You don’t choose from a menu. After an initial conversation about your situation, we identify the coaches whose experience most closely matches what you’re working through — not just by industry or revenue, but by the specific challenge you’re navigating. You meet as many as you’d like before anything begins.
Former CEO or President
Operated at $100M+ revenue
Coaches with $1B+ operating experience
Turnaround specialists
PE-backed company veterans
IPO / Pre-IPO experience
Family business specialists
ESOP specialists
International operations experience
Particularly effective with CEOs who are hungry to grow and honest about where they're stuck.
Josh spent more than 15 years as a CEO, scaling companies across multiple industries and ownership structures — from privately held to PE-backed to ESOP. He's built leadership teams from scratch, navigated succession, and taken businesses from early stage to well past $1 billion in revenue. He now serves as a board director, bringing that perspective into his coaching work.
ESOP
Family Business
Team Alignment
Private, PE-backed, family-owned, and ESOP businesses. Revenue experience from under $10M to $1B+. Strong track record in food, beverage, and agriculture.
Particularly effective with CEOs navigating complexity that doesn't fit a simple playbook.
Juergen spent 26 years in senior leadership roles across five countries — first as a country manager, then as CEO of a global financial organization operating across the US, Mexico, Canada, Germany, and Australia. He’s built high-performance teams across cultures, navigated M&A from both sides, and guided leaders through some of the most complex stakeholder environments in business.
Global Ops
M&A Integration
Turnaround
International and global operations. Large and complex organizations. Turnaround and distressed situations. Revenue experience from $50M to $1B+.
Particularly effective with founders and entrepreneurs who have outgrown their original approach.
Russ founded and led companies for nearly 20 years, and before that spent time as a VP inside a Fortune 500. That combination — entrepreneurial instinct and large-company discipline — is genuinely rare, and it’s what makes him particularly valuable to CEOs who built something real but know the way they’ve been operating won’t get them to the next level. He’s direct, action-oriented, and comfortable telling you what others won’t.
Founder Transition
IPO / Pre-IPO
PE-Backed
Founder-led and entrepreneurial businesses. Early stage through to $1B+ revenue experience. IPO and pre-IPO situations. PE-backed environments.
Particularly effective with CEOs who are stepping more fully into their leadership identity.
Scott’s background spans more than three decades across four continents, working at the intersection of operations, strategy, and organizational development. He has held COO and senior management consulting roles across a wide range of industries and company types, giving him an unusually broad perspective on what good leadership looks like in practice — and what gets in the way of it.
New CEO
Culture & Trust
Operations
Privately held and entrepreneurial businesses. Growth stage and mature companies. Revenue experience from $10M to $100M+.
Particularly effective with CEOs who feel stuck and know something needs to change — but can't quite see what.
Bill has held CEO and executive leadership roles within international organizations, growing profitability and market share through volatile economic shifts, ownership changes, and mergers. What sets him apart is what came after — more than 20,000 hours of coaching experience working with executives on the specific challenge of moving forward when progress has stalled.
Stalled Growth
New CEO
Global Ops
Privately held and entrepreneurial businesses. Growth stage and mature companies. Revenue experience from $10M to $50M+.
Particularly effective with CEOs navigating the early and growth stages of a business — from concept through to exit.
Jeff has spent more than 25 years as a senior executive and CEO, working across Fortune 500 companies and startups. He has overseen businesses from their research and development phase through to strategic exits, giving him an end-to-end perspective on what it takes to build and scale a company. His background in investment and asset management adds a financial lens that many CEOs find valuable.
Capital Strategy
Family Business
Operations
Entrepreneurial and founder-led businesses. Early stage through growth stage companies. Family-owned structures. Revenue experience from under $10M to $50M+.
Particularly effective with CEOs looking to build a high-performance culture and a leadership team that doesn't depend on them.
Michael has spent more than 20 years in the C-suite, holding CEO, COO, and CFO roles — a combination that gives him a well-rounded view of how organizations actually work across functions. He has overseen significant growth, large-scale technology development, and complex acquisitions, and brings a particular focus on the trust and team dynamics that allow leadership teams to operate at their best.
