
November 9–13, 2026 · Sedona, Arizona
Learn how established entrepreneurs can scale through acquisition, strategic capital, and direct relationships with M&A professionals—without putting everything they've already built on the line.
Spend several transformative days in Sedona alongside accomplished entrepreneurs, acquisition professionals, attorneys, and strategic partners exploring a different path to growth.
Buy. Partner. Scale. Become Exit-Optional.
Intimate attendance. Only 3 VIP Experience seats remain.
The Room Matters
Imagine spending several days with seven-, eight-, and nine-figure entrepreneurs who are thinking about the same question:
How do I grow bigger without simply working harder?
This retreat brings business owners together with people who understand acquisitions, capital, deal structure, and what it actually takes to build a company that can grow beyond its founder.
You may meet your next acquisition partner. Your next advisor. Your next capital relationship. Or the person who helps you see your company completely differently.
At minimum, you'll leave knowing there is another way to grow besides adding another employee, another marketing campaign, and another responsibility to your plate.
But somewhere along the way, the company started owning you.
What the right acquisition can hand you
You have customers, employees, revenue, and opportunities. Yet bigger growth still demands more of your time, money, credit, and energy.
The better questions
That's what this retreat is designed to help you answer.

The Sedona Experience
Over several days, you'll learn how sophisticated entrepreneurs think about buying companies, evaluating opportunities, accessing capital, structuring partnerships, and surrounding themselves with the professionals required to execute.
This isn't about buying random businesses. It's about creating a company—and a life—with more options.
Scale. Acquire. Sell. Hold. Partner.
You decide what the next chapter looks like.

We intentionally chose Sedona because this isn't supposed to feel like another conference in another hotel ballroom.
Sedona is known for its extraordinary red-rock landscape, stillness, natural beauty, and long-standing reputation as a destination for reflection and transformation.
You're coming here to get away from the noise of your company long enough to ask bigger questions.
What are you building?
Why are you building it?
Who are you becoming as it grows?
And what could happen if growth no longer depended entirely on you?
This is strategy combined with space.
Capital combined with clarity.
Growth combined with purpose.
You've proven you can build. Now you're thinking about what comes next.
You understand organic growth, but you're beginning to see acquisition as a potentially faster path.
You want to understand better ways to use capital, partners, banking relationships, and transaction structures.
You don't want to spend the rest of your career simply operating a company. You want to own assets.
You're thinking beyond this quarter—about family, wealth, impact, freedom, faith, and what remains after you're gone.
If you've built the business but know there is another level of ownership available to you, this room was created for that conversation.
Move from operator thinking to investor thinking.
Setting Your Company Up for Sale
Learn from an M&A attorney what sophisticated buyers look for—and what quietly destroys enterprise value.
What to Look for When You're Buying
Turn the lens around. Understand what separates an attractive acquisition from a business you may regret owning.
Deal & Due Diligence Q&A
Bring your actual questions to professionals who work around transactions.
Executive Networking
Connect with entrepreneurs and advisors who understand the next stage you're trying to reach.
The people participating in this retreat aren't simply teaching acquisition concepts from slides.
Inside this network, entrepreneurs and M&A professionals are already evaluating opportunities, discussing joint ventures, examining financing options, and working through real transactions.
The purpose of Sedona is to bring you closer to that ecosystem. Not merely to teach you what an acquisition is. But to help you understand how the people actually doing deals think, communicate, evaluate, partner, and execute.
You don't need another course about acquisitions.
You need proximity to people doing them.
WORLD-CLASS FACULTY & M&A EXPERTS
Get close to attorneys, strategists, and investors actively evaluating transactions, structuring capital, and expanding portfolios.

Partner | Chief Strategist | General Counsel
30-year M&A & private equity attorney and investment professional helping founders build wealth through acquisitions.

Podcast Acquisition Sprint
How to leverage your network for 7 figure opportunities and direct founder conversations.

Abundance Activation Techniques
How to structure your days for high performance, clarity, and rapid business acceleration.

Speaker | Entrepreneur | Author
Serial entrepreneur & co-author with Kevin Harrington. Coordinating tax, legal, and investment strategy.
Greater clarity around what type of company makes sense for you to pursue.
A clear roadmap for what happens when you return home.
Direct exposure to professionals who understand transactions.
Better questions to ask before committing time, money, or resources to a transaction.
A broader understanding of how acquisitions may be funded beyond simply writing a check yourself.
Begin moving from Business Operator → Business Owner → Investor.
ALUMNI STORIES
Hear directly from founders and executives who transformed their business trajectory through our acquisition retreats.
"The connections and acquisition strategy opened up an entirely new trajectory for my business without risking my own capital."
Retreat Alumni · Business Owner
"The shift from founder to investor mindset was immediate. Being in the room with dealmakers changed everything."
Retreat Alumni · Founder
"Hands down the best investment I've made in myself and my enterprise. Proximity to real dealmakers is invaluable."
Retreat Alumni · Enterprise CEO
"The retreat opened my eyes to structuring acquisitions and creating leverage that completely shifted how I view growing my business."
Retreat Alumni · Business Owner
"Proximity to high-level dealmakers and M&A attorneys gave me the confidence and clarity to pursue multi-million dollar deals."
Retreat Alumni · Founder & Investor
"The combination of mindset transformation, deal structuring, and real M&A relationships made this an invaluable experience."
Retreat Alumni · Entrepreneur
"Stepping away from the operational noise and building relationships with partners in Sedona completely redefined my 90-day trajectory."
Retreat Alumni · CEO

The value is proximity.
Real conversations. Questions that are actually about your company.
Dinner with someone you may eventually do business with. A conversation by the fire that wasn't on the agenda. An introduction that changes the next five years.
We're intentionally keeping the experience intimate because the people in the room are part of the curriculum.
Experience Options
Only 3 VIP Experience seats remain

One More Thing
Every CBR retreat includes something that isn't listed on the agenda.
An experience designed to create a memory you'll carry long after the strategy sessions are over.
Past retreat guests still talk about these moments years later.
We're keeping Sedona's signature experience close to the vest.
You'll understand when you're there.

It Needs a Bigger Strategy.
You've already proven you can build a business.
Sedona is about deciding what happens when you stop asking "How do I work harder to grow this?" and start asking "What could I own, acquire, finance, or partner into next?"
November 9–13, 2026
Sedona, Arizona
Only a small group of entrepreneurs will experience this retreat.
Success likes speed. Prices rise October 15.
Only 3 VIP Experience seats remain.
Questions