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OWNERSHIP ADVISORY ROUNDTABLE

Better Decisions Start With Better Conversations.

A private peer advisory group for founders, business owners, and organizational leaders navigating growth, complexity, and consequential decisions.

I Couldn’t Find The Room I Needed. So I Built It.

I spent years looking for a room where founders, business owners, and organizational leaders could discuss real challenges, test ideas, and gain perspective from others carrying similar responsibilities.

Most groups focused on networking. Others focused on education. Few created space for honest conversation about leadership, growth, and decision-making.

So I created one.

Not Networking. Not Coaching. Not Presentations.

Ownership Advisory Roundtable is a private advisory group for leaders who value trust, perspective, and real conversation.

It combines the insight of an advisory board, the accountability of a peer group, and the relationship value of a strong network—without the pressure, performance, or forced referrals often found elsewhere.

Who Belongs Here?

OAR is designed for people responsible for decisions, teams, budgets, and outcomes.

Founders. Business owners. Executive leaders. Nonprofit leaders.

If you carry responsibility for results, you’ll feel at home here.

Better Thinking. Better Decisions.

Every session is built around thoughtful conversation, shared perspective, and practical insight.

Members bring challenges, opportunities, decisions, and lessons learned.

The goal isn’t more information. It’s better thinking.

Members leave with greater clarity, stronger decisions, broader perspective, trusted relationships, and more confidence moving forward.

A Structured Conversation Designed for Clarity, Perspective, and Action

OAR meets monthly in a private setting for a structured but conversational two-hour session. Breakfast is included, so you arrive, settle in, and focus on the conversation.

Each gathering is designed to create space for meaningful dialogue, peer learning, and practical insight that members can apply immediately.

Curated Membership

The room is intentionally small and thoughtfully selected for chemistry, trust, and perspective.

Confidential Conversation

Members speak openly about real challenges, decisions, and opportunities.

Strategic Perspective

Discussions move beyond tactics to focus on leadership, growth, and direction.

Relationship-Driven Growth

Strong relationships naturally lead to opportunities, referrals, and better decisions.

Available In Two Formats

Both groups are built around the same philosophy: better conversations lead to better decisions.

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In-person • East valley, Arizona

Local Ownership Advisory Roundtable

A confidential peer advisory group for founders, owners, and leaders who value local relationships, honest conversations, and shared accountability.

Best for: Leaders who prefer face-to-face discussions and community connections.

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Remote • Nationwide

Virtual Advisory Cohort

A facilitated advisory group that brings together growth-minded leaders from different industries and markets to share perspective, challenge assumptions, and support better decisions.

Best for: Leaders seeking broader perspectives and the flexibility of participating from anywhere

Add Your Name to Be Considered for a Future Cohort

OAR is intentionally small.

Each cohort is curated to ensure the right mix of experience, perspective, trust, and chemistry.

If this sounds like the kind of room you’ve been looking for, add your name below.

Joining the interest list does not commit you to membership. If a potential fit exists, you’ll be invited to a short conversation before the next cohort is formed.

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Frequently Asked Questions

What is the Ownership Advisory Roundtable (OAR)?

OAR is a private, facilitated peer advisory group for business owners and leaders. It provides a confidential space to discuss real challenges, gain perspective, and make better decisions alongside other experienced leaders.

Is this coaching?

No. OAR is not a coaching program.

There is no curriculum, no step-by-step instruction, and no one telling you what to do.

Instead, this is a strategic advising environment. Members bring real challenges, and the group offers perspective, insight, and experience to help inform better decisions.

Is this a networking group?

No.

There are no pitches, no forced referrals, and no surface-level introductions.

While relationships and opportunities often develop naturally, the focus is on meaningful conversation, shared experience, and better decision-making.

How is this different from a mastermind?

Many masterminds focus on tactics, accountability, or group coaching.

OAR is designed as a peer advisory environment. The emphasis is on perspective, strategic thinking, and real-world experience from other leaders, not a prescribed program or teaching model.

Who is this designed for?

OAR is best suited for:

→ Business owners and founders
→ Leaders responsible for growth and decision-making
→ Professionals who value candid conversation and trusted perspective

It is not designed for early-stage entrepreneurs looking for step-by-step guidance.

What is the time commitment?

OAR meets once per month for a two-hour session, typically over breakfast or lunch.

Members are encouraged to come prepared with real challenges or decisions to discuss.

Is this confidential?

Yes. Confidentiality is a core part of the experience.

Members are expected to speak openly and respect the privacy of others in the room.

How are members selected?

OAR is curated intentionally.

Members are selected based on experience, perspective, and how they will contribute to the group dynamic. The goal is to create a room with strong chemistry, trust, and relevant but diverse viewpoints.

What happens after I join the interest list?

You’ll receive updates about upcoming cohorts and opportunities to learn more.

If there’s a potential fit, you may be invited to a conversation to explore whether OAR is the right room for you.

What happens after I join? What do I get?

Membership includes:

→ Monthly facilitated roundtable sessions
→ Access to a trusted peer group of leaders
→ Strategic perspective and shared experience
→ A confidential space for real conversations

The value comes from the room itself, the people in it, and the quality of discussion.