EO Cleveland SAP Guide

2024-2025

Strategic Alliance Partners

CATEGORY: FOUNDATION

Burton D. Morgan

Michal Marcus mmarcus@bdmorganfdn.org 330-655-1527

CATEGORY: BANKING

CATEGORY: STAFFING PARTNER

Carleton McKenna

Cápita Works

Christopher McKenna Managing Partner cjm@carletonmckenna.com 216-245-4937

CATEGORY: ACCOUNTING

Corrigan Krause

Aaron Apathy Director aaron@corrigankrause.com 440-471-0844

Adrián J. Romero Chief Expansion Officer 619-845 2155

CATEGORY: BANKING

First National Bank

Ronald Schultz schultzr@fnb-corp.com 330-348-6252

CATEGORY: MANAGEMENT

CATEGORY: GROWTH & LEADERSHIP

Focus CFO

Impact Architects

CATEGORY: LAW

CATEGORY: INSURANCE

McDonald Hopkins

NFP

Forest Bookman Area President f.bookman@focuscfo.com 440-773-4750

Ryan Neumeyer Member

Jim Haviland jim@impactarchitects.io 216-849-9963

Kevin Lurie Senior Vice-President

rnewmeyer@mcdonaldshopkins.com

216-348-5838

216-410-6751

CATEGORY: WEALTH MANAGEMENT

CATEGORY: EMPLOYEE MANAGEMENT

Sequoia

James K. Thompson Vice President, Family Wealth jthompson@sequoia-financial.com 234-466-1354

Venture

Mark Pallo Head of Partnership and Finance 724-815-5610

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BURTON D MORGAN Burton D. Morgan Foundation is a private foundation based in Northeast Ohio dedicated to advancing the principles of free enterprise and entrepreneurship. Established in 1967 by the visionary entrepreneur and philanthropist Burt Morgan, the Foundation’s mission is to strengthen free enterprise by investing in people and entities that embody the entrepreneurial spirit. Through a combination of innovative programs, purposeful partnerships, and strategic grantmaking, the Foundation nurtures entrepreneurs of diverse ages and stages.

One of the Foundation’s strategic focuses is supporting second-stage businesses, or scaleups, with revenues between $1 million and $50 million, as we recognize their critical role in sustaining economic growth, job creation, and innovation.

Morgan Foundation offers several scaleup programs at no cost to qualified second-stage business leaders.

• Burton D. Morgan Foundation partners with Edward Lowe Foundation to provide a variety of resources and tailored programs designed to spur the growth of second stage businesses. Some opportunities are held virtually, while others are conducted onsite at Edward Lowe Foundation’s idyllic Big Rock Valley property in Cassopolis, Michigan. Program options include: Leadership Retreats: Interactive sessions on site at the Big Rock Valley property focus on how leaders respond to organization and team change.

PeerSpectives® CEO Roundtables: Available in both virtual and in-person formats, sessions focus on enhancing leadership abilities and sharpening decision-making through peer interaction in a confidential arena.

The System for Integrated Growth (SIG)®: Conducted virtually, the SIG program enables second stage CEOs to work with a team of business experts who provide tailored information and best practices to help CEOs strengthen company infrastructure, enter new markets, and find new customers.

American Academy of Entrepreneurs®: This six-month mentoring program pairs seasoned entrepreneurs with business owners who have entered second stage more recently.

Entrepreneur-in-Residence: This three-day retreat enables business owners to step back, take stock, and recharge in Big Rock Valley’s inspirational setting.

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Legacy Council: This one-year program focused on succession planning helps exiting entrepreneurs focus on the next phase of their entrepreneurial journey.

Scalerator® is a six-month program offered in six places across the globe, including Northeast Ohio. More than 400 companies have participated to date, with 75% of participating companies increasing their growth by 25% or more following the completion of the program. Sessions focus on critical aspects of business operations such as HR, sales, and finance. Northeast Ohio businesses with $3M - $15M are eligible to participate in Scalerator NEO.

Michal Marcus 330-655-1527 mmarcus@bdmorganfdn.org

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EO Cleveland

CARLETON MCKENNA Whether a business owner is ready to exit their company, or in the early stages of succession planning, Carleton McKenna & Co drives execution of selling your business for the highest price, to the right buyer and with the right structure. We run effective processes for entrepreneurial-led, family-held and multi-generational businesses with values of $10 to $200 million ($2M to $25 million in EBITDA) looking for a 100% sale, or majority recapitalization (>50%).

Already in discussions with the ideal buyer? Just thinking about your options? Interested in a comprehensive process? We can help. We want to help! With over 500 transactions successfully closed, our team has the experience, network, and resources to maximize your valuation and optimize the fit of a transaction. And we do it for EO members with love! We love you and understand you because we also are an EO company, running on EOS, and grinding like crazy to knock the cover off the ball for our clients.

