Transform Your CEO JOURNEY witH YOUR OWN

Owner’s Advisory Board™

Your Path from Chaos to Clarity

Delivering a Business That's Ready to Scale

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Scaling Won’t Fix Chaos

The Right Advisory Team Will

You’ve worked hard to grow your business. But if every decision still bottlenecks at your desk, growth feels less like freedom and more like pressure.

The Owner’s Advisory Board™ (OAB) gives you Advisory-level Guidance with Coaching accountability so you can clean up your operations, stabilize profits, and step fully into your CEO role.

Owner’s Advisory Board™

Who It’s For (and Not For)

OAB is for you if ...

You’re tired of inconsistent revenue and constant firefighting.
You want to spend less time in the weeds and more time leading.
You’re ambitious about scaling, but know you need stability first.

OAB is NOT for you if ...

You’re looking for generic group coaching.
You resist change and want to keep doing everything yourself.
You’re not ready to invest in systems, profit clarity, and leadership.

The OAB Transformation

From this ...

Revenue swings and cash flow stress.

Every decision running through you.

Burnout from juggling clients, operations, and growth.

To this ...

Profit-first clarity and stable margins.

Systems that run smoothly without constant oversight.

A confident leader ready for scale.

Why Owners Struggle to Find the Right Help

Most owners tell me the same thing:

“I can’t find someone who actually understands my business well enough to advise me.”

Peer Groups (like Vistage): You get a limited window to talk about your business — the rest of the time is spent solving everyone else’s problems.

Consultants: They want to do everything for you, but rarely align with your vision — and they leave you dependent on them.

Coaches: They hand you the playbook and expect you to execute on your own, with “guidance.”

The Owner’s Advisory Board™ gives you:

A mind-share advisor who works 1:1 with you to organize your business around its problems and priorities.

Coaching to keep progress on track so improvements don’t fizzle.

24/7 text access with quick response times for real-world questions and quick wins.

Direct connection to specialized consultants when you need true Done-For-You solutions.

The Owner's Advisory Board ... It’s not Consulting. It’s not Coaching.

It’s Advisory with accountability, built to help you think, act, and lead like a CEO.

The Path We Take Together

OAB follows a proven progression:

1. Profit Instability → Profit-First Blueprint

Stabilize pricing, cash flow, and profit margins.

2. Operational Chaos → Systems Starter Framework

Install the systems that free you from firefighting

3. Growth / Hesitation → Confident Scaling Roadmap

Plan and lead growth without fear of losing control.

4. Transition → Built to Scale™ Pathway

Graduate with a playbook designed for bigger teams and bigger goals.

What You Get Inside Owner's Advisory Board

Advisory Session (Monthly, 60–90 min): Tactical solutions tailored to your business.

Coaching Session (Monthly, 60–90 min): Accountability and mindset alignment.

24/7 Text Access: Quick responses within 24–48 hours (5–7 per month).

Emergency Call Access: High-stakes crises handled immediately ($1,500/incident).

Done-With-You Approach: Not generic Coaching, not hands-off Consulting — a true Advisory Team who is on your side.

STILL NOT SURE?

Frequently Asked Questions

Have questions about our services? You're in the right place!

Question 1: How is OAB different from other Coaching or Consulting?

All of our programs combine tactical Advising with ongoing Coaching, plus 24/7 access — Pro and Elite programs are 1:1, Core is group calls. Group calls are available for all upon request.

Question 2: How long does it take to get results?

The duration of the process varies depending on an individual's goals and circumstances. Typically, clients engage in our programs for a minimum of three to six months to achieve meaningful progress, but we can tailor the timeframe to fit your unique needs and objectives.

Question 3: What are the monthly time commitments?

Most clients invest 2–4 hours per month. Impact is often visible within 30–60 days.

Question 4: What if I’m not sure about my goals?

That's perfectly okay! Part of our Advisory process involves exploring your values, passions, and aspirations to help you gain clarity on your goals. Together, we’ll uncover what truly matters to you, allowing you to set meaningful and achievable objectives.

Question 5: How do I know if Advisory is right for me?

Advisory is ideal for anyone seeking personal growth, clarity, or support in navigating life’s challenges. If you’re feeling stuck, overwhelmed, or uncertain about your next steps, our coaching services can provide the insight and encouragement you need to move forward confidently.