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The blueprint to craft your path to success in 2024. Are you ready to make 2024 your breakthrough year in business?

In this power-packed 6-hour recording, Patrick Bet-David, renowned entrepreneur, will guide you through every essential aspect of business planning, ensuring you're armed with the insights and strategies necessary to conquer your goals and ambitions.

Over the past twenty years, Patrick Bet-David has demonstrated an exceptional business track record, marked by:

• Successfully orchestrating a multi-nine figure exit subsequent to the founding and strategic development of a prominent financial services firm.
• Spearheading the expansion efforts to encompass a network of 400 locations, overseeing the growth of a dedicated team of 50,000 agents.
• Attaining the position of minority ownership within the esteemed franchise of the New York Yankees.
• Pioneering the creation and establishment of Valuetainment Media, renowned for hosting the premier podcast catering to the interests of business professionals and entrepreneurs – the PBD Podcast.
• Earning accolades, including the status of New York Times Best Selling author for "Your Next Five Moves," alongside achieving the distinction of Amazon #1 Best Seller within the domain of business literature for "Choose Your Enemies Wisely."

Here's what’s included in the Business Planning Workshop Recording: 6 Hours of Expert Insights, covering essential topics to make 2024 your biggest year yet:

• Meticulously Crafted Chapters : Reviewing the 12 building blocks of a business plan, striking the perfect balance between logic and emotion.
• Combatting Enemies & Distractions : Tackle 14 types of enemies while honing in on distractions that could derail your success.
• Mastering Essential Skills: Learn the skills you need to master to craft an effective business plan and thrive in the world of business.
• Crafting Your Business Plan : Step-by-step guidance on creating a business plan tailored to your vision and goals.
• Strategic Hiring : Discover the skills you need to hire and align your team for success.
• Future Focus : Stay ahead of the curve with insights into topics and trends to watch closely in 2024.
• Overcoming Mental Roadblocks : Combat negative thoughts and conflicts, understanding the cost of conflict in your business journey.
• Time Management Strategies : Learn proven strategies to buy back time and calculate the true value of your time.
• Setting Annual Goals : Craft ambitious yet achievable goals to drive your business forward.
• Establishing Systems & Protocols : Implement effective systems and formulas to streamline your operations.
• PBD's Business Principles : Gain insights into Patrick Bet-David's acclaimed business principles and make them stick.
• Building Company Culture : Cultivate a winning culture and find the perfect running mate for your business journey.
• Accountability & Differentiation : Hold yourself and others accountable while determining your unique differentiators.
• Perfecting Your Pitch : Craft an elevator pitch, build your pitch deck, and make your business plan more effective

Invest in your success today and start building the business of your dreams!

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THE TICKETS INCLUDE:

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• 100 Page Digital Workbook
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• 4 week access to replay recording
• LIVE Q&A interaction with PBD (100 people)
• 2 Hour Private Q&A after main session

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• 9+ Hours of content
• 3 interviews + A keynote on how to raise capital
• Wide range of topics on business from scaling, hiring, strategy, marketing and more

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The event agenda, april 24th, 2023​.

• 3:00pm - 7:00pm Registration
• 4:00pm - 7:00pm Networking Area with Food/Drinks
• 6:00pm - 9:00pm Mastermind Session (CEO Session)

April 25th, 2023

• 6:30am - 7:50am Breakfast Attendee’s
• 8:00am - 12:00pm SLS -Session I
• 12:00pm - 1:00pm Lunch
• 1:00pm - 3:00pm SLS - Session II
• 3:00pm - 3:15pm Break
• 3:15pm - 5:00pm SLS - Session III
• 6:00pm - 9:00pm Private Dinner Off-Site (CEO & Founder)

Advanced Business Strategy

Patrick Bet-David

WHY TAKE THIS COURSE?

In the midst of planning, recording and creating this course, the world has experienced some major life-changing events. 

While some entrepreneurs and business owners have been inspired with new ideas and have flourished, others have been met with harsh realities and failure.

That’s why knowing how to make your next five, ten, or fifteen next moves in the War Room, Board Room, and Bedroom has never been more important than today.

Whether you are a Founder of a company at war, fighting to stay alive in the business jungle; a CEO leading in the corporate sector, trying to keep the company together and investors happy; or a new entrepreneur, sales person, or manager with aspirations of going to the next level in your career, this course has content for you.

