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.
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 either
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 a blueprint to bridge the gap from where your business is to where you want it to be.
Clarity Intensives
Create alignment in your long, mid and short term goals with our clarity sessions. Our facilitators provide bi-annual clarity sessions to help you better understand how you can tie your long term goals into your board meetings and to help track your ROI and KPIs.
Community Events
Every business owner faces gaps in their business. Our Community Engagement Events are designed to deliver world-class education around a number of topics relevant to our board members. Events are quarterly and always gratis to members.
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
Request More Information
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