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#59 - 2026 Business Planning Part 1: Why Founders Must Start NOW (Not December)

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Manage episode 509493775 series 3553250
Content provided by Jessica Marx. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jessica Marx or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If Q1 always feels slow, you’re planning too late. This is Part 1 of our 2-part annual planning series, where host Jessica Marx (with Brooke Dumas) shares why the most successful 7–8 figure founders lock in their next-year strategy now —not December.

You’ll learn:

  • Why waiting until December or January almost guarantees a sluggish Q1.
  • How to use 9 months of real data to decide what to scale, stop, or start for 2026.
  • The cash-flow advantage of securing contracts and deposits in Q4.
  • Why your finance team and staff need runway to resource Q1 initiatives.
  • How to review leadership, fractionals, and agencies like a pro sports team roster—keeping A-players, upgrading gaps.
  • Why stepping away from the weeds to plan with peers unlocks bigger, faster decisions.

Next week in Part 2, Jessica and Brooke will walk you step-by-step through the 2026 Business Planner, showing you exactly how to run the process yourself.

Mini-timeline

  • 00:43–01:20 Why we plan in September (not December)
  • 03:07–04:09 The Q1 slowdown problem—and how to prevent it
  • 05:35–07:38 Securing next year’s revenue in Q4
  • 08:42–11:06 What to bring to planning meetings
  • 14:03–16:00 Re-rostering your team for the next “season”
  • 18:50–21:13 The importance of stepping away to think

Resources


  continue reading

60 episodes

Artwork
iconShare
 
Manage episode 509493775 series 3553250
Content provided by Jessica Marx. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jessica Marx or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If Q1 always feels slow, you’re planning too late. This is Part 1 of our 2-part annual planning series, where host Jessica Marx (with Brooke Dumas) shares why the most successful 7–8 figure founders lock in their next-year strategy now —not December.

You’ll learn:

  • Why waiting until December or January almost guarantees a sluggish Q1.
  • How to use 9 months of real data to decide what to scale, stop, or start for 2026.
  • The cash-flow advantage of securing contracts and deposits in Q4.
  • Why your finance team and staff need runway to resource Q1 initiatives.
  • How to review leadership, fractionals, and agencies like a pro sports team roster—keeping A-players, upgrading gaps.
  • Why stepping away from the weeds to plan with peers unlocks bigger, faster decisions.

Next week in Part 2, Jessica and Brooke will walk you step-by-step through the 2026 Business Planner, showing you exactly how to run the process yourself.

Mini-timeline

  • 00:43–01:20 Why we plan in September (not December)
  • 03:07–04:09 The Q1 slowdown problem—and how to prevent it
  • 05:35–07:38 Securing next year’s revenue in Q4
  • 08:42–11:06 What to bring to planning meetings
  • 14:03–16:00 Re-rostering your team for the next “season”
  • 18:50–21:13 The importance of stepping away to think

Resources


  continue reading

60 episodes

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