Over the last twenty years, I have gone from being a broke employee to being a new entrepreneur, a salesperson, a sales manager, a sales leader, a startup CEO/Founder, and a content creator…and survived.

I have had countless moments where I wanted to quit (and maybe I should have in order to avoid the pain and heartaches), but I didn’t. This course and this content of Advanced Business Strategy is what you won’t get taught in a traditional education. It is a hands-on approach, encapsulating my twenty-plus years of experiences of dealing with people and making it work. It is the tool I wish I had when I started.

Now, it’s your tool. My hope is that you take this course and content, apply it, and get to your next level by making the RIGHT next moves for your life and business because the world needs our best more than ever.

Make Your Next Move Count.

Curated content from a Wall Street Journal #1 Bestselling book

200 + Page Manual

The advanced business strategy manual is a 200 page online pdf with fill in the blanks to maximize your retention of the premium content covered by patrick bet-david. make notes, share with your teams and get the most value out of the investment you're making in yourself., learn the moves of a grandmaster entrepreneur, pricing options, explain how different pricing options might be valuable to different segments of your audience..

Regular price

Master Knowing Yourself

Additional Benefits

Over 10 hours of training with Patrick Bet-David

Accompanying documents and PDF's that increase user experience and learning

Custom questionnaires to increase participation and value gained from the training

Certificate of completion

How To Crush Your 2022 Business Plan

• By Patrick Bet-David

Entrepreneurship

• Patrick Bet-David
• Self Empowerment
• Valuetainment

In this video, Patrick Bet-David talks about how to create the perfect business plan.

Get Your Tickets to the 2021 Virtual Business Planning Workshop here: https://bit.ly/3p5pUUs

Get Your Free One Hour Strategy Session Here: https://bit.ly/3p5pUUs

Subscribe for weekly videos http://bit.ly/2aPEwD4

Check out Official Valuetainment Merch here: https://vtmerch.com/ Order Patrick’s Wall Street Journal Best Seller: Your Next Five Moves https://bit.ly/2Y48POF

Private Coaching from Patrick Bet-David – Apply Now: 1 On 1 Mentorship: http://bit.ly/2ow0mEO Monthly 90 Minute Webinar: http://bit.ly/2PxF30R Keynote Request: https://bit.ly/2ZXaUfI

Follow Patrick on social media: Instagram: https://www.instagram.com/patrickbetd… Twitter: https://www.twitter.com/patrickbetdavid LinkedIn: https://www.linkedin.com/in/patrick-b… Facebook: https://www.facebook.com/PatrickBetDa…

To reach the Valuetainment team you can email: [email protected]

#Valuetainment #PatrickBetDavid

Market Crash Webinar Recording

2022 Grow with Video Live Presentation

PBD Surprised 10 Kids with iPads (Reaction is Priceless)

“We’re DESTROYING OURSELVES From Within” – Navy Seal Jack Carr

Gain Clarity On Your Next 5 to 15 Moves & Learn Proven Strategies To Grow Your Business

Your journey to unprecedented growth starts here, stay in touch, join our newsletter for business growth updates, free strategies and upcoming events, your next 5 moves.

We understand that every business is unique, and that’s why we offer custom made strategies designed to meet your specific needs. Over the years, we’ve strategized with countless businesses transform their operations, attracting and nurturing high performance teams.

We offer a hands-on consulting approach that encapsulates Patrick Bet-David’s two decades of experience, delivering practical, proven strategies straight from the heart of business growth and innovation.

Business Strategy

Create Your Next Five Moves for Growth and Unstoppable Success

Driving Sales / Teams

Scale Sales and Supercharge Your Team. Learn the winning systems that grow your business

Leadership Development

Master Your Leadership Potential and Start to Become The Entrepreneur You Are Meant to be.

High Standard Culture

Create and develop a High-Standard Culture to grow Your Business to the next level

MEET LEO MARTINEZ JR.

Executive Business Coach / Bet-David Consulting Manager 

DISCOVER THE BENEFITS OF PROVEN BUSINESS GROWTH METHODS

Client Success by Andy Beery

Finding Positives in the Negatives

A commitment to growth.

