Scaling Up Foundations

Who this is for:

CEOs and their teams who want to put in place the foundation of a Scaling Up Operating System to jump start their top-line growth, drive ongoing profitability and strong cash flow, and increase engagement and accountability. *


Topics Covered:

Scaling Up or Leadership Alignment Assessment

Determine your readiness for a disciplined approach to growth and learn the critical factors to help you Scale Up successfully.


Cash Flow Story Analysis

Discover the key levers for improving cash flow and profitability.


Leadership Foundations

Create a team of “A Players”.


Strategic Financial Model for Profitable Growth

Get access to Cash by using the Simple Numbers™model.


Set Annual Initiatives + Quarterly Objectives (Rocks)

Determine the short term decisions to drive alignment and performance.


Establish and Practice Meeting Rhythms

Drive productivity with great execution powered by three critical meetings and six critical numbers.


Lay the Groundwork for Employee Engagement

Learn the 12 essential questions that reduce the time that the CEO needs to manage the day-to-day business.


Strategic Planning vs. Execution Planning

Understand the difference between the two and how they can help your business.

(NOTE: Two Day Annual Strategic Planning session can be done for an additional fee.)



Monthly meetings with Leadership team

Typically ranging from 3-4 hours.


Monthly Calls with the CEO

Scheduled 30-minute meetings.



You’ll always have access to CEO Think Tank® Library of Best Practices, Growth Institute Videos, Speaker Sessions and Thought-Leaders. Additionally, Ad hoc, unscheduled email and phone call support can be scheduled as needed.



$2,495 per month.  Initial “set-up” fee of $2,500 required up front, then billed by ACH monthly.

*Currently offered for companies located between Washington D.C and New York City and up to Albany, and as far west as Harrisburg, PA

**Monthly Fee Does Not Include: Leadership Assessments which are paid for separately by the company.

Other Offerings


Scaling Up Intensive

1 ½ days/month, 12 months

Scaling Up Foundations + QTR/Annual Mtgs, Leadership Dev

Learn More

Scaling Up Masters

2 days/month, 12-month accelerated Scaling Up program

Intensive + Business Model Canvas, Top Grading, Insights2020

Learn More

Leadership Development

½-2 Days Month, depending on program

Executive Team building, Leadership workshops and Coaching

Learn More

Executive Roundtables

½ day/month + individual coaching time

Community of like-minded leaders, Certified Coach, Scaling Up playbook

Learn More