This is a virtual peer advisory and lead‑generation platform for established business owners, built on a recurring membership model with significant upside for a strategic acquirer. The company has been in operation for over 10 years and the owner is transitioning out to focus on new business venture.

Highlights:
- Monthly peer advisory roundtables for founders and CEOs.
- Weekly 1‑hour implementation sessions focused on outbound email and LinkedIn lead generation.
- Includes scripts, systems, automations, and content that makes the model highly repeatable and transferable.

Originally launched as an in-person mastermind, the company successfully pivoted through the pandemic to a fully virtual format. Based on member feedback, a more focused approach was taken 3 years ago to assist clients in accelerating growth and plan for an eventual sale.

After a refinement of their core business model, the company currently serves +/- 30 members with an additional 7-10 new members per month.

- No paid advertising
- No active social media content strategy
- No conferences or networking
- Owner works 15 hours per week, employees are fractional and remote.

Member Offering

- Monthly 3‑Hour Peer Advisory Roundtables
- Structured, facilitated sessions focused on “working on the business”
- Participants share wins, review current tools (including AI and growth tools), discuss a core topic, and engage in group brainstorming around individual challenges
- Weekly 1‑Hour Lead‑Gen Sessions, typically focused on growth strategies and tactics

The business pays external specialists in email, LinkedIn, and list‑building to attend and provide tactical advice to members.

This balance of strategic peer advisory plus hands‑on implementation support is a key differentiator versus traditional peer groups or stand‑alone marketing programs.

Key Assets

- Established brand and positioning around growing companies with a future exit in mind.
- Playbook for lead gen, training, multiple meeting formats and licensing
- 30,000+ professional connections on LinkedIn (largely untapped for thought‑leadership content)
- Multi‑year email database of business owners and executives
- 100+ hours of recorded growth and implementation content suitable for repurposing into social media, courses, and membership assets
- Highly scripted sales process with a large library of recorded closing calls for training new salespeople
- Automated systems for lead warm‑up, appointment reminders, show‑rate optimization, and new member onboarding
- Historical experience and documentation for a licensing model using local facilitators, which can be revived and expanded
Growth Opportunities

A well‑resourced buyer can:

- Build a dedicated sales team around the existing scripts and call recordings to reduce owner dependence and increase member acquisition. Turn on consistent marketing (organic content, paid campaigns, partnerships) using the existing audience, content library, and LinkedIn reach.
- Reintroduce higher‑ticket programs and selective in‑person events as premium upsells.
- Relaunch and scale a licensing model with local facilitators, supported by centralized lead generation and standardized formats.
- Use this platform as a bolt‑on to an existing coaching, consulting, agency, or software business that serves business owners, increasing retention and lifetime value through community and ongoing implementation support.

Reason for Sale

The owner is shifting focus to another venture with substantially larger, time‑sensitive growth opportunities. This is not a distressed sale; the current business has a completed pivot, visible early traction, robust systems, and clear levers for a buyer to scale.