Pinnacle Preferred Partners

Trusted Resources.

Our Preferred Partners close the gap and help you go to the next level.

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Delegate Solutions

We are a delegation company that helps visionary leaders and their teams free up their time for more impactful work. We help them figure out what and how to delegate, and then provide the ongoing support they need to truly master delegation through our system, service, trainings and community. Our fractional virtual executive assistant support program is designed to proactively take things off your plate with our proprietary delegation system. Our teamed approach ensures you always have the support you need, and our 30 day money back guarantee ensures no risk to get started. In addition to our support program, we also offer cohort style delegation training courses and consulting and a free community for Admins.

Emily Morgan

814-367-3827

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OUR PROMISE:

WE FREE UP TIME

  • Fractional virtual executive admin support, starting at an hour a day with a teamed approach and 30 day money back guarantee
  • Our proprietary delegation system designed to proactively take things off your plate and includes training courses and consulting for leaders and their teams at any phase of their delegation journey
  • Access to our Elevated Admin Community – a free community built to serve the admins you work with

Process Optimizer

Are you solving the same issues again and again? The majority of issues entrepreneurial organizations face are rooted in either people or process. And if your processes have not been defined, optimized, documented and delegated, you aren’t giving your people one of the most important tools they need to do their job well – your Business Playbook. Our team of expert facilitators will help your clients define, document and optimize your core processes so you’ll have consistent outcomes, happy employees, delighted clients, and increased profitability. Contact Process Optimizer today!

Brett Barker

602-509-2111

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OUR PROMISE:

GO FROM CHAOS TO CONSISTENCY

  • Documentation in 9 days vs. 9 months or more on your own
  • On-going accountability coaching and support plus increased employee engagement and ownership
  • Lean lens and mindset from the client perspective

Anders Virtual CFO

Anders Virtual CFO is and has been the leading provider of Virtual CFO Services since 2002. Often, our team works alongside a Pinnacle Guide to take ownership of a company’s financial health. Our CFOs meet with clients on a weekly to semi-monthly basis, covering topics such as financial forecasting, cash flow management, financial statement and KPI review, pipeline review, and more. While we maintain a regular meeting cadence, we are always available when our clients need us most. During the pandemic, our CFOs often met with clients several times a week to walk through multiple financial models—helping them avoid knee-jerk reactions and make informed, confident decisions. You could say Anders’ purpose is to take ownership of the financials so business owners can take ownership of their business. Anders Virtual CFO provides Virtual CFO Services across North America with a fully remote team.

Jody Grunden

260-410-7328

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OUR PROMISE:

DYNAMIC FINANCIAL FORECASTING

  • KPI Management and Pipeline Management
  • Financial Statement Preparation and Tax Planning Preparation
  • Cash Flow Management and Job Profitability Management

VisionSpark

VisionSpark is dedicated to transforming entrepreneurial companies through our unique tools and approach, ensuring “the right people are in the right seats.” We help your clients Hire With Confidence™ to take their company to the next level. We help organizations “GET PEOPLE.” We are a retained hiring partner with a robust guarantee and fixed fee approach to hiring 2IC’s, Leadership and Key Team member seats. We take the fear out of hiring with our full, retained, Leadership Search Proven Process which includes defining the role, market the position, screen and objectively evaluate top candidates with the VisionSpark proprietary leadership interview and assessment. We offer a guarantee and can customize to meet your clients’ hiring needs. VisionSpark is passionate about helping entrepreneurial companies make better people decisions in order to hit their 1, 3 and 10 year goals!

Kat Lockhart

614-389-3375

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OUR PROMISE:

RIGHT SEARCH, RIGHT TEAM, RIGHT SEAT™

  • VisionSpark is a retained hiring partner with a fixed-fee approach
  • Full, retained, 2IC search including defining the role, market and attract candidates, screen, and objectively evaluate top candidates with our proprietary leadership interview and assessment
  • Additional customized Team Health tools to get the most out of your current teams!

Pivotal Advisors

We help companies build sales engines that allow their companies to grow and scale. Many companies get to a certain level in their growth and plateau because they don’t have the right focus, are poor at hiring/onboarding salespeople, don’t have repeatable processes and are run by someone who was a good salesperson, but has not learned sales leadership skills. That’s where we come in helping them build a Sales Operating System that can help them get growth going again.

