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THE FINANCIAL BOTTLENECKS HOLDING SHOPS BACK
The challenges that cap profit, create unnecessary stress, and make even well-run shops harder to scale than they should be.
The shop is busy, but the profit doesn’t match the effort
You’re tracking numbers, but you don’t trust them
Decisions are made from gut feel instead of clarity
High volume creates constant stress
A Focused Financial Reset for Shop Owners
The Financial Intensive creates space to step out of daily operations and look at your shop from a financial leadership perspective.
It’s built to help shop owners move beyond surface-level reporting and into true financial understanding so decisions around pricing, growth, staffing, and structure are made with confidence instead of guesswork.
Built for Every Stage of Ownership
Whether you’re focused on stabilizing, scaling, or eventually exiting, this event meets you where you are—and helps you think one step ahead.
The Foundations Builder
You know the numbers matter, but they don’t always make sense yet.
The Growth-Oriented Operator
You understand your financials, but want to use them more strategically.
The Legacy & Wealth Builder
You’re thinking about what the future holds, and toward tax efficiency, protection, and exit.
MEET A CPA THAT UNDERSTANDS AUTO REPAIR SHOPS
The Financial Intensive includes guidance from a Kaizen CPAs who specialize in working with auto repair shop owners. Their experience spans shops at different stages of growth, giving attendees insight that’s grounded in real operations and not generic financial advice.
YOUR INSTRUCTORS
INDUSTRY EXPERT GUIDANCE
WAYNE MARSHALL
Chief Executive Officer
Wayne has dedicated his career to the communication and marketing field, evolving from selling printing services to senior management roles and entrepreneurship, launching successful companies working with Fortune 500 clients. He has served on multiple industry boards, progressing to leadership positions. Now, Wayne specializes in developing strategic operational plans, focusing on intentional development.
CECIL BULLARD
Founder & Board Chair
Cecil J Bullard, a seasoned figure in the Automotive Service and Repair Industry, has excelled as a Tech, Service Advisor, Manager, and Owner of multiple successful shops. As Founder and CEO of the Institute, he champions unlimited opportunities in today's shops, offering consulting, training, and mentoring to thousands of Automotive Professionals worldwide.
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MICHAEL SMITH
Chief Strategy Officer
Michael's journey started in corporate financial services sales, climbing the ranks to regional leadership in the Fortune 100. He then ventured into strategic management consulting, becoming a practice leader in the Big 4. As a private equity entrepreneur, he co-founded four successful companies spanning financial services, international trading, strategic consulting, and fine art.
ERIC JOERN
CPA, CM&AA, AAM
Partner at Kaizen CPAs
Eric Joern is a seasoned CPA and trusted financial advisor with deep experience helping auto repair shop owners translate their business numbers into real-world results. As a partner at Kaizen CPAs + Advisors, Eric leads the firm’s automotive sector, bringing a unique mix of accounting expertise and industry insight to owners at every stage of growth.
CLAY HAMLIN
CPA, MST
Managing Partner
Clay Hamlin is the Managing Partner at Kaizen CPAs + Advisors, where he leads the firm with a focus on strategic growth, advisory excellence, and industry-specific financial guidance for business owners. With a background that blends deep technical expertise and broad business leadership, Clay holds CPA licenses in Illinois and Wisconsin.
JOHN CIAPETTA
CPA, CFP®, MBA, ABFP™
Partner at Kaizen CPAs
John Chiappetta brings a rare combination of accounting expertise and financial planning insight to business owners seeking stronger financial direction. As both a Certified Public Accountant and Certified Financial Planner, John helps bridge the gap between business performance and personal wealth strategy.
WHAT YOU'LL LEARN
1
know your numbers
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Learn how to confidently read and interpret your P&L and balance sheet so you understand how your shop is actually performing
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Understand what “healthy” financial performance looks like for an auto repair shop at your stage
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Identify red flags and problem areas early, before they turn into costly financial issues
2
CASHFLOW & BANKING
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Learn how to properly balance cash flow so you can operate smoothly while still planning for growth
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Build stronger credit and banking relationships that support future opportunities
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Understand the differences between SBA loans, conventional loans, and lines of credit—and when each makes sense
3
STRATEGY & LEGACY
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Evaluate the pros and cons of LLC, S-Corp, and C-Corp structures based on your goals
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Align tax strategy with retirement planning to support long-term wealth
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Learn the foundations of exit planning, M&A, and building a business with real long-term value
WHAT’S INCLUDED
GENERAL ADMISSION
$1,195
Two full days of in-depth, hands-on financial training
Expert-led presentations with real-world application
Interactive Q&A tailored to participant situations
Breakfast and lunch provided daily
Comprehensive printed handbooks to take home
Afocused, distraction-free learning environment
INSTITUTE CLIENT & MEMBER PRICE
$895
INSTITUTE CLIENTS BENEFIT FROM SPECIAL MEMBER PRICING - SAVE $200!
