• Confidential Peer Group

    A forum for your greatest concerns and challenges, without the risk. Our group is focused on discussing topics that help us grow and manage our businesses more effectively and innovatively. We benefit from our peers’ collective experience and strategic insight, as well as the opportunity to set professional goals and be held accountable for them. Unlike many groups, our members sign a confidentiality agreement. We take confidentiality seriously!

  • Professional Facilitation

    Our dedicated facilitator is a true pro – we chose him for his facilitation skills, business acumen, and ability to keep us on task and moving forward. He plans our agendas, facilitates our sessions, tracks our needs, and maintains accountability. Read more about Stephen Frenkel Here.

  • Low Membership Fees

    As a member owned and run organization, at $1,800 per quarter, our fees are much lower than other groups. The membership fee covers participation in the group, the cost of speakers, and a professional facilitator.  Decisions are made in the best interests of the group rather than a parent company or facilitator.

  • Regular Monthly Meeting

    We attend a peer group meeting each month. Location rotates among members so we can better understand their business. At least once a year we do a deep dive (host update) into each member business. Should there be an emergency — we meet immediately. During the first months of Covid we met every week (virtually) to help each other find the best path for their company.

At our monthly meetings, we balance the personal with the professional. What is said in the meeting room stays in the meeting room. We value confidentiality and strategic problem-solving, combined with a hands-on approach to the challenges we face running our businesses.

Topics range from: how to grow, how to increase profitability, addressing personnel challenges, acquisitions, owner exit strategies, finance, accounting, how to stay current with technology / the role it plays in staying on the cutting edge of daily operations, dealing with seasonality in business, surviving unexpected downturns, building and sustaining company culture, other management / leadership issues.