Summit Insights — February 2026

Owner Mode Summit
Participant Insights

What high-achieving professionals told us about their journey from earning to owning

9.1 Average Satisfaction
(Out of 10)
74% Gave a Score
of 9 or 10
84% Changed Their
Thinking
48% Actively Evaluating
Their Next Move
01 — Overall Impact

The Summit Hit Different

Responses were overwhelmingly positive. And more importantly, actionable.

42.6%
Gave Perfect 10/10
31.9%
Gave 9/10
19.1%
Gave 8/10

Only 6.4% rated the summit below an 8. That's not luck. That's execution.

— Survey Finding

Impact on Thinking

Yes, significantly
45.5%
Yes, somewhat
38.6%
Reinforced what I already knew
15.9%
02 — What Made It Valuable

Why They Showed Up

People don't want theory. They want execution stories from people who've actually done it.

03 — Where They're Heading

The Paths They're Pursuing

Board roles and real estate lead, but the distribution shows a sophisticated understanding of multiple wealth-building pathways.

Board roles / advisory / fractional exec
19.5%
Real estate ownership (direct or syndicated)
19.5%
Clarifying ownership path / connecting
14.6%
Acquiring a business
12.2%
Creating digital products or IP
12.2%
Launching a startup
12.2%
Passive / syndicate investing
9.8%

Portfolio Approach to Ownership

The distribution across pathways shows this cohort isn't looking for a single "silver bullet." They're exploring multiple angles simultaneously, building a portfolio approach to ownership rather than betting everything on one strategy.

04 — Timeline & Urgency

When They're Making Moves

This isn't theoretical. 74% are either actively evaluating or moving within the next six months.

High Intent

74%

Actively evaluating or moving within 6 months

Long-Term Exploratory

9%

Still in exploratory mode with no immediate timeline

Action Timeline Breakdown

Actively evaluating now
47.8%
Likely within 3–6 months
26.1%
Likely within 6–12 months
17.4%
Longer-term / exploratory
8.7%

Nearly half are actively evaluating opportunities right now. Not someday. Now.

— Survey Finding
05 — What's Holding Them Back

The Real Barriers

It's not confidence. It's access, clarity, and capital.

Access to quality opportunities
26.3%
Capital structure or risk clarity
23.7%
Trusted expertise / guidance
18.4%
Confidence or conviction
15.8%
Time / bandwidth
15.8%

Structural Barriers (68%)

Access to opportunities 26%
Capital/risk clarity 24%
Trusted expertise 18%

Personal Barriers (32%)

Confidence 16%
Time/bandwidth 16%

"I wish I understood how to go about finding a business partner to build wealth with."

— Respondent

This Is a Curation Problem, Not an Education Problem

68% of barriers are structural: access to vetted opportunities, understanding capital structures, and finding trusted expertise. Only 16% cited confidence as the primary barrier. They don't need more motivation. They need better deal flow.

06 — Topic Demand

What They Want to Go Deeper On

Clear winners. These are the topics that resonated most.

Pathway
Conversation
Demand
[ACQUIRE]
The Overlooked Asset Class: Backing Business Buyers
19.1%
[BUILD]
Assets Over Hours: Build a Portfolio to Replace Your Paycheck
17.0%
[CREATE]
Turn What You Know Into What You Own
14.9%
[ADVISE]
What Makes Operators Board-Ready
10.6%
[ACQUIRE]
The Franchise Player: How to Pick the Right Brand and Win
8.5%
[ADVISE]
The Fractional Path: Turning Expertise Into Flexible Income
6.4%

"Small group (3-5 people) discussions with the experts we want to learn from."

— Respondent
07 — What Comes Next

The Product Signals

People told us what they need. We should listen.

The feedback reveals clear product direction. People want deeper engagement with specific experts through small group formats. They want access to curated deal flow and syndicate opportunities. They want masterclasses that go beyond the overview into tactical execution.

Several respondents specifically mentioned wanting cohort-based learning with the speakers they connected with most. Others asked for in-person networking opportunities and breakout sessions. Multiple people requested access to recordings, suggesting ongoing content has value beyond the live event.

The improvement suggestions were remarkably light. Only 4.3% wanted smaller or more interactive sessions. Only 2.1% asked for clearer "what to do next" guidance, with deeper tactical depth appearing only in a small number of open-ended responses. The summit format landed well. The question is how to extend it.

They're not asking for more content. They're asking for more access to the people who've done it and the deals they can deploy into.

— Survey Interpretation
08 — The Bottom Line

What This Actually Means

This was a success by any measure. 9.1/10 average satisfaction. 84% reporting the summit changed or reinforced their thinking about ownership. 74% actively evaluating or moving within six months.

But more importantly, it validated the thesis. High-earning professionals don't need more generic financial advice. They need curated pathways, vetted opportunities, and access to people who've actually executed at their level.

The barriers aren't psychological. They're structural. Access to quality opportunities. Understanding capital structures and risk. Finding trusted expertise. The demand for small-group sessions with specific experts shows people are willing to pay for proximity to execution-level knowledge.

The opportunity isn't just content. It's curation. Deal flow. Syndicate access. Expert-led cohorts. The infrastructure layer that sits between education and execution.

Access to opportunities. Trusted expertise. Quality deal flow. These aren't education problems—they're infrastructure problems. That's what Gravy Wealth is solving, alongside partners who share this mission.

Build the Bridge Between Learning and Doing

The summit worked because it showed what's possible. The next evolution is helping them actually do it. That's where the value compounds.

Survey Details

Survey Period: January 31–February 3, 2026

Total Respondents: 47 participants

Response Format: Post-summit feedback form including satisfaction ratings, open-ended responses, and multiple-choice questions about impact, pathways, barriers, and speaker preferences.

Methodology: All responses were collected anonymously through a structured survey delivered to summit participants. Quotes are presented as submitted without identifying information.

Data Notes: Percentages are rounded to the nearest tenth. Some questions were optional; percentages are calculated using the number of respondents who answered each question. In select questions, respondents could choose multiple options, so totals may exceed 100%.