Gain powerful business insight by leveraging the extraordinary caliber and collective experience of your private advisory board.

Key Advisors members are an elite group of CEOs with a powerful array of experiences. They run family-owned businesses, Inc. 5000 fastest-growing companies, nonprofits, franchises, multi-generational companies, and companies that have sold successfully. When we say extraordinary, we mean 1 in 1,000 caliber.

Successful member profile

  • Accomplished CEOs and business owners who want to take their companies to the next level.
  • Leading agile companies earning $5M to $75M in annual revenue, most of which have achieved 20-25% CAGR over multiple years.
  • Members are typically aged 25 to 55.
  • Founders/owners leading 20 to 200+ employee organizations.
  • Professionals committed to working both “on” and “in” their businesses, and receptive to direct, tough, meaningful input.
  • Individuals with an insatiable thirst for expanding their knowledge.
  • Leaders who generously listen first, prior to providing insightful guidance.

Members like:

PEER ADVISORY BOARD MEMBER 1

Industry: Elevator Maintenance

In business: 20+ years

Professional services leveraged:

  • Strategic planning
  • Annual goal planning
  • Management team training
  • Business acquisition process creation
  • Exit valuation model and pitch co-development, significantly driving up multiples

Results: Annual revenue increased from $3M to nearly $25M while part of Key Advisors. Company successfully executed an exit recently; remains part of Key Advisors.

PEER ADVISORY BOARD MEMBER 2

Industry: Equipment Rental

In Business: 12 years

Professional services leveraged:

  • Strategic planning
  • Annual goal planning
  • Management team training
  • Exit planning
  • Company culture design

Results: Annual revenue increased from <$1M to approaching $50M. Has been an Inc. 5000 Fastest Growing Company for seven straight years.

PEER ADVISORY BOARD MEMBER 3

Industry: Franchise Company

In Business: 4 years

Professional services leveraged:

  • Strategic planning with full HQ management team
  • Designed and facilitated workshops at annual business conference with approximately 100 franchisee CEOs
  • Built KPI’s and strategic management dashboards

Results: One of the of the top 75 fastest growing franchises in the country; grew from 0 to 150 locations in 30 states in just three years.

PEER ADVISORY BOARD MEMBER 4

Industry: Restaurant

In Business: 5 years

Professional services leveraged:

  • Strategic Planning with CEO, management team, and investors
  • Business guidance from DataKey at regular intervals
  • Organizational structure and people management design
  • Building scalable business processes

Results: Winner of prestigious “Best of Westchester” award for all five years of existence, with current plans to double in size during Covid-19 pandemic.

Bobby Schaeffer

“Has grown his company from $5M to ~$25M while a Key Advisors member”

Bobby Schaeffer

CEO, D&D Elevator

“Multi-year strategy dialed into our day-to-day. Every year for the past five years, our executive team has done strategic planning with DataKey. Not only does it provide focus, but it is so well-documented and their unique software is integrated right into our daily business rhythm. I enjoy sharing business insights with the other members as well as receiving valuable guidance.”

Odalis Urena

Achieved dramatic revenue growth from $3M to $20M in annual sales

Odalis Urena

CEO, Urena Construction and Design

“Precision guidance. We had never been part of a CEO advisory group until we met Ted. He and the group are one of the key drivers behind our strategy and redesign of our fundamental business process. We look forward to many years of continued involvement. What a terrific value!”