Private CEO Peer Advisory Group

For leaders building, scaling, or preparing to exit high-growth companies. This confidential room helps accomplished CEOs make better decisions, strengthen leadership teams, increase enterprise value, and lead without carrying every major decision alone.

“Vistage member companies average 21+ years in business while most US companies fail within five.”

Being the CEO is the loneliest job in the building.

“It’s only because I had the privilege of being in that room from day one of my CEO journey that I understood it’s lonely at the top. You can’t always ask your management team for advice. When you can ask a peer for help, that wisdom is priceless.”

Dan Yates CEO, Endeavor Bank

You understand the business. But who truly understands you?

For leaders building, scaling, or preparing to exit high-growth companies. This confidential room helps accomplished CEOs make better decisions, strengthen leadership teams, increase enterprise value, and lead without carrying every major decision alone.

Members make better decisions for their companies, families, and communities—while creating more time and a better life.

Personally

My Business

Real leaders.

Real outcomes.

The group tells members what they need to hear, not what they want to hear. The result is faster decisions, better hires, earlier problem-solving, stronger companies, more time, and value that compounds.

Successful member exits
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Approximate combined exit sales shown on the current site
$ 0 M
GROWTH & EXIT

$60,000,000 to $300,000,000

Built the team, culture, and systems required for scale and a successful exit.

ENTERPRISE VALUE

$50 Million Exit

A scientist-entrepreneur turned strategic clarity into an exceptional outcome.

PROFITABILITY

$4,000,000 to $11,000,000 EBITDA

Achieved in approximately three and a half years.

SCALE

$6,000,000 to $40,000,000

Scaled toward $80M with 1,300 employees.

ACCELERATION

2x: Less is More

Member companies doubled and tripled revenue in short growth windows.

ACCELERATION

3x Revenue

Member companies doubled and tripled revenue in short growth windows.

The Vistage Experience: Accountability that Sticks.

You identify what matters most. Alan and the group track it until it’s done

Monthly Peer Forum

Full day session with 16 other non-competing CEOs helping you with your biggest opportunities, decisions, and challenges

Private Coaching with Alan

A 90-minute to two-hour monthly session—your agenda, your goals, your blind spots, and your whole life.

World-Class Speakers

Interactive workshops with curated subject-matter experts who challenge conventional thinking

Global Peer Access

Trusted connections to leaders and resources across the wider Vistage community.

Attendance

75% minimum expectation

The Vistage Experience: Accountability that Sticks.

You identify what matters most. Alan and the group track it until it’s done

The day you spend with this group is where the bottleneck gets fixed. A disciplined monthly rhythm combines peer intelligence, coaching, experts, and accountability.

01

No trusted sounding board

Your team needs certainty. The group gives you a confidential place to test assumptions before consequences become expensive.

02

Private Coaching with Alan

A 90-minute to two-hour monthly session—your agenda, your goals, your blind spots, and your whole life.

03

World-Class Speakers

Interactive workshops with curated subject-matter experts who challenge conventional thinking

04

Global Peer Access

Trusted connections to leaders and resources across the wider Vistage community.

05

Accountability That Sticks

You identify what matters most. Alan and the group track it until it is done.

I don't have a day a month for this

The day you spend with this group is where the bottleneck gets fixed. A disciplined monthly rhythm combines peer intelligence, coaching, experts, and accountability.

If your calendar cannot absorb one day, it is often because you are the bottleneck: underwriting deals, managing projects, or covering for a hire that did not work out. The day spent with the group is where that gets fixed.

Members consistently say the meeting pays for itself many times over through faster decisions, better hires, and costly problems avoided before they become six-figure mistakes.

You do not need more hours. You need better decisions.

Norms

Learners. Sharers. Givers.

Open, caring, authentic, transparent, vulnerable, and ever-growing.

Learn

We do not know it all, and none of us is as smart as all of us.

Share

We are willing to be open and vulnerable about the decisions that matter.

Give

We provide candid, constructive feedback without ego or hidden agenda.

Grow

We pursue better leadership, stronger companies, and better lives.

A private advisory board built around your real decisions.

The day you spend with this group is where the bottleneck gets fixed. A disciplined monthly rhythm combines peer intelligence, coaching, experts, and accountability.

If your calendar cannot absorb one day, it is often because you are the bottleneck: underwriting deals, managing projects, or covering for a hire that did not work out. The day spent with the group is where that gets fixed.

Members consistently say the meeting pays for itself many times over through faster decisions, better hires, and costly problems avoided before they become six-figure mistakes.

You do not need more hours. You need better decisions.

Hear directly from the leaders in the room

The day you spend with this group is where the bottleneck gets fixed. A disciplined monthly rhythm combines peer intelligence, coaching, experts, and accountability.

