Partners for
the journey
leveraging preferred partners
Our preferred partners close the gap and help you go to the next level.
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.
DelegateSolutions.com
Emily Morgan
Emily@DelegateSolutions.com
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!
ProcessOptimizer.biz
Brett Barker
Brett.Barker@ProcessOptimizer.biz
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!
ProcessOptimizer.biz
Brett Barker
Brett.Barker@ProcessOptimizer.biz
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
summit cpa group
Summit CPA Group is and has been the leading provider of Virtual CFO Services since 2002. Often our team will work alongside a Pinnacle Guide taking ownership of the company’s financial health. Our CFOs meet from weekly to semi-monthly with clients covering topics like financial forecasting, cash flow management, financial statement and KPI review, pipeline review, and more. Although we have set meetings with our clients, we make ourselves available for the client in their time of need. During the pandemic it was common for our CFOs to meet with our clients several times a week going over multiple financial models to ease their minds and so they could make informed decisions rather than knee jerk reactions. So, you could say Summit’s purpose is to take ownership of the financials so the business owner can take ownership of their business. Summit CPA Group provides Virtual CFO Services throughout North America with a fully remote team.
SummitCPA.net
Jody Grunden
Jody@SummitCPA.net
dynamic financial forecasting
KPI Management and Pipeline Management
Financial Statement Preparation and Tax Planning Preperation
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. VisionSpark is a retained hiring partner with a fixed fee approach to hiring Second In Command and Leadership level 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!
VisionSparkSearch.com
Kat Lockhart
Kathy@Vision-Spark.com
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. VisionSpark is a retained hiring partner with a fixed fee approach to hiring Second In Command and Leadership level 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!
VisionSparkSearch.com
Kat Lockhart
Kathy@Vision-Spark.com
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!
ninety
Software for Pinnacle | At Ninety we are relentlessly focused on building great software to support you and your clients. Our focus is on simple, time-tested tools, with layers of configurability that bring your unique coaching practice to life with dynamic, integrated software: Ninety. Ninety offers a complete set of tools to support companies running on Pinnacle:
- Strategic Vision & Execution Plan (configurable and printable)
- Pinnacle Climbing Tools
- Integrated Organizational Chart
- Run all meeting types
And more! Your clients have access to live in-app chat support 7 days/week, free data upload, and ongoing training opportunities.
Ninety.io
Michelle Rose
Michelle@Ninety.io
a complete set of tools to support companies running on Pinnacle
Live in-app chat support 7 days a week. Plus, Coach bat phone M-F 7am – 7pm Et
Free account for Guides to run their coaching practice. Plus, Partner tools to create and customize templates in Ninety
Free, ongoing data upload and account set-up for clients
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.
PivotalAdvisors.com
Gary Braun
GBraun@PivotalAdvisors.com
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.
PivotalAdvisors.com
Gary Braun
GBraun@PivotalAdvisors.com
fractional sales management
Sales Leader Peer Groups
Sales Advisors Services (working 1-on-1 with their sales leader)
Sales Training