M&A Advisory: Our experts have over four decades of M&A experience. We primarily help business owners and shareholders execute sell-side efforts, which includes selling 100% or anywhere from 51-99% (i.e. taking some chips off the table and rolling-over into the next stage). (Limited availability for helping on buy-side due to resource intensiveness) Capital Raising: If you are a high-growth company looking for $5 to $50 million in debt or equity to reach your business goals, we can help find, structure, negotiate and close this capital.

M&A Market Test: Beginning with the end in mind, we show owners how buyers will view and value them in an M&A process. Live-fire buyer feedback clarifies what is currently possible (valuation, partner profile, structure and future role). (Limited availability) Strategic Advisory: Led by seasoned private equity professionals, we provide owners with ongoing expert guidance and coaching (“PE experience without selling equity”).

1. Understanding Transaction Structures to Align with Client Goals

3. How Buyers and Sellers Perceive Risk Differently

2. Identifying Strategic Opportunities During a Recession, Regardless of Exit Timing

5. Can an Owner Afford to Sell their Business? How to Make Sure Owners Are Ready

Christopher McKenna Managing Partner cjm@carletonmckenna.com 216-245-4937

4. What is the Importance of an Investment Bank

Nora T. Mahoney Managing Director ntm@carletonmckenna.com

Alexis M. Becker Vice President amb@carletonmckenna.com

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CATEGORY: STAFFING PARTNER CÁPITA WORKS A staffing partner for American entrepreneurs.

Our core focus: Helping entrepreneurs scale by leveraging high-performing nearshore virtual assistance.

We are a PEO (Professional Employer Organization) helping entrepreneurs run their businesses in a more efficient way by hiring high performance Virtual Assistance in the LATAM region.

The Cápita Works™ Advantage: • • • • • • • • •

Deal with a US entity.

Personalized recruitment process.

Same time zone, right at the border.

VAs are VIP. Training and development.

Running on EOS? No problem.

Impactful CSR programs.

No cutting corners.

Insured in the US.

Top Roles EOers are Hiring Right Now 1. Executive Assistant 2. Administrative Assistant 3. Project Assistant 4. Bookkeeper 5. Customer Service Rep 6. Marketing Coordinator 7. Developers/ I.T 8. Video Editor 9. Sales Support 10. Data Entry

Adrián J. Romero Chief Expansion Officer capitaworks.com 619-845-2155 6

EO Cleveland

Schedule a meeting to know more about our service, here:

Barbra Muñoz Head of Client Experience 619-996-9331 +52 664-115-1031

Mary Varano Marketing Manager

maryv@corrigankrause.com 440-414-6861 2024-2025 Strategic Alliance Partner Guide

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Ronald Schultz schultzr@fnb-corp.com 330-348-6252

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EO Cleveland

Greg Ferrazza ferrazzag@fnb-corp.com 216-536-2086

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CATEGORY: GROWTH & LEADERSHIP

IMPACT ARCHITECTS Impact Architects is a growth advisory firm. We work with growth-oriented companies and leaders to implement tools and establish disciplines that keep everyone in the organization focused and aligned and accelerate growth. Using business operating system frameworks like EOS® and 90os, clients can expect to grow at twice the market, valuations to increase by up to 40%, and the chance of failure by unforced errors to fall to near zero. Until you have an Intentional operaring system you have an accidental operating system.

Coaching, Education, Facilitation, & Software Business Operating System Implementation: Partners with expertise and credentials in EOS®, 90os, and now FirstOS (for start-ups) Scalable approach to implementation at any stage of growth or budget.

Implementation Services of Scalable Business Operating System (BOS) tools, Including: Integrated meeting agendas and meeting facilitation management Scoreboards and dashboard with Zapier Integration Long- and short-term planning Org Chart and Employee Feebpack Tools EO Special: Free Half Day Session to Map Your Business into Ninety & Start Your Journey: No Cost Data Import and Content Mapping No Cost Local In-Person Training Sessions No Cost Cohort Training Sessions

Get Your Numbers Right While almost every organization battles for Revenue, Profit, or Funding, the numbers that unlock those rewards are not always obvious. Depending on your industry, the stage of growth and your definition of success, you can learn to master the specific KPIs that predict and deliver success and communicate progress to all your stakeholders.

No More Bad Meetings According to Harvard Business Review, 71% of workers think meetings are unproductive or a waste of time. There is, however, a recipe for holding meetings that build team health, keep everyone aligned and productive, and provide time and opportunity for deep collaboration. Learn the proven practices that have helped thousands of companies have valuable, impactful meetings they love to attend.

Find Your Revenue Flywheel Learn 5 tools any business can use to establish their Sales & Marketing Engine that drives their Revenue Flywheel. This workshop brings together teachings from Jim Collins, Gino Wickman, and a long list of sales and marketing experts to help any business leader simply and focus revenue operations.

Jim Haviland jim@impactarchitects.io 216-849-9963

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EO Cleveland

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NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor that provides solutions enabling client success globally through employee expertise, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions.

