
40 Strategy growth workshop™
Real focus. Real effort. Real results.
Real focus. Real effort. Real results.
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..
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
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.
Intensive Workshop
An immersive, in-person experience designed to cut through distractions and drive real progress.
Intensive Workshop
An immersive, in-person experience designed to cut through distractions and drive real progress.
Guaranteed in 2027
We guarantee you'll see at least 3x return on your investment, or we keep working with you until you do.
Guaranteed in 2027
We guarantee you'll see at least 3x return on your investment, or we keep working with you until you do.
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™
This is what happens when small business meets 40 Strategy™


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.

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.
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)

“I am blown away by how little I know about AI and how it can help me.”

“Leaders helping leaders, that’s what this workshop is about.”
100% Real Reviews

“Every session made me think differently about growth.”

“This was more than a workshop; it was a reset.”
100% Recommend

“This was more than a workshop; it was a reset.”

“Every session made me think differently about growth.”
100% Real Reviews

“Leaders helping leaders, that’s what this workshop is about.”

“I am blown away by how little I know about AI and how it can help me.”
100% Recommend

“This was more than a workshop; it was a reset.”

“Every session made me think differently about growth.”
100% Real Reviews

“Leaders helping leaders, that’s what this workshop is about.”

“I am blown away by how little I know about AI and how it can help me.”
100% Recommend

“This was more than a workshop; it was a reset.”

“Every session made me think differently about growth.”
100% Real Reviews

“Leaders helping leaders, that’s what this workshop is about.”

“I am blown away by how little I know about AI and how it can help me.”
100% Recommend

“This was more than a workshop; it was a reset.”

“Every session made me think differently about growth.”
100% Real Reviews

“Leaders helping leaders, that’s what this workshop is about.”

“I am blown away by how little I know about AI and how it can help me.”
100% Recommend

“I am blown away by how little I know about AI and how it can help me.”

“Leaders helping leaders, that’s what this workshop is about.”
100% Real Reviews

“Every session made me think differently about growth.”

“This was more than a workshop; it was a reset.”
100% Recommend

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

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

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

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

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







NPS Score: 100%
Choose your level of commitment.
Every tier includes the full workshop experience. The difference is how much support comes after.
Growth Essentials
The full workshop experience. Build your plan and leave ready to execute.
/ month
Pay In Full: $2,500 (Save $464)
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
PAY IN FULL: $2,500
Growth Essentials
The full workshop experience. Build your plan and leave ready to execute.
/ month
Pay In Full: $2,500 (Save $464)
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
PAY IN FULL: $2,500
Growth + Cohort
Workshop plus 12 months of accountability, coaching, and peer support.
/ month
Pay In Full: $5,000 (Save $964)
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.
/ month
Pay In Full: $5,000 (Save $964)
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
C-Suite + Cohort
The complete package. Monthly coaching with Carl and VIP access all year.
/ month
Pay In Full: $12,500 (Save $1864)
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
C-Suite + Cohort
The complete package. Monthly coaching with Carl and VIP access all year.
/ month
Pay In Full: $12,500 (Save $1864)
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

JOIN 40 FORWARD™
Build what's next, with a community that's already moving.
Join a cohort of growth-minded CEOs who are done going it alone. If you're ambitious, action-oriented, and ready to accelerate your business value, you'll fit right in.

JOIN 40 FORWARD™
Build what's next, with a community that's already moving.
Join a cohort of growth-minded CEOs who are done going it alone. If you're ambitious, action-oriented, and ready to accelerate your business value, you'll fit right in.