The Simple Formula That Can Change Your Entire Financial Future

Before Amazon, Jeff Bezos was a senior vice president at D. E. Shaw, a top hedge fund in New York. It was the kind of job people spend their career trying to land.

Then he quit to start an online bookstore out of his garage.

He paid himself $81,840. But he knew the number that mattered more wasn’t his starting salary; it was the potential value of his ownership. By 1999, his stake in Amazon was worth roughly $9 billion.

You’re not going to be Bezos. But you also don’t need to be.

Maybe you already know this. Maybe that’s why you can’t help feeling a twinge of envy toward people like Gary and Stan.

Gary, your boss, owns the business you work for. With pants like his, you know Gary will get you through a recession, but probably not much more than that.

Stan, your longtime neighbor who golfs in flamingo pants, pulls in a good $300k a year through his tree trimming business and has been for years.

You might not know their exact numbers, but you know they’ve both tapped into something: the same equation that took Bezos to billions, just on a smaller, but still life-changing, scale.

Just one thousandth of that early Bezos outcome — $9 million — is life-altering wealth for 99% of people. It’s also roughly the potential value of a small business earning $3 million in profit. A difficult goal, but an entirely reasonable one to have.

But most people don’t think this way.

We live in a country where most college students worship industry tech titans or big corporate salaries but stay largely uneducated about ownership.

Most people measure success in annual comp alone — $80k, $150k, $250k — and obsess over negotiating an extra 3% in pay, while ignoring the math that often creates outsized wealth.

Here’s the rough gist of it:

Increase profit by $300k in an industry with a 4x multiple, and you’ve just added $1.2M to your business’s value. Do that a few times and you’ve bent the slope of your family’s financial life.

The message here: Ownership is a risk. It’s late nights, scary weeks, and a stomach for eating glass. But while cash may fund your life, equity will likely be the thing that changes it.

Consider the difference between Sam and Jen.

Sam earns $100k/year, plays the corporate game, saves 20%, and invests in index funds. Ten years later, he’s got a solid portfolio, a paid-off car, and a boss who still won’t approve his PTO in Q4.

Jen, on the other hand, buys a $362k business with 25% down and nearly 3/4 financed by the seller (rare but possible). It’s doing $370k in revenue at purchase. (Jen is real, by the way.)

A few years later, after paying down debt and reinvesting profits, she and her husband grow it past $1.25M with healthy margins. Her old salary is covered, the business keeps appreciating, and selling today could net her many times her original cash investment.

Both Sam’s and Jen’s situations are good options. Both have pros and cons. Both have risks. And in their own ways, both are really hard.

But money is just one layer of wealth.

Chasing it exclusively is why so many people still feel broke in ways that matter.

Real ownership has 3 dimensions:

• Financial Wealth – the obvious ones: cash, equity, investments, assets, tax advantages.

• Freedom Wealth – the ability to decide how you spend your time and who you spend it with.

• Legacy Wealth – the impact and permanence of what you build.

Financial Wealth gives you means. Freedom Wealth gives you agency. Legacy Wealth gives you meaning. If you’re missing one, you feel it, even if you can’t articulate why.

• Financial + Freedom (with no Legacy) → You can spend and do as you please, but nothing survives you.

• Financial + Legacy (with no Freedom) → You’re building something enduring while sacrificing your own autonomy.

• Freedom + Legacy (with no Financial) → You have purpose and agency, but are always resource-constrained.

Plenty of people build stable, happy lives on salaries alone. But the data is clear: the people who tilt the odds in their favor, who create the “gradually, then suddenly” moment in their finances, tend to own a piece of something.

The good news is we want to help you do exactly this.

It’s literally our company’s entire mission.

In a little over a month, we’re doing something that might do that, at scale, more effectively than anything we’ve ever done before.

It’s going to be kind of like the Super Bowl of business buying education, and it’ll get you feeling a bit like this…

Or maybe like this…

We’re hosting a massive virtual bootcamp to give you the hands-on guidance you need to ACTUALLY start building ownership.

We know it’ll be valuable for you, because we’ve done it before.

Earlier this year, we brought 7,000 people together virtually for 3 days of live, no-fluff business-buying training.

The goal was to give as many people as possible the tools to take action. What we built was the most concentrated and practical dose of ownership education and inspiration we’ve ever delivered.

It’s 100% virtual, so you can join from anywhere with Wi-Fi and oxygen. But this isn’t just another Zoom call; it’s dedicated time to get sh*t done, led by Codie and other pros.

Hundreds of people took what they learned over these 3 days and used it to take meaningful action in the weeks and months since.

We probably should be charging a lot more for this… Oh well.

🎟️ Tickets are $47 right now (but the price will go up in a few hours). That’s for the entire 3 days.

And just wait for the guest speakers we’re bringing in…

You’ve Got Questions, We’ve Got Answers…

Where’s the Event?

It’s 100% virtual, so you can join from anywhere with Wi-Fi and oxygen. But this isn’t just another Zoom call, it’s dedicated time to get sh*t done led by Codie and other pros.

How Interactive Are We Talking?

This is FAR from “sit and stare at slides” territory. Translation: You’ll leave with real momentum. We’re putting you in the driver’s seat with:

• Breakout sessions for you to DO the work

• Live Q&As with Codie and top-tier experts

• Hands-on exercises to sharpen deal-making skills

How’s This Different from Codie’s Book?

The book’s a goldmine, but this is do-the-work action. The book should open your mind to the possibility, and this is where you’ll learn to turn it into 0→1 reality.

Should I Bring My Spouse?

You 100% can! Your partner’s buy-in could be a secret weapon to your success. Plus, they’ll love seeing the vision you’re working toward.

What’s the Time Commitment?

You can check out the schedule here, including breaks to stretch, refuel, and connect. If you can’t catch everything, VIP tickets get unlimited replays.

What If I Already Own a Business?

This event is designed for curious first-timers and seasoned owners. You’ll learn how to spot opportunities, structure deals, and scale through acquisitions.

Sorry, had to.

ONE LAST THING…

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