(Dan Crowley & Joel Gilley)
Dan Crowley is a Certified Business Succession Planner (CBSP) and Certified Family Business Specialist (CFBS) (American College). He is licensed for Life, Accident, and Health for most of the United States and has designed a number of tax advantaged solutions for owners. Many rental companies utilize Dan for Executive Benefit design including Deferred Compensation and “Golden Handcuff” plans for key employees.
Joel Gilley is experienced in helping organizations retain, reward and retire their best people. With more than 25 years working with family-owned, closely-held and public companies, Joel has a wealth of hands-on experience in crafting targeted, effective strategies to help companies maximize the value of non-qualified plans for corporate sponsors and their key employees. Areas of expertise include the design and utilization of non-qualified benefit programs to maximize key employee engagement, reinforce and reward the achievement of corporate strategic goals and personal performance, as well as the use of these programs to facilitate executive and owner succession planning, where applicable.
Empower 2 Achieve, LLC
Lisa Spradlin, Owner. Business Owners partner with us to leverage our Strategic Human Resource and Business Expertise to help them align their talents with the needs and culture of their organizations. Inspiring High Performance: A culture of accountability through performance management coaching.
Offer from Empower2Achieve: Managing relationships and communication with co-owners, family members – contact PEG for info
Sandler Training trains sales professionals and managers using proven Sandler Training systems. Sandler trains to improve attitudes, behaviors, and techniques to succeed. By using reinforcement: knowing -understanding -competence -ownership. For sales, management, customer experience, organizational excellence.
Offer from Sandler Training: DISC assessments at a discounted price for PEG members relative to list price of $149 each
The Call Coach
Let me, Suzanne Wooten help you turn your recorded calls into profits! I coach your employees into Reservation Makers. The result- attaining and retaining new customers and converting quotes into contracts. This is not robotic scripted training. This is genuine Customer Service coaching.
Offer from The Call Coach: 2 complimentary, per company, one on one (face to face virtual) coaching sessions for your valued but struggling employees.
My HR Partner
Your business or organization is only as strong as its people. That’s why hundreds of discerning organizations just like yours depend on our HR expertise — to support your team, to give you invaluable HR insight, to be a trusted resource as you scale. Our clients have extraordinarily high expectations. Fortunately, we only hire extraordinarily talented (and friendly) HR experts who dedicate themselves daily to delivering you the very best service, counsel and support.
Offer from MyHRPartner: Various HR services both continuous and project based – contact PEG for info
OurVirtualHR is a right-sized, right-priced solution for businesses that handle HR on their own. From self-service templates to alerts when laws change to on-line training courses, OurVirtualHR puts powerful HR tools at your fingertips.
Offer from OurVirtual HR: Introductory offer – The cost for a month to month subscription is $120/month or $100/month if you pay for one year in advance.
Shaping the future for 135 years, NCR is the world’s enterprise technology leader for restaurants, retailers and banks. The #1 global POS software provider for retail and hospitality, and the #1 provider of multi-vendor ATM software, we create software, hardware and services that run the enterprise from back office to the front end and everything in between for our clients.
Digital first but not digital only, we’re positioned to help our clients bridge their digital and physical operations—helping them connect with consumers anytime, anywhere and streamline their business so they can differentiate, compete and win in our evolving digital world.
Offer from NCR: Three months of free payroll processing is included with a 15 month payroll processing agreement.
Culture Index is a strategic advisory firm that works exclusively with visionary entrepreneurs, CEOs, business leaders, and management to scale and transform organizations using applied analytical traits.
Culture Index optimizes your organization using your most precious resource – people. Whether hiring, managing, or motivating top tier talent, Culture Index is the preeminent solution to maximize your goals.
Offer from Culture Index: Free introductory demo (normally $500)
Instructional Technologies Inc. (ITI), is known for its effective online training that uses a mastery learning strategy, an instructional method by which the employee must ‘master’ each subject before moving to the next. The courses improve employee safety behaviors and provide defensible proof that employees have mastered the subject.
With ITI training, fleets have the flexibility to use more than 140 off-the-shelf PRO-TREAD lessons, engage ITI’s professional training team in developing customized content, and use ITI’s training automation platform for their own content.
Sentix, ITI’s training automation platform, lets fleets assign, schedule, and trigger training, while also providing powerful reporting tools to monitor progress and compliance.
