Transform Your Business: Gain Clarity, Drive Growth, and Secure Your Legacy
A live, strategic program designed to empower business owners and leadership teams with the tools and guidancee to grow, optimize, and transition their business effectively.
Overview
Welcome to the Freedom Through Value (FTV) Live Program. This immersive, interactive experience is designed for business owners and their leadership teams who are ready to take control of their company’s future in real time. Through live Zoom sessions, group coaching calls, and interactive workshops, you’ll receive expert guidance along with the support of a community of like-minded peers to enhance business value, increase profitability, improve cash flow, and create a clear roadmap for growth and transition.
Whether you’re trying to grow your business, planning for transition out of your business, or simply aiming to improve day-to-day operations, our live program delivers the practical strategies, tools, and support you need – live via Zoom – to achieve your goals. Plus, all participants will enjoy lifetime access to the program materials, tools, and templates, allowing you to revisit these resources as your business evolves.
Last Chance to Join Live
This is your final opportunity to enroll in the live version of the program before it transitions to a fully online format at a discounted price. Don’t miss out on the chance to benefit from real-time interaction and personalized guidance. Secure your spot now!
Who This Program is For
This program is ideal for:
✔ Growth-Minded Business Owners – They seek long-term value creation, whether they plan to transition or not.
✔ Owners Who Feel Stuck on a Plateau – They are successful but need a clear strategy to break through and grow.
✔ Entrepreneurs Who Need Financial Clarity – They want stronger cash flow, profitability, and financial visibility.
✔ Leaders Preparing for the Future – They know they must reduce the business’s dependency on them to secure long-term freedom.
✔ Owners Interested in Succession or Sale – Whether considering a transition now or years down the line, they want options and a smooth, profitable exit.
✔ Young Business Owners Who Have Recently Taken Over a Family Business or Purchased an Existing Company – They seek clear financial insights and strategies to grow and sustain the business they’ve inherited or acquired.
✔ Parents Who Want Their Adult Children (Who Are Involved in the Business) to Be Better Prepared for Future Leadership – They want to ensure their successors are equipped to manage and grow the business.
Our participants are proactive, forward-thinking leaders who value immediate insights and thrive in a collaborative learning environment. If you often feel overwhelmed by the challenge of balancing day-to-day operations with strategic planning—and if you’re determined to take control of your business’s future while positioning it for lasting success—this program is designed specifically for you.
Why This Program is Essential
Small and medium-sized business owners face challenges such as:
- Stagnant Growth: Overcoming plateaus plateaus with strategies to reignite innovation and expansion.
- Financial Stress: Streamlining operations to resolve cash flow issues and improve profitability.
- Transition Uncertainty: Crafting clear, actionable plans for succession, exit strategies, or unexpected challenges.
- Owner Dependence: Building robust systems and teams that reduce reliance on the owner, creating more freedom and scalability.
- Unclear Business Value: Identifying and enhancing key drivers of business value to maximize future opportunities.
By addressing these challenges in a live, interactive setting, our program ensures you’re not only prepared for what comes next but are empowered to take decisive, informed action—together with your peers.
Empowering Business Owners and Leadership Teams to Thrive
In the FTV Live Program, you will:
- Increase Business Value: Implement actionable strategies to enhance your company’s worth.
- Stabilize Profitability & Cash Flow: Gain clarity and control over your finances through live coaching and real-time feedback.
- Build a Self-Sustaining Business: Develop systems that allow your business to operate independently.
- Plan for a Smooth Transition: Create a step-by-step succession or exit strategy with expert guidance.
- Extract Wealth Efficiently: Master tax-efficient strategies that secure your personal financial freedom while preserving your business’s health.
Join us live to experience a program that transforms you from feeling overwhelmed and reactive to confident and in control.
Core Program Benefits
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- Increase Business Value: Identify and enhance the key drivers of long-term success.
- Stabilize Profitability and Cash Flow: Receive live guidance to maximize financial performance.
- Build an Independent, Self-Sustaining Business: Develop systems that reduce owner dependency.
- Plan for Transition: Prepare for a successful sale, succession, or exit with confidence.
- Optimize Wealth Extraction: Learn tax-efficient methods to secure your financial future.
- Achieve Work-Life Balance: Reduce operational stress and focus on what matters most.
Create a Legacy: Build a business that reflects your vision and leaves a lasting impact.
Live Program Delivery
Our live format is designed to foster engagement, accountability, and immediate support:
- Live Interactive Sessions: Join real-time, instructor-led sessions scheduled once per week.
- Group Coaching & Workshops: Participate in dynamic group coaching calls and interactive breakout sessions.
- Real-Time Q&A: Get instant feedback and ask your questions during live Q&A segments.
- Recording Access: All sessions are recorded, so you can revisit the material at your convenience.
