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SCALE 2025

How to Create a Business That
Gives You Ultimate Freedom

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Hours
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If you could attend only one event in 2025, THIS IS THE ONE:

How can I successfully scale my business without sacrificing my family, health, or life to do it?

This event was designed to answer one powerful question:

This has been the dominate question for the several thousand clients we’ve worked with over the past 20 years…

And it’s likely you’re asking yourself if it is even possible.

(Short answer: It is!)

  • One participant grew his company 10 times faster than his 12 year historic average.
  • Another tech company increased her company’s value by over $4 million in 48 months.
  • A physician increased his practice’s profit by $750,000, and at the same time reduced his working week by 15 hours a week.
  • A wholesaler grew his sales from $15 million per year to over $23 million.
  • Another participant grew his professional services firm by 37% and still was able to take off a total of 8 weeks of vacation with his family.
  • A manufacturer doubled his pre-tax profits to over $2 million per year.
  • A “blue collar” service business owner was not only able to reduce his working hours from 50 per week down to under 30 per week, but for the first time ever he earned over $500,000 in profit.

Just Listen To The Stories Of Our Past Participants:

(It doesn't get more real than this)

And the list goes on and on...

This event will be a catalyst for the growth of your business.

Past attendees are still enjoying the growth years later, with participants growing at annualized rates many times faster than other companies in their industries.


This year’s event theme is “Scale and Grow Rich”. This means that you’ll leave with a clear framework and map to scale your company while at the same time building your wealth independent of your company.


If coaching 20,000+ business owners over the past two decades has taught us anything it’s this: Only a small fraction of business owners are ever taught how to build their businesses, reduce their owner reliance, and build their wealth.


This is what sets this Maui event apart from others.


Not only have we helped thousands of other business owners just like you scale their businesses the right way, but we’ve also helped them discover how to fit their business into their larger wealth plan.It’s not enough to just “grow” your company, you’ve got to integrate this growth into your larger wealth plan.


This means mapping out your strategy to grow, along with your exit strategy to one day sell or transition to a passive role within your company.

What's Your Exit Strategy?

In other words, besides just operating your business to make a profit and to support your family, what is it you hope to eventually do?

Brute force and insane hours may give you a burst of growth, but the only way to sustainably scale your company is to leverage the force multipliers of smart business systems, cross-trained team, and sound internal controls.

When you do this, and develop a culture where your entire company buys into this better path for growth, you’ll be able to scale your company and enjoy your business more.


And should you choose to sell your company, it’s now worth millions more because of the investment you made in growing it the right way – not relying solely on you.

This is why it’s so important for you to be there with us this February in San Diego as we focus on you and your 2025 game plan.

To one day sell the company to a strategic buyer and cash out?


Or do you want to eventually transition to owning it passively, shifting your role to under 10 hours a month while still enjoying the profits and future growth of the business?

Whichever exit strategy you pick, it’s critical that you scale your company the right way.

SCALE 2025

Attendees Of This Event Will Walk Away With These Things

Not only will we focus on helping you enjoy 2x… 3x… 5x… 10x growth, but you’ll learn to do it the right way. Not by “brute force” and working longer hours, but to scale by working less, and getting your business to produce more!

  • Greater Growth.

You’ll gain the insider edge to improve your margins and grow your bottom-line profits.` `

You’ll learn how to supercharge your business systems, team, and company culture to help your company sustain its growth and reduce its reliance on you!

You’ll be introduced to a bigger wealth model, and how your company fits into that larger wealth plan, so that you consistently increase your wealth outside of the business and win the money game.

You’ll learn 12 tax strategies you can use to legitimately save $100,000 or more on your taxes over the coming 36 months.

You’ll leave with a clear, written game plan to make 2025 your best year ever!

You’ll design in ways to increase strategic depth and create strategic redundancies so that your business thrives for years to come.

And Most Importantly You'll Get A...
  • More Profits.
  • More Time Freedom.
  • Greater Peace of Mind.
  • Increased Wealth.
  • Reduced Taxes.
  • Concrete “Execution and Accountability” Plan.

