The Company
Surge & Grow
ABOUT
Wherever you are,
we help you grow. Profitably.
Explore The Results
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Surge and Grow is a
flexible program

designed to take CEO's and their teams from a "Founders Mentality" to accelerated growth mindset. By combining one on one mentoring from our experienced practitioners and prestigious university faculty with peer learning insights from other CEO's and c-suite teams, we help executives develop a personal step-by-step action plan to SURGE through individual challenges.

Every participant leaves with custom roadmap for growth, based on their industry, numbers and challenges. The program culminates with developing a personal step-by-step action plan to surge through your unique challenges. 

You’ve grown your business to the $5M, $10M, or $20M mark. Now it’s time to scale. With our expertise growing thousands of businesses, we move CEOs and executives from a “founder’s mentality” to accelerated growth mindset. Through lessons with our prestigious faculty and insights from other c-suite teams, we give businesses a custom roadmap for growth for their numbers, challenges and industry. Join us and get the step-by-step plan and resources to surge through your challenges and scale.

Park City
Utah
Fall 2021
Houston
Texas
2021
Southern
California
2021
85% of our clients report profitable growth +
Annualized profit increase of 8%
90% of CEOs attracted new talent and increased employee retention

Participant Revenues

55%
LESS THAN $50M
25%
BETWEEN $50M-$200M
20%
GREATER THAN $200M

Problems we solve

As a company transitions in growth, firms face the following challenges
TALENT

Does the owner have the “right people on the bus” for the future? Your first employees had the right attitude and skill set–but do they have the right skills to help you scale now?

OPERATIONS

When volume/orders increase, systems may be stretched. You can’t just turn up the volume on existing processes. You will need to reengineer or create new systems to meet the new demands, and train your people to follow the new processes.

CUSTOMERS

You may be moving beyond your current customers to new and different markets.  Should you keep your old customers? Upgrade them? How do you forecast revenue and profit in this dynamic environment?

" I liked the hybrid approach of Surge and Grow; online combined with in person was extraordinarily helpful. I have never experienced that approach before. "

- Amy Sherwood COO, IAAP, Portsmouth, NH

Program Details

As a company transitions in growth, firms face the following challenges
WHO SHOULD ATTEND

CEO’s and/or COO’s, CFO’s, Marketing and Sales Officers, Chief Technology Officers. Minimum Revenue $5M. Ideal for companies scaling and growing.

FORMAT

A flexible six week program designed around your unique challenges and schedule. Online “live” webinars combined with traditional face-to-face workshops.

Week One: Online: Moving from Founder to CEO Week
Two: Online: Customer and Sales Strategy Week
Three: 3 Day Face-to-Face Program offered at locations around the USA
Week Four: Work on action plan  back home
Week Five: Online: One on One Consulting with your Advisor TeamWeek
Six: Online: Small Groups present their “Action Plan”

INDUSTRY PARTICIPANTS

Construction
Industries
Professional Services
Industries
Health Care
Industries
Technology/Software
Industries
Retail
Industries
Consumer Products
Industries
Engineering/Design
Industries
Staffing Services
Industries
Logistics
Industries