Winter 2027 · For businesses operating one year or more

Level Up Growth Cohort

You built it. Now scale it.

Twelve Thursday mornings at the B-OSS hub for owners who are past the startup stage and ready to grow. Get your numbers working for you, fund the next stage, build systems and a team that scale, and win bigger customers, with the full B-OSS network behind you.

Apply Now Attend an Info Session
12
working sessions on your own numbers
4
one-on-one growth advisor sessions
7
services in your Growth Services Pass
600+
businesses helped since 2020
About the Growth Cohort

For owners who are ready for the next level

The Level Up Growth Cohort is the Level Up Business Academy track for businesses that already have customers, revenue, and at least a year of history. It is built around three goals.

Scalability: financial systems, pricing, operations, and a team that let the business grow without the owner doing everything. Growth: the capital, sales systems, and contracts that bring in bigger customers. Access: the full B-OSS network working for your business, from lenders and specialist advisors to contract readiness, media production, and space at the hub.

Every session ends with a deliverable built on your own numbers. By the last session, you have a three-year growth plan and a capital pitch.

Business owners and partners at the B-OSS hub
Learn alongside owners at your stage, in a room built for business
Who Qualifies

Built for established businesses

Your business should meet all five of these when you apply.

History

Operating one year or more

With at least 12 months of sales records: bookkeeping software, bank statements, or tax returns.

Formation

Registered and banked

A registered business with an EIN and a business bank account.

Direction

Ready to grow

A clear goal for the next 12 months: hiring, a new location, bigger contracts, or financing.

Commitment

The owner shows up

The owner or a co-owner attends every session and shares real numbers with their advisor.

Account

A B-OSS account

Created on b-oss.org before you apply or attend an info session.

Still getting registered or making your first sales? The Level Up Winter cohort on Thursday evenings is built for you.

What You Leave With

By the Showcase, you will have

A monthly financial dashboard

The five to seven numbers that run your business, reviewed every month, with a clean month-end close.

Prices and margins that fund growth

Margins calculated for each product or service, and at least one pricing change made.

A 13-week cash flow forecast

Plus a working capital plan, so growth never catches you short on payroll or inventory.

A lender-reviewed capital plan

The right financing for your stage, from lines of credit to SBA and CDFI loans, with a package ready to submit.

An operations playbook

Your core standard operating procedures, a tech stack that saves time, and one process automated.

A team plan

A 12-month org chart, your next hire defined, and HR basics in place.

Contract readiness

A capability statement, a tracked sales pipeline, and the registrations to bid on public and corporate contracts.

A three-year growth plan and pitch

Presented at the Graduation Showcase in front of lenders, sponsors, and buyers.

The Five Stages

From the numbers to the market

The curriculum works from the inside of the business out. Each stage ends with a milestone you complete before moving on.

Stage 1

Know Your Numbers

Sessions 1 to 3

Growth diagnostic, financial dashboard, pricing, and unit economics.

MilestoneA monthly KPI dashboard
Stage 2

Fund the Growth

Sessions 4 to 5

Cash flow, working capital, and a live capital clinic with lenders.

MilestoneA lender-reviewed capital plan
Stage 3

Build to Scale

Sessions 6 to 8

Systems and technology, team and leadership, legal and risk.

MilestoneOperations playbook and org chart
Stage 4

Win Bigger Customers

Sessions 9 to 11

Sales systems, public and corporate contracts, brand at scale.

MilestoneCapability statement and pipeline
Stage 5

Lead the Growth

Session 12 and Showcase

Your three-year growth plan and capital pitch.

MilestoneYour pitch at the Showcase
Winter 2027 Schedule

Every Thursday, January 14 to April 1

All sessions run 9:00 to 11:00 am at the B-OSS hub, 350 E St., Santa Rosa. Bring your last 12 months of financials, your laptop, and your workbook.

DateSessionStage
Jan 14Session 1: Growth Diagnostic and KickoffYour business health scorecard and three 12-month targetsNumbers
Jan 21Session 2: The Financial DashboardThe KPIs that run your business and a monthly close routineNumbers
Jan 28Session 3: Pricing, Margins and Unit EconomicsMargins by product or service and one pricing changeNumbers
Feb 4Session 4: Cash Flow and Working CapitalA 13-week cash flow forecastFunding
Feb 11Session 5: Capital Clinic with a Lender PanelA capital plan and package reviewed by a lenderFunding
Feb 18Session 6: Systems, Technology and AIYour core SOPs and one process automatedScale
Feb 25Session 7: Building Your TeamA 12-month org chart and your next hire definedScale
Mar 4Session 8: Legal, Contracts and RiskAn entity, contract, and insurance checkupScale
Mar 11Session 9: Sales Systems and B2B GrowthA tracked pipeline and a target list of larger customersCustomers
Mar 18Session 10: Public and Corporate ContractsA capability statement and your bid registrationsCustomers
Mar 25Session 11: Brand at ScaleA positioning statement and a brand video from the B-OSS media roomCustomers
Apr 1Session 12: Three-Year Growth Plan and PitchYour growth plan and a rehearsed capital pitchLead
Apr 15Graduation ShowcaseEvening public event, shared with the Winter cohort. Your pitch in front of lenders, sponsors, and buyers.Showcase

Growth advisor sessions

Four one-on-one sessions with the same advisor, built around your targets.