You'll Learn:

  • A brand new “Scaling Revenue and Profit” tool. On the very first day before we even break for lunch you’ll work through a brand new “scaling” tool that in 2 hours will help you map out exactly how to double or triple your business (and profits) in as little as 36 months.
  • How to protect yourself from the 3 biggest risks of scaling. You’ll learn how to design your systems and train your team so that you protect your cash flow as you grow, raise the accountability bar, and stay ahead of market trends and competitors.
  • The real reasons why most companies can’t get their team to use their systems (and what to do about it!)
  • 4 scripted processes to identify your company’s biggest potential leverage points to scale (and a proven process to turn your chosen strategies into a concrete plan to implement.)
  • A 3-Step formula to read the world so that you can innovate and seize opportunities for growth (and avoid being blindsided by disruptive competitors and change that could otherwise put you out of business!)
  • The five biggest barriers to scaling your privately held company (and the timeline of when you can expect them to come up, along with a detailed formula for dealing with each of them.)
  • An innovative way to harness the full value of the key business and investment lessons you’ve learned over the past 36 months. Plus, we’ll share with you a unique process, so you can harness the full value of the key lessons your Maui peers have learned as well! This way you can magnify your capacity for learning 100 times over!
  • A new model to look at your net worth and harness it to grow your passive cash flow independent of your business.
  • 12 tax strategies to increase your “after tax” net income, including 3 little-known ways to use entities to reduce your tax burden by $10,000 or more every year. This one session alone, will more than cover your pay for taking the 3 days to join us – leaving all the other returns and benefits you get from the event as pure gravy.
  • How to maintain the dynamic balance of cash flow and capacity when scaling (including the 7 internal metrics you must keep a close eye on to make sure you have the cash reserves to scale safely and don’t get backed into a corner).
  • A detailed strategic plan for your business for 2025. (This is one of the biggest reasons past participants have had such amazing results from attending – you will leave with a concrete, written 1-page plan of action that you are able to execute on as soon as you get back home!)
  • And a whole lot more!

This list no doubt has you eager to learn more, and I encourage you to embrace that excitement and join your business peers in San Diego this February.


As you know, the core focus of the Maui companies has always been on helping business owners like you build businesses that they can sell, scale, or own passively. For over a decade we’ve helped business owners build companies that they love, and make sure that they leverage their business success to serve their deeper values.


Scale 2025 is the next step towards that goal for you.

Register Today and Join Us (we will sell out).

Dates: February 21st – 23rd, 2025 (Friday, Saturday, and Sunday)


Location: San Diego Marriott Mission Valley

Included is a special banquet on Friday night (a great time to dress up and enjoy your peers), networking and advisor lunches each day, and optional self-pay socials each Saturday and Sunday nights.

Register Now

“The results speak for themselves: Last year my business generated 9 times the operating profit. I have more time off, a much better quality of life, and I’m more relaxed. It’s really hard to beat that return on my investment.”

- Jennifer Lyle

“I’m a surgeon with a thriving pain management and anti-aging practice. The results speak for themselves - Maui helped me to radically upgrade my use of time and make an additional $1 million of net income.”

- Dr. Gurpreet Padda

“Here I am 7 years later, and my company has grown four-fold to over $20 million a year in sales, and over $3 million in profits. Best of all, I’m literally not needed to do anything for the business anymore. I can honestly say that without Maui none of this would have been possible.”

- Tom Santilli

David Finkel

David is a Wall Street Journal and Business Week bestselling author of 12 business and financial books as well as a syndicated columnist for Inc.com. As the founder and CEO of Maui Mastermind, David has worked with 100,000+ business coaching clients and community members to build over $5 billion worth of businesses. He eats his own cooking, growing his active business while taking 5 months off each year.

Alan S. Gassman

Alan is a senior partner with Gassman, Crotty, & Denicolo, PA. He is AV® Preeminent™ Peer Review Rated by Martindale Hubbard®. He has been on the board of advisors of the Journal of Asset Protection, a fellow in the American Bar Association National Association of Estate Planners & Councils, and a member of the Florida Bar since 1994. .He is board certified in Wills, Trusts, and Estates.

Kevin Bassett

Kevin is the founder and CEO of Bassett and Associates, P.A., a mid-sized CPA firm specializing in working with high-net-worth entrepreneurs. A published author, Kevin is himself a “Level Three Business Owner” and investor. Over the years, Kevin has worked with billionaire clients to corporate clients, helping them structurally mitigate their taxes and build more wealth.

Featured Speakers

And Remember, The Event Is Almost Certainly Tax Deductible!

Knowing my CPA Kevin like I do, I’m sure he would tell you and his clients (many of whom are already registered for the event!) that this 3-day event is fully tax deductible for business owners.


I can hear his gravely bass voice saying, “According to IRC Section 162, a business owner can take the deduction for any business training that is directly connected with or pertaining to the business. In fact, Reg. 1.162-1(a)…


”You get the idea…. By having your business pay for the event you’ll literally save close to HALF the cost of the event. Of course, we’re not your CPA and you’ll need to check with your accountant about the write off.


