The Planning Reset: Building a Clear, Profitable Year Ahead

As another year wraps up, it’s time for our annual planning conversation, but this one hits differently. In this yearly tradition, Terry and Aaron step back from the noise to help you reset, refocus, and plan for a year that feels clear, intentional, and sustainable. Instead of piling on more goals and tools, they walk through how to review the past year honestly, simplify your priorities, and make smarter decisions that support both your business and your life. This episode is for shop owners who want fewer surprises, better margins, and a plan that actually holds up once the year gets busy. If you’re ready to move into the new year with confidence instead of chaos, this is the planning conversation you want to be part of.

Your business doesn’t need more tasks. It needs clarity, alignment, and a structure that supports you.

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https://youtu.be/uSUYkdSPySM

Dad Joke

Aaron: Why was the snowman digging through the bag of carrots?

He was picking his nose

Planning for 2026 and Beyond

Last year…

Terry: Let’s do my favorite thing, make a list! Sit down and think about what you would like to accomplish in your business in 2026. Anything from increasing sales, adding production capability, being more efficient, hiring a new employee, or even coming up with a new logo. I like to list 20 things without stopping. The deeper in the list, the more creative thinking is what I’ve found. After you make your list, pick one thing to dig deeper into and build a plan to get there.

Aaron: I love a good list, too, but you know me, always the contrarian. Build a “No List” Before You Build the Plan. This is a list of things, opportunities, and even people you need to say no to. Because every yes costs something, and most of the stress we carry in our businesses comes from yeses we never should have made in the first place. Saying no is what creates space. Space to say yes to opportunities that are a fit, clients you actually enjoy working with, and real possibilities that feed your zone of greatness.

• Things you say yes to out of ego. Just because you can do it, or because it looks good on paper, does not mean it belongs in your business. (Long Beach, SkillsUSA)
• Decisions based solely on money. If your gut is t