Offer from Instructional Technologies: 10% off standard pricing for Sentix and Pro-Tread on line training systems
Peer Groups – Financial Consulting
• Bookkeeping support
• Businesses valuations
• Financial review and analysis
MultiFunding’s goal is simple: to get your business financing that works for you. MultiFunding works with hundreds of lenders across the country in order to find you the best loan for your business. MultiFunding will put you in contact with our network of lenders, and use our expertise to help you close the right loan for you. They’ll help you navigate all of your loan options. They are loan experts, not sales people.
Let them help you find the best possible loan program for your business. With MultiFunding, there is no hourly retainer, no up-front or hidden costs. They don’t get paid until they finance your business.
Privately owned and independently minded, Creditsafe is changing the way business information is used by providing high quality data in an easy to use that benefits everyone in an organization. Creditsafe is the world’s most used provider of business credit reports and maintains the largest owned database with over 240 million companies worldwide. 100,000 subscription customers from across the globe have joined our revolution by using Creditsafe to make better business decisions every day.
Offer from CreditSafe: During pandemic – 3 months of credit monitoring at no cost. Exclusive pricing for members around commercial data, tracking customer credit scores, and commercial credit reports: $1,500 – for less than 200 reports a year. $1,850 – for 200–500 reports a year. $2,400 – for 500+ reports a year.
360 Payments’ mission is to remove the stigma of credit card processing by delivering honest and pain-free payment. Payments are an afterthought, allowing every small business to focus on what’s most important. No contracts, customer service that really cares, and honest and simple pricing. 360 Payments is changing the fabric of payment industry with real, personalized partnerships, not a faceless website.
Their focus is on your business, they handle the payments and together they will change business as usual.
Offer from 360 Payments: 360 Text-to-Pay, fully contactless text and email payments solution. Also available: No Contracts – all clients are on month-to-month agreements. Guaranteed Pricing – they will never increase your rates, ever! Single Point of Contact – dedicated white glove customer service. Industry Experts – they have specialized in working with rental companies for over five years.
Bisson Creative, Inc.
Website design, development & hosting, Graphics, Advertisement & Marketing Asset Design, Commercial Photography, Promotional Videography, Voice-over, 360VR, Drone imagery and more!
As a photographer, videographer, web developer and graphic artist with over twenty-five years experience, AJ offers a unique blend of skills that allow him to marry business strategy with brand identity and marketing communications. With a particular interest in design, technology and how creative methodology can best serve business objectives. Our focus is on Web Design, Video, Photo & Branding – where business strategy, visual marketing assets & consumer psychology work in unison.
Offer from Bisson Creative: Receive photography package upgrade with website project or 5% off.
Long River Promotions
About us: Long River Promotions provides advertising specialties on promotional products – t-shirts, hats, pens, notebooks, corporate gifts, holiday gifts – just about everything you can think of to customize by adding your name or logo. We are eager to offer you solutions with the same service and attention to detail you have come to expect from us.
Offer from Long River Promotions: Next column pricing Example – get the price for 250+ items even if you order only 100. Price break quantities vary item to item – contact Long River Promotions for specifics
We designed our agency to be the perfect fit for your next project. Our team is large enough to handle projects quickly, but also small enough to be closely engaged with all our clients. You will be completely satisfied with any website or online marketing campaign we create for you. We pride ourselves on being more than a great web design & online marketing agency. We get to know you and your organization, and together we create and achieve goals that move your online presence forward to new highs and profits. As your trusted partner we have a great responsibility which we’ve incorporated into our company mission and tagline, “Partners You Can Count On.” We’re motivated by hearing our partner’s success stories and seeing each client grow and achieve their own goals. After all, it is by the success of our clients that we can become successful ourselves.
Offer from JONROC: • 5% off any website design package • Free SEO Insights Report • 5% off virtual table top designer
Founded in 2004 in Woodland Hills, CA. ReachLocal is an online marketing and advertising solution provider for small, medium, and large businesses, advertising to consumers in local markets. It provides Internet and mobile Internet marketing solutions to business clients in the United States, Europe, Asia and Australia. ReachLocal has delivered over 201M + Local Leads to businesses.
Offer from ReachLocal: Receive a 13th month free on a 12 month Search Engine Marketing agreement (restrictions apply)
Traction Tools is a help-first software company that equips entrepreneurial businesses to get the most productivity out of their company meetings. Traction’s clients are tired of dealing with painful company meetings, clunky business processes and uncompleted tasks. Instead they’re implementing the Entrepreneurial Operating System (EOS) to accelerate their business growth by streamlining the Six Key Components of any business. Traction Tools software is an integral part of increasing their efficiency and productivity.