Next Live Cohort:
- Start Date: Tuesday, April 22nd, 2025
- Schedule: 9 AM – 11 AM ET, once per week for 8 weeks
Instructor Profile
Kevin Ballantyne, BBA, DMA, CBEC, CPA, CA
Business Consultant | Part-time CFO | Finance Educator | Retirement Income Specialist
With over 30 years of experience across industries—from public companies to owner-managed businesses—Kevin specializes in helping business owners gain clarity, control, and confidence over their financial health, value, and transition plans.
Additional Information
Membership Benefits:
As part of our live program, you’ll also enjoy exclusive benefits such as group coaching, access to a private community of like-minded leaders, and bonus materials designed to support your journey.
Ready to Transform Your Business?
Take the next step toward unlocking growth, clarity, and a secure legacy by joining our live pilot program. Book a Discovery Call or Sign Up for our upcoming webinar to secure your spot!
Copious Insights -Our mission is to revolutionize the way small and medium-sized businesses achieve success, transforming their operations with accessible, actionable solutions. We aim to make success achievable for all SMEs, regardless of size or budget, so every business owner can realize their dreams and leave a lasting legacy.
Modules Overview:
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Module 1: Business Value & Financial Health
Learn what drives your business’s value, assess your financial health, and implement strategies to improve profitability and clarity in your financial reporting.
Module 2: Goal Setting, Quantifying & Gap Analysis
Set actionable business and personal goals, quantify their impact, and identify the gaps between your current state and desired outcomes.
Module 3: Filling the Gap & Building Value
Develop a strategic plan to address gaps, increase profits, improve cash flow, and build systems that enhance business value and scalability.
Module 4: Optimizing Personal Financial Planning & Savings
Align personal finances with business goals, optimize savings, manage risks, and prepare for financial independence post-transition.
Module 5: Assess Readiness & Transition Planning
Evaluate your readiness to transition, explore exit options, and create a step-by-step plan for a smooth and successful exit.
Module 6: Estate Planning & Legacy Creation
Secure your legacy with estate planning tools, mentorship programs, and strategies for preserving business value and aligning personal and business goals.
Module 7: Getting Ready for the Deal
Prepare for a sale or transition by organizing documents, enhancing business value, and developing strategies to negotiate and close the deal successfully.
Bonus Content
Access additional tools, including profit improvement strategies, delegation techniques, and resources for making your business more attractive to buyers.
This comprehensive program equips business owners and potentially, their leadership teams, with the strategies, tools, and confidence to grow, optimize, and transition their businesses while securing personal financial freedom and a lasting legacy.
Delivery Format
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Our program is designed to be both comprehensive and flexible, ensuring business owners and leadership teams can integrate it into their busy schedules while achieving meaningful results. Here’s how the program is delivered:
- Online Modules
- Self-Paced Learning: Access detailed video lessons, interactive tools, and resources at your convenience, so you can learn on your schedule.
- Step-by-Step Guidance: Each module includes clear instructions, templates, and actionable steps to apply what you learn directly to your business.
- Weekly Coaching Calls
- Live Group Coaching: Join weekly sessions with experienced advisors to discuss challenges, get feedback, and stay on track with your goals.
- Interactive Q&A: Ask questions, gain clarity, and learn from the experiences of other business owners and leadership teams.
- Private Community
- Peer Support: Connect with like-minded business owners and leadership teams in a private online community to share insights and collaborate. The goal is to build industry specific focus groups that will improve that industry and the companies in it.
- Exclusive Access: Benefit from ongoing discussions, expert tips, and additional resources shared within the group.
- Accountability Tools
- Customizable Trackers: Use provided tools to track your progress, measure results, and stay focused on your goals.
- Regular Check-Ins: Built-in accountability measures help ensure you’re consistently moving toward success.
- Templates and Worksheets
- Access a library of professionally designed templates, calculators, and worksheets to simplify complex processes like business valuation, financial planning, and strategic goal setting.
- Optional One-on-One Advisory Support
- For those seeking more personalized guidance, one-on-one sessions with a strategic advisor are available to tailor the program specifically to your business’s unique needs.
This flexible, multi-faceted delivery format ensures you and your leadership team can apply what you learn effectively, create lasting improvements, and achieve your long-term business goals.
Instructor Profile
Kevin Ballantyne, BBA, DMA, CBEC, CPA, CA
Business Consultant | Part-time CFO | Finance Educator | Retirement Income Specialist | Outdoor Enthusiast
Kevin Ballantyne is the founder of Copious Insights, bringing over 30 years of professional financial experience across industries ranging from large public companies to small owner-managed firms. As a Business Consultant, Part-time CFO, and Finance Educator, Kevin specializes in helping owners of established small to medium-sized businesses (SMEs) gain clarity, control, and confidence over their business’s financial health, value, and transition plans.
Other Courses soon to come:
- Non-Owner Leadership Program
- Staff Training