Marathon, Florida | October 5th - 8th

Build Strategic Value.
Unlock Future Opportunity.

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Hosted at a secluded luxury property in Marathon, Florida, this immersive multi-day experience is designed to help business owners and CEOs gain clarity, assess risk, and position their companies for future growth, M&A, or private equity investment.

Led by align5 Founder John Ratliff and Chief of Staff Kristin Kopp, you’ll step outside the day-to-day to reframe your business through a strategic lens—surrounded by peers doing the same.

This is not a content-heavy conference. It’s a working session where you’ll dive deep into your business, sharpen your thinking, and leave with a clear strategic roadmap for the next phase of your growth.

What to Expect

  • One-on-One & Group Coaching Personalized strategic discussions with John and Kristin to unpack what’s holding you back and what’s possible ahead.
  • Guided Working Sessions Walk through Align5’s signature strategic value-building framework in a small group setting.
  • Peer-Led Problem Solving Learn from fellow business owners navigating similar growth paths through structured conversations and hot seat-style feedback.
  • Luxury Accommodations Stay at a private estate in Marathon, FL with all meals, drinks, and amenities included. Enjoy ocean views, curated hospitality, and intentional downtime.
  • Discreet, Invite-Only Atmosphere This event is capped at a small number of participants to ensure trust, intimacy, and meaningful outcomes.

Seats are extremely limited—secure yours today!

Event Details

Location:
The Retreat - Marathon, Florida

Date:
October 5th - 8th

Investment:
$15,000 (1 Seat) / $25,000 (2 Seats)

Interested in Learning More?

 
 
 

Sample Itinerary

Here’s how the experience unfolds each day intentionally designed to help you think bigger, plan smarter, and leave with clarity and momentum.

  • Sunday – Arrival & Intention Setting Arrive, get settled, and join fellow participants for a welcome reception and intimate kickoff dinner.
  • Monday – Strategic Framework & Working Sessions Dive into align5’s value-building methodology with guided strategy sessions, personalized coaching, and peer-led conversation.
  • Tuesday – Valuation Deep Dives & Plan Refinement Explore strategic valuation concepts, collaborate on peer feedback, and solidify your company’s growth roadmap.
  • Wednesday – Reflection & Departure Close out with morning insights and a focused wrap-up conversation to carry your action plan forward.
 
 

Meet John

John is a serial entrepreneur and former CEO of Appletree Answers, which he grew from a single location to over 500 employees before selling to a private equity-backed platform. Today, he serves as an M&A advisor, board chair, and founder of align5 and align.Space. Known for his work around culture, value creation, and “strategy as story,” John brings a rare mix of founder empathy and investor insight to every session.

 

Meet Kristin

Kristin is the Chief of Staff at align5 and the strategic force behind many of the firm’s growth, people, and planning initiatives. Her background spans sales leadership, operational scale, and founder advising. She brings a calm, focused energy to every engagement — helping clients untangle complexity, align their teams, and build momentum with clarity.