Next Level

Owner Advisory Boards

For owners of mature small businesses working through complex challenges and decisions.

Next Level Owner Advisory Boards consist of business owners managing multiple employees and are looking to gain back more of their time, accelerate the growth of the value of their business, and seek a sounding board to enhance their decision-making.

The Next Level Owners Typically:

Average 7+ years in business

Average over $2 million in revenue

Have multiple Employees

Accountability is the glue that ties commitment to the result.

Bob Proctor

Board Features

Peer Group

You’ll experience exceptional clarity with curated and exclusive owner only peer groups. Our peer groups are designed to provide different perspectives and bring together owners with varying strengths to make the most of the time spent in the meetings.

Monthly Meetings

Absolute trust is built by limiting the size of our meetings to no more than 10 board members. Live monthly board meetings are held locally and everything discussed is confidential. Meetings are held in board rooms for half a day from 8-12 or 1-5 p.m.

Robust Intake

Align your long-term goals with your short term decisions with a comprehensive intake. Our intake allows you to clearly view and put in writing your vision and provides you with start of the blueprint to bridge the gap from where your business is to where you want it to be. Intake

Secure E-vault

Confidently store all of your business essentials in a secure SOC compliant evault. Our evault meets and exceeds the most stringent standards of online storage. Utilize the vault as a repository your trusted advisors can access with your permission and have peace of mind knowing your most crucial documents are safe, yet accessible.

Support Features

Clarity Meetings

Create your roadmap to fast tracked success with bi-annual clarity sessions. These sessions will help you track your KPI’s and progress to ensure you’re maximizing the value of the time you spend working on your business and within your board.

Positive Accountability

Exceed your goals with the power of integrated accountability check-ins. Our accountability check-ins and board books create tremendous structure between meetings giving you the tools to accelerate the growth and value of your business.

Mindset & Wellness

Enjoy the benefits of having less stress, more enjoyment, and peak performance in your business with mindset and wellness intentionally built into the foundation of the board and the community.

Expert Support

Get solutions to your most pressing needs between meetings with access to 3 experienced and expert team members supporting your board. Expertise includes mindset and behavior, executive presence, public speaking, sales, strategy, operations, lifestyle planning and exit planning.

Support Features

Support expertise

Josh Blum

Sales, Executive Presence, Public Speaking, Lifestyle Planning

Dr. Andre Caruso

Mindset, Performance Psychology, Stress Management

John Zentgraf

Strategy, Business Operations and Management, Exit Planning