Three days. One Annual Strategic Plan.
Hundreds of connections.
The ROI’s not just good, it’s ridiculous.





Winter Summit isn’t a conference you sit through. It’s where you build the plan you’ll run for the next 12 months.
One of the biggest drivers of a successful year is strikingly simple: a strong 2027 Annual Strategic Plan, broken into quarters, tracked throughout the year and led through your team.
At Winter Summit, you step out of the day-to-day to build that plan alongside other serious entrepreneurs. They’ll challenge your assumptions, call out your blind spots and help you make your plan stronger before you spend a year executing it.
You leave with your 2027 Annual Strategic Plan tested, locked in and ready to run.
And when you get home, that plan becomes the foundation for the rest of your BTA coaching rhythm.
One of the biggest drivers of a successful year is strikingly simple: a strong 2027 Annual Strategic Plan, broken into quarters, tracked throughout the year and led through your team.
At Winter Summit, you step out of the day-to-day to build that plan alongside other serious entrepreneurs. They’ll challenge your assumptions, call out your blind spots and help you make your plan stronger before you spend a year executing it.
You leave with your 2027 Annual Strategic Plan tested, locked in and ready to run.
And when you get home, that plan becomes the foundation for the rest of your BTA coaching rhythm.
What BTA
Members are saying...

Conor
Whyte
Whyte Mechanical
We implemented Marcus Sheridan’s pricing tool while still in the DR, and within four days, we generated a $30K lead. Within a month, we booked a $20K install, completely over the phone. With just $200 in ad spend so far, we’re already seeing an estimated $60K to $70K in sales. Seemed like a no-brainer to implement, and it’s crazy how many opportunities it’s creating! The ROI on this one nugget is undeniable; it has already paid for our trip and then some. For me, Winter Summit isn’t just about ideas, it’s about real tools and strategies that drive actual results.

Alex
Johnston
ServiceBuilt Corporation
Strat planning is the foundation of Summit for me and reason I attend. The reconnection with other BTA Members and the Coaches is the other. This event continues to be my primary community on this entrepreneurial ride and I love it. The speakers are also always a highlight. Marcus Sheridan is was aggressively impactful. Great job Jane and the entire BTA team. Thank you.

Meaghan
Likes
Jeff Likes Clean Windows (& Gutters)
For the past four years, I’ve built our Strategic Plan at Winter Summit with my Breakthrough Academy family, but this year was different. Finalizing our 2025 plan in the Dominican Republic was already special, but having our new business partner, Bryce, at the table for the first time made it even more meaningful. I felt so proud. After 40 hours of prep, we worked through our plan with our accountability group, our mentor Curt Janzen, a leader I’ve looked up to for years, and, to our surprise, keynote speaker Marcus Sheridan, one of the best marketing minds out there. He poured into us with his insight, patience and generosity, taking our plan to the next level. The takeaways were game-changing, and it’s a day I’ll cherish for a long time.

Walter
Roos
Top Notch Roofing
Before BTA and attending Winter Summit, we ran our business reactively. Jobs came in, we got them done. That worked about as well as a charity, but we wanted healthy profits, and they weren’t coming. Planning felt like a luxury until the Summit prep work forced us to dig deep, uncover weak spots and build a real strategy. Then, at Summit, we get the chance to pressure-test that plan with other businesses. We came home with a clear direction and a ton of energy, ready to take on the year with a 'we got this' mindset.
Location
Launch your year with the right energy. Picture tranquil mountain views, an open layout and everything set up so you can step back and think. Set in the Coachella Valley, our Renaissance Resort gives you space to get out of the noise and focus.
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Agenda
This year, you’ll be able to choose from sessions based on where your business needs the most focus, with dedicated time for 2027 Strategic Planning built into the experience.
Go deep with your industry. Learn from experts. Work on your plan. And use the open blocks to keep working or recharge.
Thursday

Breakfast + Welcome
8 - 9AMKickoff Ice Breaker
9:30 - 10:15AMIndustry Breakout (AM)
10:30 - 12PMLunch + Industry Mixer
12 - 1:30PMIndustry Breakout (PM)
1:30 - 3PMAVP Expert Sessions
3 - 4PMCocktail Hour + Awards Night
6 - 10PM
Friday

Breakfast
8 - 9AMMain Stage Keynote
9 - 10:30AMStrategic Planning Groups
10:30 - 4PMCocktail Hour + AVP Party
6 - 10PM
Saturday

