2027 Annual Planning Sessions
The time to prepare for 2027 is now.
An EDCAC annual planning session is a working session. You bring your numbers in whatever condition they’re in, and we spend the time building the year — the budget, the revenue targets, the pricing, the cash flow, the hiring, the whole timeline.
We hold these in the fall for a reason. Right now, you can still see the whole year in front of you. That’s the only window where a plan can genuinely change how the year goes — and it closes the moment January starts.
Book your session, and start the new year strong.
What you leave with
Not homework. A working set of documents you can open on January 2 and act on — built around your actual numbers, in a session protected by NDA.
Strategic Plan
Service offerings, campaigns, launches and owner goals mapped to a real timeline with real dates.
Operating budget
A working budget you measure against monthly — not a projection of what you hope happens.
Monthly and weekly revenue goals
Your annual target broken down far enough that you know on February 10 whether you’re on pace.
Expense review
Line by line, separating what drives growth from what has quietly been renewing itself for years.
Capital needs and sources
What the year requires and where it comes from.
Pricing assessment
Rates rebuilt from what the work costs you today, the margin you need, and where the market is heading.
Cash flow assessment
Your real timing across the calendar, so a thin month is a puzzle you solve early instead of an emergency.
Hiring and team plan
The roles you’ll need, placed in the months the budget can actually support them.
Start the new year strong.
Sessions are private and NDA-protected. What you share stays in the room. Come as you are; organizing the numbers is the work.
Schedule your planning sessionSessions run through December 13.
Why the fall, and not January
1,676
Businesses studied. The ones whose owners knew their numbers grew faster and kept more of it.
Research across 1,676 small and mid-sized businesses found that those with stronger financial knowledge were more likely to achieve higher revenue growth and wider profit margins.
$118,121
The average profit owners estimate they’ve lost to low financial literacy.
Nearly half put the figure at $10,000 or more, and 13% believe they’ve missed out on $500,000 or more. Intuit QuickBooks research.
A budget built after the year has started is a report card. A budget built before January is a plan. Same document, completely different uses.
Ekima · Founder, EDCAC