“Leo and Clarissa’s influence extends beyond business. Their impact inspired my wife to attend this year’s Vault conference, marking her inaugural experience. Her dedication is unwavering, evident in her active participation in elite mastermind calls. Valuetainment events have become integral to our lives, offering golden content and fostering connections.”

leo.martinez.jr

Executive Business Coach / Bet-David Consulting Manager @valuetainment taking over the 🌎 w/ @patrickbetdavid 🛩️ & my ride or die @clarissa8martinez 💃🏻

Frequently Asked Questions

Consulting involves providing expert advice and solutions to businesses to help them overcome challenges, improve performance, and achieve their goals. This can include strategy development, process optimization, financial planning, technology implementation, and more. The consultant’s role is to bring an outside perspective, industry knowledge, and specialized expertise to deliver value and drive change.

Yes, we provide consulting services to all types of businesses, regardless of their industry or niche. Our team has a diverse range of expertise and experience, enabling us to understand unique business challenges and offer tailored solutions. Whether you’re a startup seeking growth strategies, an established firm looking to improve operations, or a company facing industry-specific issues, we’re here to help.

Attending seminars regularly can be highly beneficial, but it’s essential to strike a balance. If you’re not able to implement the learnings from previous events before attending the next, you may be attending too many. Consider spacing out your seminar attendance to ensure you have time to put your new knowledge into practice.

When making such a transition, establish a unique value proposition that differentiates your startup from your previous employer. Cultivate strong relationships with your clients, ensuring they understand the advantages of working with your new venture. Lastly, consider finding ways to make your previous employer a strategic partner, rather than a competitor.

Initiatives like a Jeckyll island retreat are beneficial when a company is at a stage where strategic planning and team building among leaders are critical. This often coincides with periods of growth, significant change, or when preparing for a major new initiative.

The best strategy involves a thorough selection process to find candidates with the right skills and cultural fit, comprehensive training programs to equip them with the knowledge they need, and a supportive work environment with clear career progression paths and competitive compensation to encourage retention.

Start by identifying the strengths and skills of your team members. Assign tasks that align with these strengths, provide clear instructions, and set measurable outcomes. Trust is built over time, so start with smaller tasks and gradually increase responsibility as trust grows.

To make this transition, identify the product that has the most potential based on market demand, profitability, and alignment with your company’s expertise. Gradually shift resources towards this product while scaling back on others. Ensure clear communication with stakeholders about the shift in focus.

Overcoming self-doubt involves building confidence through knowledge and experience. Seek mentorship, continuously learn, and celebrate small victories. For self-sabotage, awareness is key. Recognize destructive habits and work on changing these behaviors, potentially with the help of a coach or therapist​

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The importance of a business plan

Business plans are like road maps: it’s possible to travel without one, but that will only increase the odds of getting lost along the way.

Owners with a business plan see growth 30% faster than those without one, and 71% of the fast-growing companies have business plans . Before we get into the thick of it, let’s define and go over what a business plan actually is.

What is a business plan?

A business plan is a 15-20 page document that outlines how you will achieve your business objectives and includes information about your product, marketing strategies, and finances. You should create one when you’re starting a new business and keep updating it as your business grows.

Rather than putting yourself in a position where you may have to stop and ask for directions or even circle back and start over, small business owners often use business plans to help guide them. That’s because they help them see the bigger picture, plan ahead, make important decisions, and improve the overall likelihood of success. ‍

Why is a business plan important?

A well-written business plan is an important tool because it gives entrepreneurs and small business owners, as well as their employees, the ability to lay out their goals and track their progress as their business begins to grow. Business planning should be the first thing done when starting a new business. Business plans are also important for attracting investors so they can determine if your business is on the right path and worth putting money into.

Business plans typically include detailed information that can help improve your business’s chances of success, like:

• A market analysis : gathering information about factors and conditions that affect your industry
• Competitive analysis : evaluating the strengths and weaknesses of your competitors
• Customer segmentation : divide your customers into different groups based on specific characteristics to improve your marketing
• Marketing: using your research to advertise your business
• Logistics and operations plans : planning and executing the most efficient production process
• Cash flow projection : being prepared for how much money is going into and out of your business
• An overall path to long-term growth

What is the purpose of a business plan?

A business plan is like a map for small business owners, showing them where to go and how to get there. Its main purposes are to help you avoid risks, keep everyone on the same page, plan finances, check if your business idea is good, make operations smoother, and adapt to changes. It's a way for small business owners to plan, communicate, and stay on track toward their goals.

10 reasons why you need a business plan

I know what you’re thinking: “Do I really need a business plan? It sounds like a lot of work, plus I heard they’re outdated and I like figuring things out as I go...”.

