Third step
Build → Protect → Invest → Legacy Intensive
$4,997. A four-week cohort for established construction owners — one week each on Build, Protect, Invest, and Legacy — run live in small groups. You leave with your own written picture of where you're exposed and the questions to take to your own licensed professionals.
Pricing
$4,997/seat
- Four live small-group sessions — one per act
- Every exercise and fill-in template for all four acts
- Session recordings and the workbook to keep
- A written exposure map and an advisor question list
- 12 owners per cohort, so your own numbers get airtime
Two ways to pay
Pay in full — $4,997
One payment. Seat confirmed immediately.
Reserve with a $500 deposit
Holds your seat. The $4,497 balance is due before Week 1.
Full refund if you cancel more than 14 days before Week 1. This is education — no legal, tax, or investment advice, and no document review.
Apply nowCohort calendar
Upcoming dates
Wednesdays, 4:00–5:30 PM ET (live, small group). Every cohort runs the same four acts in the same order, one week at a time.
Enrolling
Fall 2026 Cohort
Oct 7 – Oct 28, 2026
- Week 1 · Build
Wed, Oct 7, 2026 - Week 2 · Protect
Wed, Oct 14, 2026 - Week 3 · Invest
Wed, Oct 21, 2026 - Week 4 · Legacy
Wed, Oct 28, 2026
12 seats
Enrolling
Winter 2027 Cohort
Jan 13 – Feb 3, 2027
- Week 1 · Build
Wed, Jan 13, 2027 - Week 2 · Protect
Wed, Jan 20, 2027 - Week 3 · Invest
Wed, Jan 27, 2027 - Week 4 · Legacy
Wed, Feb 3, 2027
12 seats
Enrolling
Spring 2027 Cohort
Apr 7 – Apr 28, 2027
- Week 1 · Build
Wed, Apr 7, 2027 - Week 2 · Protect
Wed, Apr 14, 2027 - Week 3 · Invest
Wed, Apr 21, 2027 - Week 4 · Legacy
Wed, Apr 28, 2027
12 seats
Week 1
Build
- Marketing: a written offer and a lead system you can explain
- Networking: the relationships that actually send work and intros
- Sales: one discovery and proposal process, and pricing confidence
- Fulfillment: kickoff, production, QA, and collections without you
Week 2
Protect
- Contract terms that decide whether you get paid
- Insurance concepts: what your policies likely do and don't cover
- Key-man exposure and the 90-day stress test
- Employment basics and which jobs to walk away from
Week 3
Invest
- Reading your own P&L, balance sheet, and cash forecast
- Owner pay and a profit habit that survives busy season
- Wealth buckets outside the business
- Rentals and hard assets — how owners think about them
Week 4
Legacy
- Succession paths: sale, family, key employees, wind-down
- Estate concepts at your size, explained not drafted
- Family conversations and what to say
- Charitable giving and community with intent
Week 1 workbook
Build exercises and templates
Week 1 is working session, not lecture. You complete one exercise and one template for each of the four Build areas, using your own numbers and names. See the full Build curriculum.
Marketing
Write your offer in one page
Template: Offer One-Pager + Lead Source Tally
- Who is the customer, what problem do you solve, and why should they pay premium?
- List every lead source from the last 12 months and the jobs each produced
- Pick the two sources you will run on purpose for the next quarter
- Name the number you will check on a fixed cadence to know whether it worked
Networking
Map the 12 relationships that move work
Template: Referral Map + Quarterly Touch Plan
- List CPAs, bankers, sureties, GCs, suppliers, and peers by name
- Mark who has actually sent you work or an intro in the last year
- Choose 12 names and set a touch rhythm you can keep
- Write what you can send them before you ask for anything
Sales
Standardize discovery and proposal
Template: Discovery Checklist + Walk-Away Rules
- Write the 10 questions you ask on every walkthrough
- Define what a proposal always includes: scope, assumptions, exclusions
- Write your pricing floor and how you defend it out loud
- List the customer and job red flags that mean you decline
Fulfillment
Hand a job off without you in the room
Template: Job Kickoff Sheet + Weekly Scoreboard
- Write the kickoff handoff from sold job to production
- Name the QA checkpoints and who signs off on each
- Build a one-page weekly scoreboard the team updates, not you
- Set the closeout rhythm: final walk, invoice, collect, review or referral ask
How it runs
Format
Four live small-group sessions, one per week, plus worksheets
Who
Owner-operators roughly $1M–$20M in revenue
Outcome
A written exposure map and an advisor question list
A private Strategy Intensive 1:1 is available by application and custom quote. Investment is quoted after a short fit conversation based on scope — we don't publish a menu price. Check the box in the application below if you want to be told first.
Education only. Contractor Wealth is an education company. Everything here is general educational information only — not legal, tax, insurance, or investment advice. Contractor Wealth is not a law firm, does not practice law, does not draft or review documents, and does not create an attorney-client relationship. Work with your own licensed attorney, CPA, insurance broker, or financial professional before acting on anything you learn here.