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All of Our Clients Know Their Job Costs. In Real Time.
Grow Alongside Peers in Your Industry
We facilitate confidential Mastermind Groups for homebuilders, remodelers, real estate,
developers and commercial general contractors. Quarterly benchmarked financial statements show you exactly
where your business stands.
Three virtual meetings each year lead to a
three-day retreat on the beach in Mexico each February. Same industry. No competitors. Useful workshops. Professional CFO guidance and support. And peer relationships you'll wish you'd made sooner.
CONSTRUCTION CFOS, CONTROLLERS & BOOKRUNNERS
CAPITAL RAISING RAINMAKERS
PROJECT MANAGEMENT SOFTWARE EXPERTS
PEER GROUP FACILITATORS
Toes in the Sand. Eyes on Your Numbers.
White Sand and Warm Ocean Air Have a Way of Making the Path Forward Obvious.
NON-COMPETING
COMPANIES PER
GROUP, ALL IN
SAME BUSINESS
8 -12
FULL DAY BENCHMARKING WORKSHOPS HELD
VIRTUALLY (MAY, AUGUST
AND NOVEMBER)
3X
FULL DAY BENCHMARKING
WORKSHOP AND 2-DAY ANNUAL MEETING HELD
IN PERSON (FEBRUARY)
1X
2HRS
MONTHLY
INDIVIDUAL CONSULTING WITH YOUR GROUP'S FRACTIONAL CFO
ONE-TIME INITIATION
FEE (COVERS COST OF
CREATING STANDARDIZER
FOR YOUR FINANCIALS)
$4,800
MONTHLY COST, BILLED
TWICE ANNUALLY ON
JANUARY 1 AND JULY 1
($6,000 2X PER YEAR)
$1,000
5
CATEGORIES
CUSTOM HOMEBUILDERS
RESIDENTIAL REMODELERS
REAL ESTATE DEVELOPERS
COMMERCIAL GCS (USA)
COMMERCIAL GCS (MEXICO)
9
ACTIVE GROUPS
2X CUSTOM HOMEBUILDERS
2X RESIDENTIAL REMODELERS
2X REAL ESTATE DEVELOPERS
2X COMMERCIAL GCS (USA)
1X COMMERCIAL GCS (MEXICO)
A Note About What Makes Our Program Different
Our Program Focuses on Financial Fluency
Membership in our Mastermind Peer Group program is $1,000 per month, billed semi-annually. New members pay
a one-time $4,800 initiation fee, which covers the work of us creating our own version of your financial statements that standardizes them so they can be compared - apples to apples - against the others in your group. This standardization is at the heart of what makes our
program different. Our Mastermind Groups are built
around financial fluency: understanding not just what your numbers say, but what they mean. How your overhead is calculated, for example. And when and how it gets allocated to jobs. Where you're leaving money on the table compared to your peers, and where you're outperforming them. Four times each year, you'll receive benchmarked reports that answer the question most owners never get a clean, articulate answer to:
"How Does My Business Compare to Others Doing the Same Work?"
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