610-504-3094 [email protected]

Business Tools

Impact Your Bottom Line

PEG Tools & Resources

Foundational Planning Tools

  • Legacy Planning

– Every company transitions ownership at one point to another. With legacy planning you have the tools to address any transition planning and shareholder incentive and options in case of death, disability or exit. Download this document.

Download here.

  • Success Planning

– Establish the values, visions and mission for your company, as well as a process to work on strategic initiatives. Download this document.

Download here.

  • Action Planning

– Utilize smart goals tied to your strategic plan that address everyday opportunities and Opticals. Download this document.

Download here.

Rate of Change Template

– It is crucial to understand what management phase your business is currently in. You must examine your growth rate on a monthly basis. Download this document.

Download here.

Financial Review Template

– Each new member submits financials for complementary coaching and benchmarking.


Download here.

Valuation Template

– PEG is the leader in business valuation services. Each member gets a 80% discount on these services.

Contact us.

Financial Performance Scorecarding

– See how you are performing vs your peers on a 90-day basis.

Check out Peer Tech today!


– Peer benchmarks your company in the following core processes – People Management, Financial Controls, Strategic Planning, Operations Best Practices, Sales & Marketing Systems.


Contact us.

Peer Executive Groups PEG Book Club

Our Address

Peer Executive Groups
Industrious Avenue of the Arts:
230 S Broad St
17th Floor
Philadelphia, PA 19102

Connect With us

Tel: 610-504-3094
[email protected]

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