Trusted Advisors

We meet monthly to solve up-at-night dilemmas (cases) we face as Trusted Advisors serving PE. It is not easy to be a successful service provider for PE!

We discuss the process of gaining trusted advisor status with new PE clients – and in the process, we cover branding, marketing, business development, sales tactics, business model transformations and more. We also believe in the power of networking, collaborating, sharing and brainstorming. This is a formal peer advisory group, but one in which we have fun and celebrate the “cases” we solve together.

Please plan to bring a case (question, quandary, concern, challenge, struggle, idea, opportunity, etc.) for the group to process with you.

I am looking forward to meeting you at one of our upcoming meetings!

"Love the idea and the pro athlete analogy. Also applaud a platform for those who actually are the tip-of-the-spear in PE value creation."

"Appreciate the invitation and just submitted to join. Love the idea and look forward to joining the group conversations whenever I can!"

"I'm looking forward to the Strategic Growth Council. Thank you for your efforts. I hope you feel great about what you're building here."

"This is a fantastic concept. Thanks for stepping up to the plate. We need this!"

"I thought I was the only one who had these sorts of interests. It's good to know I'm not alone!"

"Thanks for putting this together; I've already had several productive meetings and calls as a result."

"Just so you know, we (PE-Backed Executives) are networking with one another on our own, as you intended! It's great!

"Very helpful. I am in contact with several of the Operators you introduced us to. This is the very natural and obvious way to do this."

"Worked great for me...Pretty impressive, actually. It was amazing. People showed up to meet with me and they were great fits."

"Really unique idea, and such an obvious need Thanks for inviting me."