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WHAT MEMBERS SAY


"Jonathan has helped me to work On my business instead of In my business. By getting outside and looking at the whole, I'm better able to focus on the processes to increase efficiencies and move the business forward. Jonathan's coaching has taken my business to a whole new level."

- Sharon Martin, CEO

Profit Strategy and PS Benefits

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"I have to say I was very impressed with the meeting today. Its nice to be around a group of intelligent entrepreneurs looking to make their lives and their businesses more successful. I think this is the kind of support in business I have been looking for. I am glad to be a part of this group."
- Jonathan Hopp, Owner
Staged for Success

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“It has been my pleasure to attend Jonathan's peer group discussions over more than a two year period of time.  Under Jonathan's direction, these groups and meetings allowed me to meet and work with great people.  This helped me to focus our company's mission and accomplsh many our goals. Thank you Jonathan.”

- Mitchell Marcus, CEO

MSM Consulting


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Peer Advisory Roundtables for Firm Professionals & Owners of Smaller Businesses


We offer roundtables for professional service providers and smaller business owners typically fewer than 10 employees or under $1M in revenues. [If you are looking for a next level group with larger businesses visit this page.]

Our Roundtables are peer advisory groups for serious, seasoned and accomplished people and are designed to support the professional and small business owner in both their personal and professional development.  These groups improve the effectiveness of our clients in their business and in personal lives by zeroing in on areas where the group members need help. 

Peer Advisory Board Benefits

Our Roundtables act like a virtual advisory board - providing an intimate, confidential environment for discussion of critical business issues, experience sharing and problem solving. Professionals and small business owners who share a passion for building their businesses also share an entrepreneurial mindset, a desire to overcome challenges and a willingness to share their experiences.

Groups are self-facilitated and consist of 8 to 12 members without competing interests from diverse professions so members have the unique opportunity to hear ideas and suggestions from a different perspective.

Members join our groups because they find benefit from:

  • Direct and honest feedback from an informal and voluntary, but committed group of advisors
  • Learning best practices from peers
  • Improved decision-making
  • Increased accountability
  • Others with similar backgrounds to bounce ideas off
  • A strong support network that send business to each other
  • Vast knowledge of business expertise

roundtableAs a small business owner, senior level professional, sole practitioner or partner within a firm, could you benefit from a group of peers to help you to stay focused?  Could you be more effective in selling, marketing, time management, prioritization, etc.?  Could you benefit from a group that you can bounce ideas off that help you think through and plan your business strategies?  

Where can you turn when you are facing challenges in your professional, business and personal life?

If your friends or family are tired of hearing about your challenges, maybe it's time to get support from an informal but committed group of peers.

The peer advisory board experience has proven to be one of the best forums for success. It offers people a unique opportunity to explore issues and learn in a non-competitive and confidential environment, with a group of owners and professionals who support each other in improving their lives, businesses and professional effectiveness.


Program Features:

  • Meet once per month for 3-4 hour meeting (8-11:30)
  • Groups consist of 8-16 members from various professions, backgrounds and businesses
  • Month-to-month contract
  • Low quarterly dues ($540/quarter)
  • Meetings held in Westlake Village, California (2nd Tuesday of each month)