THE FINANCIAL INTENSIVE

A 2-Day Deep Dive into Financial Mastery for Shop Owners

Join us in Ogden for an exclusive, in-person Financial Intensive designed for shop owners who want absolute clarity, confidence, and control over their financial future.

Led exclusively by The Institute Team & Kaizen CPAs + Advisors, this intensive goes far beyond surface-level financial education. You’ll learn how to read, interpret, and strategically use your financials to make better decisions, fuel growth, protect wealth, and plan for the future of your business and legacy.

What’s Included

• 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

• A focused, distraction-free learning environment

Who This Financial Intensive Is For

This Financial Intensive is designed for shop owners at different stages of financial understanding, all with one thing in common: the desire to make smarter, more confident financial decisions that support long-term success.

1. The Foundations Builder

You know the numbers matter, but they don’t always make sense yet.

This level is for shop owners who:

• Review their P&L but aren’t fully confident interpreting it

• Rely heavily on a CPA or bookkeeper without truly understanding the “why” behind the numbers

• Feel unsure about cash flow, margins, or where profit is actually coming from

• Want a clear, practical understanding of financial statements without accounting jargon

You’ll leave with confidence reading and understanding your P&L and balance sheet, clarity on what “good” actually looks like financially, and the ability to ask better questions and make more informed decisions

2. The Growth-Oriented Operator

You understand your financials, but want to use them more strategically.

This level is for shop owners who:

• Already review financial statements regularly

• Understand basic financial metrics but struggle with exceptions or complexity

• Want better control over cash flow to support growth

• Are navigating lending, lines of credit, or bank relationships

You’ll benefit from advanced insight into managing exceptions (body shop work, parts sales, mixed revenue streams), cash flow strategies that support expansion without financial stress, and stronger alignment between your operations, accounting, and financial goals

3. The Legacy & Wealth Builder

You’re thinking about what the future holds, and toward tax efficiency, protection, and exit.

This level is for shop owners who:

• Have a strong financial foundation and consistent profitability

• Want to minimize tax exposure through smart, legal strategies

• Are thinking about acquisitions, succession, or exit planning

• Care about wealth preservation, asset protection, and long-term legacy

This intensive will help you understand high-level tax strategy and long-term planning, prepare your financials for mergers, acquisitions, or sale, build a 3–5 year exit strategy aligned with personal and business goals, protect what you’ve built and turn business success into lasting wealth.