Benefits and Life: Creating and servicing benefit plans that enhance employers’ ability to attract and retain talent and support diverse employee needs, as well as life insurance programs that help people protect their families and establish their legacies.

Property and Casualty: Addressing each client’s risks with solutions designed to protect every aspect of their business, including their operations, property, people and reputation.

Wealth and Retirement: Offering wealth management and retirement advisory expertise to help individuals and families preserve, protect and grow their assets as they prepare for their desired future.

Personal Insurance: Delivering solutions (beyond standard homeowners insurance) to cover a variety of personal property, including vacation homes, automobiles, watercraft, jewelry and art.

Sr. Vice President

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EO Cleveland

Al Yambor, CFP® Director, Family Wealth 234-466-1326 ayambor@sequoia-financial.com 2024-2025 Strategic Alliance Partner Guide

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CATEGORY: EMPLOYEE MANAGEMENT

VENSURE Vensure Employee Management is a full service PEO- an HR solution built specifically for business owners. Our offerings were created by industry veterans and are serviced by the top teams available in the U.S.

Employee Benefits: Vensure can provide your employees with a quality benefits package or work with your existing agent to provide the most value possible through your existing relationships.

Compliance: Protect your company, employees, and your customers with a quality safety and risk management plan. Our team of safety experts help you maintain compliance with all federal and state safety regulations.

Human Resources: The employee life cycle from the first to the last day of work can involve many ups and downs.

OneSource helps employers properly handle employee situations that arise to reduce the employer liability.

Payroll: Did you know that one out of three companies pay tax-filing penalties each year? By outsourcing your payroll service to Vensure, we take responsibility for these filings and decrease your per-check costs.

Recruiting: Whether you need to hire a few key people, or staff multiple locations, Vensure has the recruiting and staffing services to meet your needs. We can help you find, hire, and manage your workforce.

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Workers' Compensation: Our continually trained risk department help keep your workers’ compensation rates as low as possible.

•

HR & HR Technology Solutions

•

The Benefits of Outsourcing HR

•

Managing the Employee Lifecyle

•

Workers’ Compensation and Risk Management

•

How Benefits can Attract and Retain Talent

•

Managing a Remote Workforce

Mark Pallo mark.pallo@onesourceem.com 724-815-5610

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EO Cleveland

Don Hicks don.hicks@vensure.com 216-407-3749

Rockefeller

Wolstein

EOA Booster*

Annual Investment

$20k

$12k

$5k

Exclusive industry vertical – you own your seat without any competitors participating as SAPs during your term

Yes

No

Yes

Right of first refusal upon renewal term, if available (first come, first served)

Yes

No

Yes

Partner logo included on most chapter communications, including email, marketing, invitations and press releases (with links to Sponsor websites); introductions at chapter events

Yes

Yes

Yes

Invitations to monthly EO learning events

Yes (At least 12 per year)

Yes (6 total)

N/A

Invitations to a limited number of social events

4-6

3

No to EO events.

Yes to EOA social events.

Rare access to chapter private Forum meetings

Yes

Yes

N/A

Custom Partner event: Create a relevant learning event inviting all chapter members to attend (one per calendar year). Partner responsible for all content, venue and catering.

Yes

Virtual only

Yes

Highlighted in EO SAP directory/resource guide

Yes

Yes

Yes

Access to EO member list. Not for solicitation; for research only. Member names and company info only.

Yes

Yes

Yes for Accelerator

Invitation to participate in SAP-only Forum

Yes

No

N/A

Additional guest invites to EO learning events (employees, executives, clients, spouses etc.)

3

2

N/A

Contribution to quarterly SAP “insider information” newsletter highlighting your expertise

Yes

Yes

Yes

SAP Engagement and Celebration Event (including business development mastery briefing)

Yes

Yes

Yes

* EOA is our EO Accelerator Program. There are currently 27 EOAs in the program, all owning businesses with revenues between $250,000 and $1 million. The goal of the EOA program is to help EOA members break $1 million in revenue and “graduate” to full EO membership. The EOA “Booster” is available to Rockefeller-level SAPs only.

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EO CLEVELAND CHAPTER FACTS-AT-A-GLANCE

181 members

5.5 million median sales

4,118 total employees

24 years as a chapter

EO GLOBAL FACTS-AT-A-GLANCE

18,000+ members

62 countries

200+ chapters

13 new chapters launched last year

5,000,000 median EO member sales

294 on average EO member employees

4,100,000 total # workers EO members employ

30+ years as an organization

Events are also listed online, be sure to visit the events section of eonetwork.org often to see what’s new in our Chapter, Region, and Globally.

Through EO Cleveland, you will build the foundation to help you grow your business.

A chapter of the Entrepreneurs’ Organization, Cleveland EO is a peer-to-peer network of local business owners that help each other achieve greater success in business and beyond.

©2024 | EO Cleveland