  • Session 1 Week of Jan 18
  • Session 2 Week of Feb 15
  • Session 3 Week of Mar 15
  • Session 4 Week of Mar 29

Attendance

Attend at least 10 of the 12 sessions, plus the Showcase, to graduate. A manager or bookkeeper is welcome to join you.

Growth Services Pass

The whole B-OSS network, working on your business

Every accepted business receives a Growth Services Pass for the 12 weeks.

Growth advisor
Four one-on-one sessions with the same advisor
Specialists
Office hours with accounting, legal, HR, and marketing professionals from the B-OSS advisor network
Lenders
Your capital package reviewed and introduced to lenders and CDFIs that fit your stage
Contracts
Help with vendor registrations, small business certifications, and your capability statement
Media
A recorded brand video in the B-OSS vlog and podcast rooms
The hub
Meeting room use for client meetings, and priority for private offices and mailboxes at 350 E Street
Peer group
A monthly roundtable with your cohort for 12 months after graduation
The B-OSS building at 350 E Street in downtown Santa Rosa
350 E Street: offices, mailboxes, meeting rooms, and media studios under one roof

Details. January 14 to April 1, 2027, Thursdays 9:00 to 11:00 am, plus the Graduation Showcase on April 15.

Cohort size. 15 to 20 established businesses, so every owner gets real advisor time.

Cost. Free to accepted participants, made possible by program sponsors.

Materials. Growth workbook and templates included, available in English and Spanish.

How to Apply

Apply in about 15 minutes

Have your approximate annual revenue and number of employees handy. Seats are limited to 20 and applications are reviewed as they arrive, so apply early.

  1. Create your B-OSS accountRequired for everyone who applies or attends an info session.
  2. Submit the applicationBelow, by Friday, December 11, 2026.
  3. Book your interviewA 20-minute conversation with the B-OSS team, in person, by phone, or on Zoom.
  4. Hear backBy Tuesday, December 22, 2026. Confirm your seat.
  5. Kick offThursday, January 14, 2027, 9:00 am.

Growth Cohort Application

Fields marked * are required.

Step 1: Create your B-OSS account

Everyone who applies must have a B-OSS account. Your account is where we track your milestones, sessions, and services during the program.

Create My Account
About you
Enter your first name.
Enter your last name.
Use the email address from your B-OSS account.Enter a valid email address.
Enter a phone number we can reach you at.
Choose your role.
Enter your city.
Your business
Enter your business name.
Enter your industry.
Choose how long you have been in business.
Choose a range.
Used only to group businesses and match advisors.Choose a range.
Choose an option.
Add a short description.
Your growth
What are your growth goals for the next 12 months? (choose all that apply)
Tell us what is holding your growth back.
Which B-OSS services would help most? (choose all that apply)
Logistics
Choose an option.
Choose a workbook language.

After you apply

Book your applicant interview

Pick a 20-minute time that works for you: at the hub, by phone, or on Zoom. Create your B-OSS account and submit your application first.

Schedule Interview
Recommended

Attend an info session

Tour the hub, meet the team, and ask anything about both Level Up cohorts. One hour. Create your B-OSS account to reserve your seat.

Register to Attend
Thursday, November 12, 20266:00 to 7:00 pm · B-OSS hub
Add to calendar
Thursday, December 3, 20266:00 to 7:00 pm · B-OSS hub
Add to calendar
Not sure which cohort?

Talk with B-OSS first

Book a 30-minute conversation to see whether the Growth Cohort, the Winter cohort, or another B-OSS service fits your business best.

Schedule an Appointment
FAQ

Questions we hear most

Why do I need a B-OSS account first?

Your account is how B-OSS reserves your seat at info sessions, reviews your application, and tracks your milestones, sessions, and services once the program starts. Create it once and use the same email everywhere.

My business is just under a year old. Can I apply?

Apply if you will reach 12 months of operation by January 14, 2027, and have sales records to share. Otherwise, the Winter cohort is the right fit.

Is there a minimum revenue?

No. We ask for a revenue range so we can group businesses and match advisors. Commitment to growth matters more than size.

Do I have to share my financials?

Yes, with your advisor. The program works on your real numbers, and everything you share stays confidential.

Can a manager attend instead of me?

The owner or a co-owner must attend. A manager or bookkeeper is welcome to join you.

Do I have to take out a loan?

No. The capital session helps you decide whether financing fits your plan and, if it does, which kind.

Is this legal, tax, or financial advice?

No. The program is education. B-OSS connects you with licensed professionals when you need them.