But it’s hard to imagine that an existing business owner attending this event to grow his or her company couldn’t take the full write off.


We’ll even give you documentation for your tax records in case you had to defend the write off in an audit – bless Kevin and his attention to details!


In fact, Kevin will be there at the event giving us his best tax strategies to help us improve our profit margins and structurally reduce our Tax Drag along the way.

Here's What SCALE 2025 Does NOT Include:

  • No “inspirational” talks or hype...
  • No celebrity speakers or “gurus”…
  • No academic information or “theory” not based on real-world experience…

There’s nothing you’ll learn over these three days that you can’t go out and incorporate right away to start seeing a noticeable shift in your company’s growth and a reduced reliance on you, the owner.


This is an event for real people, building real businesses, sharing actual experiences, in a way that’s down-to-earth and practical.


And it will be intense…


We’ll be using proven frameworks, actual case studies, and hands-on implementation to help you design–and reach–a clear outcome.


You’re not coming here to listen to us talk AT you for three days.


You’re coming so that we can do the work WITH you and start applying the ideas and strategies we’ll cover right away.

My team and I will be working side-by-side with you and showing you exactly what we–and our most successful clients–are doing right NOW to make this kind of growth and time freedom a reality.

That way, when you get back home, you’ll have a concrete game plan for the year that you can start putting it into action with your team immediately.

So, What's The Tuition Cost?

The short answer is…Not nearly as much as it should be.


Our coaching clients are expected to see a 200% return on investment within 12 months of working with us.

If we don’t help them achieve concrete results, we give them their money back.


This event is going to cover proven growth strategies to double or triple the annual growth rate of your business while radically reducing your company’s reliance on you–with zero sacrifice to your cash flow or net worth.


I think you and I can agree that your time is your most valuable asset. And if this event allows you to recoup even the slightest percentage of your time on a weekly basis without affecting the profitability or growth rate of your business…And even though the demand for access to our events far exceeds the supply of available seats each year…The price to secure your ticket is just $9,995.


Maybe that sounds like a no-brainer to you, or maybe it seems like a lot. But whether your business is doing $500k in revenue or $20 million, if we can help you double, triple, or 5x your growth, increase profits, and free up your time so that you finally get your life back…Would you agree it’d be a worthwhile investment?


My team and I think so, as do the thousands of attendees we’ve had attend our events over the past decade.


Plus we stand behind the workshop and the value you will get with out unconditional “10x Guarantee”…

100% Unconditional “10x Guarantee”

For the past decade we’ve stood behind every event we’ve hosted and this exclusive business owner retreat is no different.


Here is our written unconditional guarantee:

Join us for this powerful event. If after attending you are not totally thrilled with the value you got, and you don’t feel it was worth 10x what you invested be there with us, we’ll give you a full and complete refund.

I don’t know how to be any fairer. All we ask on our end is that you attend and participate (how else would you know how valuable the workshop will be to your company?) If at the end of the workshop you don’t feel it delivered on the value you expected and wanted, just tell any staff member there onsite on Sunday night and you’ll get a full and prompt refund, no questions asked. Simple as that.


You literally have nothing to lose. Either the event exceeds your expectations or it’s free—and we’ll have paid for your meals too.


But you have to take action and join us there.


This is the time to step up and seize the opportunity. I urge you to reserve you and your partner’s seat before all the seats are filled. Once they are gone, they’re gone forever.


Of all the events we’re hosting in 2025, this one must be on your calendar.


I strongly encourage you to secure your spot and start off the year right. We are limited by the space available at the hotel, and if this is anything like past years, we will sell out.


So secure your seat now while you can!

Register Today and Join Us (we will sell out).

Dates: February 21st – 23rd, 2025 (Friday, Saturday, and Sunday)


Location: San Diego Marriott Mission Valley

Included is a special banquet on Friday night (a great time to dress up and enjoy your peers), networking and advisor lunches each day, and optional self-pay socials each Saturday and Sunday nights.

Register Now

Scale 2025 will sell out so reserve your seat now!
And remember, you’re fully protected by our “10x Guarantee”.

See you there!

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My team and I will be working side-by-side with you and showing you exactly what we–and our most successful clients–are doing right NOW to make this kind of growth and time freedom a reality.


That way, when you get back home, you’ll have a concrete game plan for the year that you can start putting it into action with your team immediately.