The answer is: yes, you really do need a business plan! As entrepreneur Kevin J. Donaldson said, “Going into business without a business plan is like going on a mountain trek without a map or GPS support—you’ll eventually get lost and starve! Though it may sound tedious and time-consuming, business plans are critical to starting your business and setting yourself up for success.

To outline the importance of business plans and make the process sound less daunting, here are 10 reasons why you need one for your small business.

1. To help you with critical decisions

The primary importance of a business plan is that they help you make better decisions. Entrepreneurship is often an endless exercise in decision making and crisis management. Sitting down and considering all the ramifications of any given decision is a luxury that small businesses can’t always afford. That’s where a business plan comes in.

Building a business plan allows you to determine the answer to some of the most critical business decisions ahead of time.

Creating a robust business plan is a forcing function—you have to sit down and think about major components of your business before you get started, like your marketing strategy and what products you’ll sell. You answer many tough questions before they arise. And thinking deeply about your core strategies can also help you understand how those decisions will impact your broader strategy.

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2. To iron out the kinks

Putting together a business plan requires entrepreneurs to ask themselves a lot of hard questions and take the time to come up with well-researched and insightful answers. Even if the document itself were to disappear as soon as it’s completed, the practice of writing it helps to articulate your vision in realistic terms and better determine if there are any gaps in your strategy.

3. To avoid the big mistakes

Only about half of small businesses are still around to celebrate their fifth birthday . While there are many reasons why small businesses fail, many of the most common are purposefully addressed in business plans.

According to data from CB Insights , some of the most common reasons businesses fail include:

• No market need : No one wants what you’re selling.
• Lack of capital : Cash flow issues or businesses simply run out of money.
• Inadequate team : This underscores the importance of hiring the right people to help you run your business.
• Stiff competition : It’s tough to generate a steady profit when you have a lot of competitors in your space.
• Pricing : Some entrepreneurs price their products or services too high or too low—both scenarios can be a recipe for disaster.

The exercise of creating a business plan can help you avoid these major mistakes. Whether it’s cash flow forecasts or a product-market fit analysis , every piece of a business plan can help spot some of those potentially critical mistakes before they arise. For example, don’t be afraid to scrap an idea you really loved if it turns out there’s no market need. Be honest with yourself!

Get a jumpstart on your business plan by creating your own cash flow projection .

4. To prove the viability of the business

Many businesses are created out of passion, and while passion can be a great motivator, it’s not a great proof point.

Planning out exactly how you’re going to turn that vision into a successful business is perhaps the most important step between concept and reality. Business plans can help you confirm that your grand idea makes sound business sense.

A critical component of your business plan is the market research section. Market research can offer deep insight into your customers, your competitors, and your chosen industry. Not only can it enlighten entrepreneurs who are starting up a new business, but it can also better inform existing businesses on activities like marketing, advertising, and releasing new products or services.

Want to prove there’s a market gap? Here’s how you can get started with market research.

5. To set better objectives and benchmarks

Without a business plan, objectives often become arbitrary, without much rhyme or reason behind them. Having a business plan can help make those benchmarks more intentional and consequential. They can also help keep you accountable to your long-term vision and strategy, and gain insights into how your strategy is (or isn’t) coming together over time.

6. To communicate objectives and benchmarks

Whether you’re managing a team of 100 or a team of two, you can’t always be there to make every decision yourself. Think of the business plan like a substitute teacher, ready to answer questions any time there’s an absence. Let your staff know that when in doubt, they can always consult the business plan to understand the next steps in the event that they can’t get an answer from you directly.

Sharing your business plan with team members also helps ensure that all members are aligned with what you’re doing, why, and share the same understanding of long-term objectives.

7. To provide a guide for service providers

Small businesses typically employ contractors , freelancers, and other professionals to help them with tasks like accounting , marketing, legal assistance, and as consultants. Having a business plan in place allows you to easily share relevant sections with those you rely on to support the organization, while ensuring everyone is on the same page.

8. To secure financing

Did you know you’re 2.5x more likely to get funded if you have a business plan?If you’re planning on pitching to venture capitalists, borrowing from a bank, or are considering selling your company in the future, you’re likely going to need a business plan. After all, anyone that’s interested in putting money into your company is going to want to know it’s in good hands and that it’s viable in the long run. Business plans are the most effective ways of proving that and are typically a requirement for anyone seeking outside financing.

