PRICING
Bring the people responsible for execution for 50% off, so they hear the strategy firsthand and know exactly what needs to happen when you get back.
50% OFF
VIP WELCOME MIXER
Meet the speakers and other established business owners before the event in a smaller setting built for real conversations and valuable connections.
SPEAKER
ACCESS
PRE-EVENT PRIVATE BRIEFING
Get additional context before the day begins so you know what to listen for, what questions to ask, and where to focus based on your business.
PRIVATE
ACCESS
PRIVATE POST-EVENT Q&A
Stay after the event for direct access to the experts in a smaller private setting. Ask the questions specific to your business, pressure-test what you learned, and get clarity on what to do next.
DIRECT
q&a
Questions answered
Frequently
Asked
Questions
Frequently Asked Questions
We have answers. If you don't find yours, email [email protected]
Is my business too small for this event?
This event is built for established business owners, founders, and decision-makers operating real companies with real money, people, and risk on the line. Our target attendee is generating $1M+ in annual revenue and looking for smarter ways to grow, keep more, reduce risk, and make better decisions.
Can I bring my team?
Absolutely. VIP Executive Access includes a complimentary ticket for your business partner, spouse, or key decision-maker. Additional leadership team members receive 50% off General Admission so the people responsible for execution can hear the strategies firsthand and leave aligned on what happens next.
What is your refund policy?
All ticket sales are final and non-refundable. If you can’t attend, you may transfer your registration to another attendee with advance written notice before the event.
Where should I stay?
The event is being held in Edison, New Jersey. We’ve put together a recommended accommodations guide with nearby hotel options so you can easily plan your stay. VIP guests should consider arriving the evening before to attend the VIP Welcome Mixer.
Will I leave with actionable strategies or just ideas?
This is not a sit-and-take-notes event. Every session is built around a real business problem you can act on. You’ll leave knowing what to review in your taxes, contracts, marketing, wealth strategy, systems, and operations, plus clear next actions to take back into your business immediately.
Is this a networking event?
Yes, but networking isn’t the only reason to attend. You’ll spend the day surrounded by established owners, founders, and decision-makers while also getting direct access to experts across growth, marketing, tax, legal, and wealth strategy. The conversations in the room can be every bit as valuable as the sessions on stage.
What makes this different from a typical business conference?
No motivational speeches. No generic panels built around theory. Every expert is there to expose a specific weakness, missed opportunity, or expensive blind spot inside a real business and give you practical ways to address it.
What’s included with VIP?
VIP includes everything in General Admission plus a complimentary Executive Pass, 50% off additional leadership-team seats, the VIP Welcome Mixer, a private pre-event briefing, and the private post-event Q&A where you can bring questions specific to your business directly to the experts.
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