Gary Braun

612-670-1799

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OUR PROMISE:

FRACTIONAL SALES MANAGEMENT

  • Sales Leader Peer Groups
  • Sales Advisors Services (working 1-on-1 with their sales leader)
  • Sales Training

STS Capital Partners

At STS, we understand that selling a business is never just a transaction—it’s an emotional and psychological journey. As entrepreneurs ourselves, we’ve been in your shoes and we’re here to guide you through the process so you can achieve your own extraordinary exit.

With our unique experience and capabilities, we’re able to realize true potential value in three distinct ways: being your expert guides along the sales journey; ensuring you achieve maximum financial value by selling to strategic buyers; and supporting you in creating a lasting legacy.

We’re the sell-side strategic guides, here to help you achieve your own extraordinary exits.

Garth Robbins

+27 82 071 9787

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OUR PROMISE:

THE PATH TO MAXIMUM FINANCIAL VALUE STARTS HERE

  • Your expert guides to selling your business
  • Your expert guides to selling your business
  • Achieving maximum multiples and facilitating legacy potential

Trainual

Every business needs to document and organize their processes in order to scale. And if your clients use Google Docs or SharePoint but struggle with finding documents, inconsistent information, and lack of accountability, Trainual is the solution.

Trainual’s built-in AI lets you generate new processes and policies with a click. Our tracking and reporting ensure full accountability, and everything is perfectly organized in one place.

Even better, with Trainual’s AI search, you can ask any question about your content, like “How many days of PTO do I get?” and get an instant answer!

We have a full implementation team to get your clients up and running and a world-class support team ready to assist.

Don’t forget, all Pinnacle Guides receive a free Trainual account for their own use! Contact Diane below to learn more and get set up!

Diane Adams

816-578-0505

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OUR PROMISE:

PAINLESS PROCESS DOCUMENTATION

  • Capture & organize the knowledge in your business
  • Save time & resources on training
  • Streamline operations across your business

Strety

Strety is the preferred software platform for Pinnacle’s approach to business growth. Make your clients’ trip to the summit easier with digitized and customizable Pinnacle Tools in one streamlined platform, including Agendas, a Strategic Vision & Execution Plan, including an editable Flywheel, Rocks, Action Items, Scoreboards, and Topics. Strety’s Guide Dashboard and Pulse Reports give you an instant 10,000 ft view into client progress and opportunities.

Larry Garcia

305-432-9292

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OUR PROMISE:

PARTNERED WITH PINNACLE

  • Pinnacle Tools available in a customizable digital format for easier implementation
  • Integrations into Microsoft, Google, & Slack make it easier to fold in with existing tools
  • Performance management tools like 1x1s, performance reviews, and peer reviews
    help nurture a culture of A-players

Insperity

At Insperity, it’s not just HR outsourcing, it’s HR that makes a difference. Our comprehensive, scalable HR solutions offer an optimal blend of service and technology to facilitate growth by streamlining processes related to payroll, benefits, talent management and HR compliance. We provide the tools to help lighten administrative load, maximize productivity and manage risks – so organizations can focus on growth. Because that’s what it means to have a true HR partner.

Aaron DelBosque

832-412-0776

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OUR PROMISE:

HR SOLUTIONS THAT SCALE WITH YOUR BUSINESS

  • Recruiting and replacement support
  • Employment administration and payroll
  • Performance management support

YORCMO

At yorCMO, we provide businesses with access to C-level marketing leadership. Our experienced Fractional CMOs align marketing and sales strategies to drive leads, sales, and revenue growth. With customized solutions tailored to any size or industry, we bridge the gap between strategy and execution, delivering impactful and measurable results.

Flor Arballo

664-640-5231

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OUR PROMISE:

ACCESS TO C-LEVEL MARKETING LEADERSHIP

  • Fractional Mentoring & Advisory Service
  • Full Fractional CMO Engagement
  • CMO for a Day: Strategic Marketing Guidance

MPI

MPI works as an extension of in-house sales teams to generate new leads, activate qualified prospects, and set appointments. This allows in-house sales teams to focus on building relationships and closing deals while MPI’s proven lead generation system—built on List, Message, Nurture, Activity and KPIs, Data, and Quality Assurance—drives consistent top-of-funnel activity. Our goal is the same as yours: To help your clients grow their business.

Andrew Schwartz

262-387-4713

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OUR PROMISE:

FRACTIONAL LEAD GENERATION AND ACTIVATION SERVICES

  • Identifying and qualifying leads
  • Setting qualified sales opportunities
  • defining and refining the ideal customer profile (ICP)

Ready to Take the Next Step?

Get Paired with a Guide today to begin your Pinnacle Journey.

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