Learn what you need to get a small business loan.

9. To better understand the broader landscape

No business is an island, and while you might have a strong handle on everything happening under your own roof, it’s equally important to understand the market terrain as well. Writing a business plan can go a long way in helping you better understand your competition and the market you’re operating in more broadly, illuminate consumer trends and preferences, potential disruptions and other insights that aren’t always plainly visible.

10. To reduce risk

Entrepreneurship is a risky business, but that risk becomes significantly more manageable once tested against a well-crafted business plan. Drawing up revenue and expense projections, devising logistics and operational plans, and understanding the market and competitive landscape can all help reduce the risk factor from an inherently precarious way to make a living. Having a business plan allows you to leave less up to chance, make better decisions, and enjoy the clearest possible view of the future of your company.

Business plan FAQs

How does having a business plan help small business owners make better decisions.

Having a business plan supports small business owners in making smarter decisions by providing a structured framework to assess all parts of their businesses. It helps you foresee potential challenges, identify opportunities, and set clear objectives. Business plans help you make decisions across the board, including market strategies, financial management, resource allocation, and growth planning.

What industry-specific issues can business plans help tackle?

Business plans can address industry-specific challenges like regulatory compliance, technological advancements, market trends, and competitive landscape. For instance, in highly regulated industries like healthcare or finance, a comprehensive business plan can outline compliance measures and risk management strategies.

How can small business owners use their business plans to pitch investors or apply for loans?

In addition to attracting investors and securing financing, small business owners can leverage their business plans during pitches or loan applications by focusing on key elements that resonate with potential stakeholders. This includes highlighting market analysis, competitive advantages, revenue projections, and scalability plans. Presenting a well-researched and data-driven business plan demonstrates credibility and makes investors or lenders feel confident about your business’s potential health and growth.

Understanding the importance of a business plan

Now that you have a solid grasp on the “why” behind business plans, you can confidently move forward with creating your own.

Remember that a business plan will grow and evolve along with your business, so it’s an important part of your whole journey—not just the beginning.

Related Posts

Now that you’ve read up on the purpose of a business plan, check out our guide to help you get started.

The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.

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Hochul Pushes for Congestion Pricing Delay in Last-Minute Reversal

Gov. Kathy Hochul wants to postpone a plan to charge motorists to enter Manhattan’s business district, citing fears that it will hurt the city’s economy.

By Dana Rubinstein and Grace Ashford

Gov. Kathy Hochul is quietly maneuvering to delay a plan to toll drivers entering Manhattan’s central business district, just weeks before it is slated to go into effect, according to two people familiar with the discussions.

The first-in-the-nation congestion pricing plan , which has been decades in the making, is slated to start June 30. Drivers using E-ZPass will pay as much as $15 to enter Manhattan south of 60th Street.

But even as Ms. Hochul believes that congestion pricing is good environmental policy, she has concerns that the timing was less than ideal, according to a person familiar with her thinking. The governor feared that it might deter commuters from returning to the central business district, which has yet to fully recover from the pandemic.

Ms. Hochul’s gambit, if successful, could also help her fellow Democrats in the House who might otherwise face angry voters in an election year. But it would be a devastating blow to advocates and organizers who have worked for more than a decade to bring this change to New York City.

It is not clear whether Ms. Hochul’s still-formative plan to delay congestion pricing and replace it with another revenue stream would gain the needed approval of the New York State Legislature, which passed the plan years ago.

The tolling scheme was designed to reduce traffic congestion in Manhattan and produce $1 billion a year in revenue for the Metropolitan Transportation Authority, which runs the region’s subways, buses and two of its commuter rail systems. That revenue, in turn, would fund the system’s vast capital construction needs.

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EU drafts plan to exempt long-haul flights from new emissions rules

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Kate Abnett covers EU climate and energy policy in Brussels, reporting on Europe’s green transition and how climate change is affecting people and ecosystems across the EU. Other areas of coverage include international climate diplomacy. Before joining Reuters, Kate covered emissions and energy markets for Argus Media in London. She is part of the teams whose reporting on Europe’s energy crisis won two Reuters journalist of the year awards in 2022.

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Oracle to invest over $1 bln on AI, cloud computing in Spain

Oracle on Thursday said it will invest more than $1 billion over the next 10 years in artificial intelligence and cloud computing in Spain, as it looks to meet increasing demand for its services in the country.

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