Planning Programs · 5-Year Business Planning
Your business deserves
a real 5-year plan.
Not a vision board. Not a slide deck. A comprehensive, bank-ready 5-year business plan built around the 6 key drivers of cash flow — in two focused days.
Every major decision you make without a 5-year plan is a guess.
Banks don't lend based on ambition. Buyers don't pay premiums for businesses without structure. Partners don't invest in plans that only live in your head.
A real 5-year plan changes the conversations you can have — with your bank, your team, potential acquirers, and yourself. PlanningCLUB gives you that plan, built properly, in two days.
What's Included
What you leave with
A Bank-Ready 5-Year Business Plan
A comprehensive, professionally structured 5-year plan that you can present to banks, investors, or potential buyers. Built around the 6 key drivers of cash flow — not just words on a page.
Financial Clarity Across 5 Years
You'll map out your revenue targets, cost structure, and cash flow projections across a 5-year horizon. No more guessing what your business is worth — or what it needs to get there.
A Growth or Exit Strategy
Whether you're planning to scale, acquire, or sell, your PlanningCLUB plan gives you the structure to make any of those paths intentional — not accidental.
The 6 Key Drivers of Cash Flow
The entire plan is built around ActionCOACH's proven 6 key cash flow drivers. Understand which levers move your business — and build a 5-year plan that actually pulls them.
The Framework
Built around the 6 key drivers of cash flow
Every business — regardless of industry, size, or model — is driven by the same six financial levers. PlanningCLUB teaches you to understand yours deeply and build your 5-year plan around moving them intentionally.
Reserve Your Spot — $4,997Who It's For
PlanningCLUB is right for you if…
- Business owners planning a significant growth phase in the next 2–5 years
- Owners who are considering an acquisition — buying another business
- Owners who are thinking about their exit and want to maximize what their business is worth
- Businesses seeking bank financing, investor funding, or a line of credit
- Any owner who has never had a real, structured 5-year plan for their business
Who It's Not For
This probably isn't for you if…
- Businesses in their first year of operation — this requires established financials
- Owners looking for a quick fix or short-term action plan (see GrowthCLUB for that)
- Anyone not willing to do real work over two full days
Investment
$4,997
per business · bring your partner or key leader at no extra cost
You'll leave with a bank-ready 5-year business plan, a complete financial model, and a clear strategic roadmap. For most owners, this pays for itself in the first significant decision they make with it.
Reserve Your Spot — $4,997Questions
What is the 6 key drivers of cash flow framework?
It's ActionCOACH's proven model for understanding exactly what drives revenue and profitability in any business. The six drivers are: number of leads, conversion rate, average transaction value, transaction frequency, gross margin, and cash flow management. Your entire 5-year plan is built around optimizing these.
Is the plan really bank-ready?
Yes. The PlanningCLUB process is specifically designed to produce documentation that meets the standards required by lending institutions and investors. Many clients use the plan they build at PlanningCLUB to secure financing.
What do I need to bring?
Your last 2–3 years of financial statements (P&L and balance sheet), your current team structure, and a clear sense of where you want to take the business. We'll guide you through the rest.
How is this different from GrowthCLUB or GrowthX?
GrowthCLUB is a 90-day planning event. GrowthX is annual planning. PlanningCLUB is a 2-day immersive that produces a formal, comprehensive 5-year business plan — including a financial model, strategic roadmap, and bank-ready documentation. It's a fundamentally different output for a different purpose.
Is the $4,997 per person or per business?
Per business. You may bring a business partner or key leadership team member at no additional cost — we encourage it, as having the right people in the room produces a stronger plan.
Ready to build your 5-year plan? Secure your spot at PlanningCLUB.