Operations
Culture & Trust
IPO / Pre-IPO
Privately held and entrepreneurial businesses. Growth stage and IPO-stage companies. Revenue experience from under $10M to $100M+.
Particularly effective with family and privately held business owners who are ready to take their company to the next level.
Greg spent more than 30 years as a senior executive and CEO, with a track record of transforming operations and driving significant growth — doubling sales, expanding facilities, redesigning production models, and leading successful business divestitures. His experience is particularly deep in the professionalization of privately held and family-owned businesses that have reached an inflection point.
Family Business
Governance
Operations
Particularly effective with CEOs facing a turnaround, a significant growth challenge, or a business that needs a reset.
Robin brings more than 25 years of C-suite experience, more than half of which was as CEO. During his tenure he took a company from loss to profitability within two years, then grew revenue from $297 million to $920 million — a 14% CAGR — while expanding internationally. For the past eight years he has been coaching and consulting, bringing that hard-won experience directly to the CEOs he works with.
Turnaround
Global Ops
Team Alignment
Turnaround and distressed situations. International and global operations. Publicly traded and privately held companies. Revenue experience from under $10M to $1B+.
Particularly effective with CEOs navigating financial complexity, capital structure decisions, or a path toward IPO.
Brian has led mid-sized manufacturing and technology companies in CEO and CFO roles, including guiding a business through an IPO. His background in financial strategy, business intelligence, and capital structure gives him a perspective that goes beyond operational leadership — particularly valuable for CEOs facing significant financial decisions or preparing for a liquidity event.
Capital Strategy
IPO / Pre-IPO
Turnaround
Particularly effective with CEOs navigating growth, transformation, or complexity at a significant scale.
Bart brings nearly 30 years as a public company CEO and board member — experience that includes leading a successful IPO, driving multiple business transformations, scaling international operations, and operating in highly regulated industries. His style is practical and candid, rooted in execution and what it actually takes to lead at a high level. He works best with CEOs at genuine inflection points who need someone who has been there and will tell them the truth.
IPO / Pre-IPO
Turnaround
Family Business
Public and PE-backed companies. Family business transitions. IPO-stage situations. Turnaround and restructuring. Revenue experience from $50M to $1B+.
Particularly effective with family business owners navigating succession, generational transition, or the shift to professional management.
Mark spent 20 years as a non-family executive inside a family-owned business before transitioning to advisory work focused almost exclusively on family business succession and generational transfer. That experience — sitting inside the family dynamic as an outsider for two decades — gives him a perspective on family business complexity that is genuinely rare. He now works with multi-generational family business owners as they plan and execute the transition of leadership and ownership.
Governance
Family Business
ESOP
Family-owned businesses. ESOP structures. Succession and exit planning. PE-backed environments. Revenue experience from under $10M to $100M+.
Particularly effective with CEOs looking to build a genuinely collaborative team culture while driving measurable performance.
John’s most defining leadership experience was taking over a family-owned manufacturing company and transforming its culture from the inside — shifting from a top-down environment to a collaborative team structure while growing revenue by 38% and increasing EBITDA from 3% to 11%. He subsequently led the company through a successful sale process, giving him end-to-end experience of what it takes to build a business that performs and has genuine value.
Culture & Trust
Family Business
Team Alignment
Family-owned and privately held businesses. Manufacturing sector. Growth stage and mature companies. Revenue experience from $10M to $100M+.
Here are some of the most common situations our coaches are engaged in, and who tends to be the best fit.
Hinerfeld, Heald, Shuldman, Campbell, Norris
Rochert, Campbell, Norris, Shuldman
Kaufman, Debinski, Hinerfeld, Shuldman, Dawson
Campbell, Rochert, Howard, Heald, Carroll
Carroll, Heald, Kaufman, Campbell, Debinski
Norris, Olson, Shuldman, Howard, Rochert
Shuldman, Howard, Norris, Hinerfeld, Debinski
Hinerfeld, Debinski, Olson, Shuldman, Kaufman
Rochert, Debinski, Hinerfeld
The first step is a short conversation with our team. We’ll listen to what you’re working through and identify the coaches whose experience is the closest match to where you are.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.