Apex Mastermind is the member-only working session where operators apply strategy, live, alongside the room.
Each session includes:
- Tactical breakdown of a rotating topic
- Frameworks we actually use inside operating businesses
- Shared tools and templates
- Live implementation discussion
- Peer collaboration with other growth-minded trades leaders
- Open Q&A and discussion
Apex is for:
- Owners scaling past $2M+
- Operators building systems
- Leaders who want a peer-level conversation
- Teams ready to implement, not just listen
If you want execution and accountability, Apex is where you belong.
Budgeting for 2027
Build the Plan Before You Need It
Thursday, October 22 at 10am PT
Focus: Most shops write next year's budget in January, after the decisions that actually mattered already got made in November and December. Brad builds it the other way: the budget and the org chart get set before the current year even ends, so 2027 starts with a plan instead of a guess.
This session breaks down how Brad builds both the budget itself and the 1-year and 3-year org charts that go with it, so growth doesn't outpace the team that has to deliver it.
Come ready: bring a draft of your 2027 budget and your 1-year and 3-year org charts. You won't have to share them, but you'll get more out of the session if you do the prep.
One hour. Cameras on. Members only.

NOTE: This is a WholeHome Alliance Member-Exclusive event. Members will receive individual invites to these sessions.
Recruiting
All the technical knowledge in the world won't compensate for a bad culture fit.
Starting 2027 Strong
The new year means a clear budget and a season that requires a fast start.