Hi everyone,

The Business Owners Success Conference in Denver two weeks ago was amazing. For all of you who were there, it was great spending the three days with you focused on taking your business to the next level.

The feedback we got really meant so much to our entire team. One participant Max shared how over his 30 years in business he’s attended over 400 business workshops and he learned more in the three days with us than in all the other workshops combined.

Another participant Christine put it this way, “It was an INCREDIBLE weekend! I'm very new to the whole concept of a business because I've always worked in Corporate America. I left the conference this weekend feeling so empowered! It's only the beginning!”

I share this with you because you’ve got one more chance next month to attend this BRAND NEW workshop that we created just for business owners—February 19th, 20th, 21st in San Diego.

---> Link to find out more about the event and register to attend for just $69! <---

Now I want to walk you through the Level Three Roadmap™.

Too many business owners never reach their business goals because they are following the wrong map. They know what they want, but they don’t know how to get there. I created the Level Three Roadmap based on my personal experiences building Level Three businesses, and my work with the other Maui Advisors and clients.

Level One: Planning Your Business and Proving It’s Viable At Level One you’re designing and planning your new start-up. You’re gathering your initial team, raising any required start-up capital, and executing your launch plan. Your focus at Level One is to plan out your new business and get immediate market feedback as to whether your business concept and model is economically viable. This is just a fancy way to say that you will be testing your product or service to see if you can sell it at a price at which you can be profitable.

Action Steps: 1. Create your business plan. 2. Test market your product or service to prove it will sell. 3. Raise your start-up capital (if outside funding is even needed which usually it isn’t). 4. Launch!

Early Stage Level Two Business: Making Your Business Sustainable

Focus: Securing Your Early Clients and Becoming Profitable. An Early Stage Level Two business is fresh in the marketplace. It’s just started actively marketing and selling its products or services. This is the time to learn your business and market, and discover and cure any fatal flaws in the way the market perceives the value you are creating, or in your business model.

Action Steps: 1. Sell! Sell! Sell! (without early sales you have no cash flow and hence no business) 2. Fulfill on your client promises (this will be a bit of a scramble). 3. As you are able, systematize your core selling and fulfillment processes into written systems.

Middle Stage Level Two Business: Establishing Your Business Core

Focus: Establishing your business’s foundation; building your business’s core systems and structure At Middle Stage Level Two it’s time that you start the process of building your core systems, controls, and scalable solutions. The challenge is that you have to do that while balancing your business’s need for you to continue to lead your business’s the daily operation. This is a delicate balance between what you business needs today, and what it will need tomorrow. Thankfully you don’t have to figure this all out yourself, the Level Three Road Map tells you that at Middle Stage Level Two you have to build out the baseline systems for the following 5 areas:

1. Your “Master System” – the system of all your systems. This Master System is how you organize, store, access, and update the bulk of your business systems.
2. Your “Core Systems” to generate leads, close sales, fulfill on customer orders, and deliver on client promises.
3. Your most pressing business controls, especially those around the financial area of your business. These include your accounts receivable, accounts payable, and your financial record keeping and reporting, all of which help you manage your cash flow and protect against any financial abuses. You also want to design your first rough dashboard showing how your business as a whole is performing at any given moment.
4. Your big picture strategic plan. This includes your business priorities, plan of action, and clarified branding and market positioning.
5. Solidifying your initial team. These are the early team members you’ll lean on as you grow your business. You’ve still got to hire cautiously both due to cash flow concerns and also your business’s immaturity, but now is the time to begin to hire on—slowly and deliberately—higher order talent.

Level Two Advanced Stage: Building a Systems Reliant Company with a Winning Management Team

Focus: Increasing your capacity and scaling your business. One of the essential pieces in building a Level Three business is for you to enroll your team in building the business systems, controls, and scalable solutions with you. Rather than see the team around you merely as a form of leverage that magnifies your personal reach and production, instead see them as partners in taking the business to the next level. As management guru Peter Drucker once said, “The founder has to learn to become the leader of a team rather than a “star” with “helpers”.”

Level Three: Owning a Business that Gives You Freedom and Control

Focus: To determine your desired exit strategy clarify your personal role Are you going to sell the business? Scale the business much larger? Or transition into owning your business in a much more passive role for yourself?

I hope this rough outline of the Level Three Roadmap sparked you to look at your business differently.

I strongly encourage you to take advantage of the upcoming February 19-21st Business Owners Success Conference in San Diego. This workshop will be content rich and so far the feedback from other people who’ve attended has been extraordinary.

Here is that link to find our more and to enroll again: ---> Link to find out more about the event and register to attend for just $69! <---

Have a great week everyone.

My best to you,

David Finkel CEO Maui Mastermind

P.S. For all you who have attended our past events, this upcoming workshop is BRAND NEW material that is totally different from the previous mini Maui events so make sure you join us this February 19-21st in San Diego! Register here for just $69 (and get 3 DVD/Audio CD bonuses!)