Peer Advisory for Business Owners
You Shouldn’t Have to Build Your Business Alone
Monthly, facilitated peer advisory with a confidential group of non-competing business owners.
How Peer Advisory Works
Bring a real decision, challenge or opportunity. Work through it with your board. Follow through on what matters.
Meet monthly
Meet with a curated group of non-competing business owners in a confidential, facilitated setting.
Work on real decisions
A facilitator keeps the conversation focused and productive while peers ask questions, challenge assumptions and help you identify clearer next steps.
Follow through
Between meetings, put decisions into action, track commitments in your Board Book and check in with an accountability partner. Return ready to share progress and work on what matters next.
REAL OWNER-LEVEL DISCUSSIONS
What Owners Bring to the Room
Owners come with real opportunities, challenges, and questions. Common topics include:
Growth and strategic decisions
Evaluate growth opportunities, strategic choices, and the direction of the business.
People and leadership issues
Work through leadership challenges, team decisions, and people-related concerns.
Systems and operating challenges
Discuss operational obstacles, business processes, and opportunities to improve how work gets done.
Profitability and cash flow questions
Examine financial decisions, profitability concerns, and cash flow priorities.
Owner dependency and role decisions
Explore the owner's responsibilities, decision-making role, and the business's dependence on their involvement.
Transition or exit readiness
Consider future ownership options, succession questions, and readiness for a potential transition.
THE VALUE OF THE EXPERIENCE
What Owners Get From It
A place to think clearly, make better decisions, and keep important work moving.
Outside perspective
Work through decisions with owners who understand the responsibility of running a business.
Clearer next steps
Leave with a better sense of what to focus on and what to do next.
Accountability
Follow through on commitments with constructive challenge and support from your board.
OWNER DEVELOPMENT
The PEAK Curriculum
The PEAK curriculum connects the work you do on yourself, your leadership, and your business with the issues you bring to your board.
Peak Strengths
Understand the owner’s strengths, leadership style, decision patterns, and best use of energy.
Peak Performance
Improve focus, rhythm, accountability, decision-making, and follow-through.
Peak Clients & Services
Evaluate the customers, services, markets, and value drivers shaping the business.
Peak Business Model
Strengthen the way the business creates profit, scalability, value, and owner independence.
Four connected areas, reinforced through board discussion and follow-through.
Best Fit Owners
Peer Advisory is best for owners with real business complexity who are willing to be challenged, respect confidentiality, attend consistently, and contribute to the growth of other owners as well as their own.
MEMBER PERSPECTIVE
“I'm deeply grateful for the IVOLVE + THRIVE Next Level Ownership Advisory Board and the impact it has had on both my business and my life. They have walked alongside me through the challenges that inevitably come with entrepreneurship, bringing perspective from their own experiences while also supporting me as a person.”
Joy Lynskey
Founder & CEO, Jewel Toned Interiors
Build Your Business With Strategic Peer Support
Start with a Good Fit Conversation to explore your goals, fit and timing. If Peer Advisory is the right next step, we’ll guide you through the application and onboarding process, including confidentiality and shared commitments, meeting details and preparation for your first session.