Offer from Traction Tools: 15% discount on the $149/month/10 users base cost of the software (Instead of $149/month)
Rouse Analytics provides Cat-Class Level comparisons of rental rates, utilization, and other key performance metrics to industry benchmarks for rental companies and dealers. Discover valuable pricing, utilization, and market share comparisons to grow your business.
Offer from Rouse Analytics: For new subscribers – Receive first three months of benchmarking services at no cost. Free for Existing Subscribers: PEG Operational Benchmarks Report
Rental companies, contractors and dealers across North America rely on Rouse Sales to power their used equipment sales programs. Our suite of valuation, pricing and remarketing tools are easy to deploy and cover every step of the selling process, ensuring your team stays focused on what really matters – engaging with customers and closing deals.
Offer from Rouse Sales: New Offer: Pay as you go – $20 per inquiry/report
Prestige Alliance Program
Hire a facilitator/ consultant to “ride shotgun” with you, the owner, through a twelve-month period of business development. Deliverables: An Annual Business Plan and the process to do it going forward. Big Rocks implemented each quarter toward annual goals. A Legacy Plan that provides risk management and exit planning for heirs. A process to implement a local Board of Advisors.
After using EOS in his business, and seeing its power first-hand, Brett Stewart decided to team up with EOS and make the transition from being an entrepreneur to an entrepreneur that could help others facing the same issues.
Brett now spends all his time helping business leaders get more from their businesses, while at the same time implementing a well-balanced life. He has landed right in the middle of his dream, loving what he does and helping other entrepreneurs build the lives they want.
James R Waite, LLC / WDL Consulting
James R. Waite, Esq. is a mergers and acquisitions attorney with over 2 decades of experience in buying and selling businesses. Having represented hundreds of equipment dealers and lessors throughout North America and around the world, Mr. Waite has created a network of thousands of equipment dealers and rental companies with whom he regularly corresponds. He wrote the American Rental Association’s book on rental contracts, publishes a monthly article entitled “Legally Speaking” in Rental Management Magazine, and routinely presents at industry association local and national conferences (including a presentation on buying and selling rental businesses to hundreds of rental operators at the ARA’s 2018 national convention in New Orleans). He is a veteran of the United States Air Force, has a BBA in Finance from the University of Texas at San Antonio, a Juris Doctor from St. Mary’s University, and an MBA from Northwestern University.
PEG Book Club
Peer Executive Groups understands the impact of good book. “The E-Myth Revisited” by Michael Gerber helped early groups with implementing a systems dependent environment vs being people dependent. “TRACTION: Get a Grip on Your Business” by Gino Wickman had an even bigger impact on priority management and getting your employees to “work on the business” while working in it. Every new Peer Group member gets a complimentary copy in their Orientation Box. We offer an ongoing book club with a new book every quarter or so. Webinars, recordings, and discussions are available as we take you through some of the seminal business books.
CoreValue® is the world’s most powerful growth and exit platform. A patented technology born out of MIT, CoreValue® was ranked Accounting Today’s Top New Product in 2018. CoreValue® is a value growth software that enables business owners to track and grow their business’s enterprise value determined by the health of 9 Market Drivers and 9 Operational Drivers.
Offer from CoreValue: No cost, one hour session with David Olson at BMI Mergers & Acquisitions plus Discover Assessment Report prepared for your business
BMI Merger & Acquisitions
For over thirty years, we have been successfully engaged in the practice of buying, selling and managing the business acquisition process. All of our advisors and brokers have been engaged in transactions and operations in a multitude of industries. They have worked on the sale of businesses with transaction values between $200,000 and $500 million. They have also successfully integrated businesses post-acquisition or merger as executives in Fortune 500 companies.
Pac Crest Business Engineering (PCBE) is owned and operated by Matt Todd. PCBE was started to help business owners see and reach their full potential. With PCBE, we will help you find your true success in business by getting a grip on your business. This means that instead of your business running you, you are running your business and getting out of it what you always intended.
In order to face the challenges that are shared in all stages of growth in any industry, PCBE utilizes the Entrepreneurial Operating System® (EOS®). In order to get a grip and keep your business from slipping out of your hands, PCBE will help you gain TRACTION® as a team, to become effective and efficient.