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Lunch & Learn: End of Year Business Owner Checklist: Action Items to Finish This Year Strong and Set Your Business Up for Success in 2027

December 1, 2026 11:30 AM - 1:15 PM (EST)

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Contact Information

Name: Jenna Ramsey
Email: jenna@hbaofgreenville.com

December moves fast. Jobs push to close, holidays fill the calendar, and January shows up before you plan for the new year. Most owners start the new year the same way they ended the last one: busy, behind, and reacting.

This class gives you a simple checklist built on four foundations of a healthy business: Purpose, People, Process, and Profit. You work through each section in the room and leave with clear action items to finish 2026 and start 2027 on your terms.

Purpose: Know Where You Are Going
Review 2026 against the goals you set. Celebrate your wins. Name what fell short and why. Write three clear goals for 2027 so your team knows the target.

People: Invest in Your Team
Hold year-end check-ins with each team member. Confirm every role has clear expectations. Decide where you need to hire, train, or make a change before the spring rush.

Process: Fix What Broke
Identify the three processes causing the most rework, callbacks, or frustration this year. Build a 12 Week Plan for Q1 and set your Ideal Weekly Schedule for January.

Profit: Close the Books With Confidence
Compare your actual numbers to your plan. Meet with your CPA before December 31. Collect outstanding receivables. Build your 2027 Annual Budget and confirm your overhead and markup.

Who should attend
Builders, remodelers, trade partners, and associate members who own or lead a company and want to start 2027 with a plan instead of a scramble.

What you take home
A completed End of Year Checklist
Three written goals for 2027
A short list of action items to finish before December 31

Presented by Chad Sakada, Business On Purpose

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Lunch & Learn: End of Year Business Owner Checklist: Action Items to Finish This Year Strong and Set Your Business Up for Success in 2027

December 1, 2026 11:30 AM - 1:15 PM (EST)

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Lunch & Learn: End of Year Business Owner Checklist: Action Items to Finish This Year Strong and Set Your Business Up for Success in 2027

December 1, 2026 11:30 AM - 1:15 PM (EST)

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