Eric Thomas

Member CEO

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Howard Farfel

Member CEO

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Steve Throop

Member CEO

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Brad Lupien

Member CEO

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Molly Wardell

Member CEO

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Kevin McMahon

Member CEO

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Rita Williamson

Member CEO

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David Field

Member CEO

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GROUP VALUES

Learners. Sharers. Givers.

Open, caring, authentic, transparent, vulnerable, and ever-growing.

Learn

We do not know it all, and none of us is as smart as all of us.

Share

We are willing to be open and vulnerable about the decisions that matter.

Give

We provide candid, constructive feedback without ego or hidden agenda.

Grow

We pursue better leadership, stronger companies, and better lives.

MEMBER PERSPECTIVE

“The guidance I got. The people I met. The wisdom they brought. Without it I wouldn't have been able to successfully sell my company for $50 million. At the center of it all is Alan.”

Eric Thomas CEO, Freedom Voice
MEMBER VIDEO TESTIMONIALS

Hear directly from the leaders in the room.

Every video card is clickable. Videos open inside a responsive dark lightbox, with close, outside-click, and Escape-key support.

Why this group is different not only the CEO.

Every member is selected for chemistry, caliber, contribution, and commitment to the group’s values.

Monthly Peer Forum

Full day session with 16 other non-competing CEOs. helping you with real decisions, opportunities, and challenges.

Monthly 1-on-1

coaching with Alan

Private coaching session-your agenda, your goals, and your life.

World Class Speakers

Interactive workshops with subject matter experts curated for your group.

Access to trusted peers in your industry around the globe

Attendance

75% minimum expectation

“You tell us what matters most — we track it until it’s done.”

FIT MATTERS

For leaders who want the truth, not validation.

Membership is selective because the value of the room depends on the character, caliber, and engagement of every member.

Likely a strong fit

  • CEO, President, or Entrepreneur
  • Company revenue of approximately $5M–$100M
  • High integrity and ambitious growth goals
  • Open to challenge and honest feedback
  • Committed to sharing and giving value
  • Ready for high participation standards

Not the right fit

  • Leaders who already “know it all”
  • Companies below the stated minimum
  • Vendors, consultants, or competitors
  • People unwilling to be vulnerable
  • Low-engagement or transactional members
  • Anyone looking for easy answers

Award-winning companies and leaders.

Members include finalists and honorees from respected business awards and growth rankings.

EY Entrepreneur of the Year Finalists

INC 5000 Fastest Growing

San Diego Fastest Growing 100

Best Places to Work

Most Admired CEOs

Most Admired Family Businesses

FREQUENTLY ASKED

Questions thoughtful leaders usually ask.

Every first conversation is confidential and without obligation.

Is everything confidential?

Completely. Confidentiality is the foundation of the group. What is said in the room stays in the room.

Members in Alan’s group report 3–10× return on annual membership investment, 25–40% EBITDA growth, and 10+ hours reclaimed per week within six months.

One full group day per month, plus a private 90-minute to two-hour session with Alan.

That is often a sign that you are the bottleneck. Members treat meeting day as the highest-leverage day on their calendar.

This adds the perspective of 16+ accomplished CEOs and Alan, revealing blind spots one advisor may not see.

CEOs, Presidents, and Entrepreneurs of $5M–$100M companies—no competitors and no vendors.

Vistage membership is not a cost. It is a meaningful investment. Let’s discuss the value.

MEET ALAN

Experience that understands the weight you carry.

I have founded and led six for-profit and five not-for-profit corporations, and I have served on numerous community boards.

I use my experience and life lessons to ignite, inspire, and transform leaders of leaders. I understand the responsibility you carry for your company, your employees’ livelihoods, and your family because I have carried it too.

Years coaching
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Years chairing
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Coaching hours
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Peer facilitation hours
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Vistage Master Chair
LEADERSHIP & COMMUNITY

Board service and awards.

Alan’s experience spans entrepreneurship, philanthropy, behavioral health, foster youth, and community leadership.

Boards & Organizations
  • Conrad Prebys Foundation — Incoming Board Chair
  • San Diego Social Venture Partners — Founding Partner and Volunteer CEO
  • Social Venture Partners International — Ex Officio
  • San Diego Grantmakers — Former Board Member
  • CRC Health division — Advisory Board Member
  • Just in Time for Foster Youth — Advisory Board Member
Awards & Honors
  • Center for Wealth & Legacy™ Inspiration Award
  • Individual Volunteer of the Year — Social Venture Partners International
  • Community Anti-Drug Coalitions of America recognition
  • San Diego North County Philanthropy Council recognition
  • San Diego Channel 10 recognition
  • National Philanthropy Day and community service honors
MEET ALAN

Start with one honest conversation.

Tell Alan about your business, the leadership challenges you are carrying, and what you want next. You will both decide whether there may be a fit.

No obligation at any step. The worst outcome of the first call is a good conversation.

MEET ALAN

Schedule a Conversation

Your information will be treated confidentially.