Breakfast
8:30 - 9:30AMBig Dogs Panel
9:30 - 11AMLunch
11 - 12:30PMChoose Your Own Adventure
12:30 - 6PMCocktail Hour + Closing Dinner
6 - 11PM
Arrival Day 6 Jan
Upon Arrival
Check In
Grab your room key, settle in and get ready to rock.
7:00 PM
Member Welcome Meet Up
You made it! Join for an informal meet up with other BTA Members.
Thursday January 7
8:00 AM
Breakfast & Welcome
The official start to Winter Summit. Register, grab a coffee and fuel up. It’s time to get to work.
9:00 AM
Keynote Speaker
Every year, we look for a speaker who has done the work. Brian Gottlieb built three home-improvement contracting companies from $3,000 and a folding table to $150M in revenue and 600 employees. He knows what it takes to scale, avoid costly mistakes and turn a plan into execution. Because the real test isn’t the plan you leave Winter Summit with. It’s what happens Monday morning when the work starts.
Our Winter Summit Keynote has often been the other big nugget that Members walk away with thinking… damn, that alone would have been worth it.
10:45 AM
Planning Group Icebreaker
Meet the Members in your intentionally curated Strategic Planning group, while spouses have a chance to connect too.
11:45 AM
Industry Roundtable
Contractors in your industry break down what’s working, what’s not and what they’d wished they’d done sooner.
1:00 PM
Lunch & Industry Mixer
Get a plate and take a seat with BTA Members who’ve been where you’ve been and walked a mile in your shoes.
2:15 PM
Industry Roundtable
Learn the strategies, numbers and real life-takeaways from Members who’ve navigated the same industry highs and lows.
3:30 PM
Your Day Your Way
Whether you want to relax by the pool or keep working through ideas with other Members, we've set aside dedicated space for both.
6:00 PM
Awards Night
See what a standout year looks like at BTA. Hear how top-performing Members grew, led and solved problems in their businesses, then connect with them throughout the rest of Summit.
Friday January 8
9:00 AM
Strategic Planning
The cornerstone of Winter Summit. Fine-tune your 2027 Annual Strategic Plan in a think tank of industry peers. You’ll get tough feedback, challenge your assumptions and uncover blind spots.
12:00 PM
Lunch on Your Own
One of the changes this year is more flexibility throughout the day. Enjoy lunch wherever you'd like before joining for afternoon sessions.
1:00 PM
AVP Skill Sessions
Choose from four focused sessions led by our most-requested Approved Vendor Partner experts.
2:00 PM
AVP Booth Space
Meet partners, explore new tools and discover solutions Members are using to grow their businesses.
3:00 PM
Investing in the Leader Speaker
You can’t lead at your best if you’re running on fumes. Show up stronger for your team and take better care of the machine (that’s you) driving it all forward.
4:30 PM
Your Day, Your Way
Recharge by the pool, head into town or continue planning conversations and working through ideas in a quieter setting.
6:00 PM
AVP Party
The AVPs host a laid-back night of good food and great convos.
Saturday January 9
9:00 AM
Strategic Planning
This is what it’s all about. Dial in your 2027 Annual Strategic Plan, identify your gaps, and leave with a plan you’re ready to execute.
12:00 PM
Slush Time
We've intentionally left this time open so you can recharge or continue conversations before the afternoon block begins.
2:00 PM
Finalize the Plan
Bring your planning group and the entire BTA Community back together to lock in your commitments, celebrate the work you've done and launch the year ahead.
3:30 PM
BTA Pool Party
You’ve done the work. Now hit the pool, grab a drink and enjoy the Palm Springs sunshine with the BTA crew.
6:00 PM
Closing Dinner
One last night with these epic humans. We’ll send you home ready to execute.
Optional - Sunday January 10
Stay a little longer.
You’ve earned it.
You’ve earned it.
Leaders Circle Members will kick off Day 4 with their own session, followed by a group activity to relax and connect.
For everyone else who has added the extra night, we’ve lined up an optional day of adventures or free time at the resort.
For everyone else who has added the extra night, we’ve lined up an optional day of adventures or free time at the resort.


January 6-9, 2027
Palm Springs, CA
Join hundreds of growth-focused contractors.
Three days. Full access to every session, keynote and your Annual Strategic Plan built and locked in. Your experience at the Renaissance Esmeralda includes opening breakfast and evening dinners, plus the time and space to focus alongside operators who take this seriously.
Travel is dead simple. Logistics are handled. Show up and get to work.
For hundreds of BTA Members, Winter Summit is built into how they run their year.
Travel is dead simple. Logistics are handled. Show up and get to work.
For hundreds of BTA Members, Winter Summit is built into how they run their year.
Winter Summit Pre-sale
Get early access
Closes April 1st, 2025
This is your chance to lock in the best price we’ll offer post Winter Summit. Limited spots available, so don’t miss out!
At Event
pricing
pricing
One Day Only
Winter Summit Attendees get first access because they’re already in the program rhythm and can lock in while planning next year.
$2,850
Early
Access
Access
Closes May 1st
Plan ahead and lock in your spot before the year gets away from you. This is part of how BTA Members operate.
$3,150
Livestream
Offer
Offer
In August 2027
If you’re already registered and on the livestream, or one of the first 100 to register during it, you’ll be entered in a draw to have your Summit registration covered.
$3,350
Standard
Pricing
Pricing
Closes Nov 15th
The full cost for three days of everything you need for a high-impact Winter Summit experience is included. By this point, most Members already have their spot locked.
$3,450

