A Private Advisory Council for Established
Independent Professionals
The Independent Expert Advisory Council is a curated, confidential advisory council for experienced professionals who sell expertise independently. It is limited to eight members and structured as a twelve-month working council. The purpose is not networking, referral exchange, or group coaching. It is a disciplined peer engagement designed to strengthen positioning, pricing judgment and economic durability.
The Independent Expert Advisory Council is designed for established independent professionals who meet the following standards:
This Council is not designed for early-stage operators, employees without economic agency, or professionals primarily seeking lead generation or tactical instruction.
Admission is selective and based on overall fit with the Council’s standards at the facilitator’s discretion.
The value of the Council is not information, it is calibration.
A group of trusted, experienced operators meet monthly in a structured, facilitated environment. Members bring a wide variety of challenges to the table. Assumptions are challenged. Trade-offs are examined. Blind spots are surfaced.
Every other month, a short external expert presentation introduces additional perspective. The majority of time is reserved for working member issues in depth.
This is not passive participation nor is it networking, a lead group or a generalist peer group.
The Independent Expert Advisory Council is not a mastermind, a networking group, or group coaching. It is not designed to generate leads, referrals, or tactical shortcuts.
Those things exist in abundance elsewhere. This Council serves a different purpose.
The Council is designed for established,
independent professionals, including:
Members must have at least three years of independent operating experience and direct control over pricing and client selection. The Council is not structured for employees without economic agency or early-stage operators still defining their practice.
Most peer groups fall into one of two categories: expensive structured programs like Vistage with high membership fees, or free networking groups that trade rigor for access. The room is smaller and the bar for entry is higher. Other groups optimize for volume. We optimize for the quality of the room. Each seat is filled with a vetted expert in their domain who runs a professional services firm.
Perhaps you don’t. This Council is designed for successful operators who want to keep it that way. Would you want to belong to a group of unsuccessful people?
The facilitator’s primary responsibility is room integrity. Every member meets the same standards for experience, economic agency, and contribution mindset. What matters is that every person in the room has real skin in the game, is highly trusted and is there to work, not observe.
The monthly session is three hours via Zoom over lunch. There is no required preparation beyond reflecting on your previous month and identifying any challenges you want the group to work through. What you do beyond that is entirely up to you. Members who read, implement, and engage between sessions get more out of membership.
We can’t speak to the quality of other programs. If your previous experience has left you skeptical of the format entirely, we are probably not a match. If you are on the fence, download the prospectus. You can decide for yourself.
No. We maintain a strict no-compete policy. Members derive significant value from a room with distinct areas of expertise, each directly relevant to operating their business.
The annual investment is detailed in the Member Prospectus. Request it here.
We understand things happen. The Member Prospectus states our attendance policy. Members may miss no more than two sessions every six months or they forfeit their seat. This standard exists to protect the integrity and trust of the group.
What you get from this council is directly proportional to what you put in. The group provides peer scrutiny, candid challenge, and accumulated experience. What you do with it is entirely up to you. If you are looking for someone to hand you outcomes, a consultant or coach is a better fit.
It is like having seven coaches with proven track records for less than the price of one. If you have not experienced the power of having a highly trusted peer group that knows your business you might not be ready. You can see if it’s for you by reading the member prospectus.
The objective is not incremental improvement but a transformation in how the business operates, how the operator thinks and makes decisions.
A viable independent practice should:
These outcomes do not occur accidentally. They require disciplined positioning and pricing decisions made consistently over time.
The Council exists to reinforce that discipline.
The Independent Expert Advisory Council operates on a fixed twelve-month term. Membership is limited to eight professionals. Meetings occur monthly at a set cadence. Participation is expected, and confidentiality is strict.
There are no recordings and no public summaries. The integrity of the room is protected.
Admission closes after the second session of each cohort.
Membership is selective.
Prospective members complete a brief application and participate in a private interview to assess mutual fit. Acceptance decisions are based on experience, economic agency, contribution mindset, and alignment with the Council’s standards.
If accepted, the annual investment is paid in advance to confirm commitment.
Founding Cohort: $7,500
Standard Rate: $9,500
Membership is annual.
The High Value Advisor Cohort recently sold out. We are setting the dates for the next cohort and those on the waiting list will be notified in advance once new dates are set. In the event of a cancellation for the current cohort, we will reach out in order of sign-up. We apologize for any inconvenience.
We’ll never share your information nor spam you.
This document will show you a detailed outline of the program, the tools and resources you receive and a code to receive 25% off when you enroll.
We’ll never share your information nor spam you.