top of page

Programs

  Business Owners
"War Room"

A coach led cohort program packed with years of proven techniques coupled with highly experienced fellow business owners which are extremely beneficial to business owner members.​

  • A confidential Peer to peer business owner setting covering value drivers/growth and scaling strategies/operational issues/other common owner's challenges

  • All members are required to sign Non-disclosure Agreements and are assigned aliases while participating in the room

Ongoing Peer mastermind Zoom meetings lead by a Certified Value Builder™

Groups are based on company size

(Limited group members)

This program includes the following Tools for members support:

    •  full access to Value Builder Score

    • An overview of the eight predominate value drivers that affect your business

    • Business Scaling strategies

    • Open discussion problem solving strategies for commonly experienced issues

    • video tutorials built sell radio podcast

    • Free value building E-Books

    • White papers

 

Contact us for more details on this program...
Financial Institution Support Programs

Our own Towne Square Program:

A unique program created to:

1) develop high net worth client relationships and build commercial client loyalty 

2) provide client support utilizing a proven algorithm derived from 65000

    businesses worldwide.

 

  • This program designed to build the institution’s business client base

  • Branded Business Tuneup program for preferred clients 

  • All promotional material is branded with the Institution’s name, logo and contact information 

  • Institution officers identify and provide “Preferred Clients” status for preferred Business Clients

  • Access to “Preferred Clients” Value Builder Scores and reports

  • Institution is provided the client report which is useful as a third-party business assessment 

  • Use of reports in supporting credit decision analysis and cross selling opportunities

  • Business Banker value builder education and training

  •  Value Builder Scores for business clients

High Net Worth Client Support Tool
Additional Benefits
  • A non-sales opportunity that introduces the Institutions Department Managers in the areas of commercial loan, Commercial Banking and Wealth Department to a cross section of clients at one time in a friendly setting. Tremendous way to build an open discussion repour 

  • Client appreciation is built as client’s business value is built

  • Builds Client Loyalty to Institution

  • Builds Commercial client portfolio

  • Builds client business referrals to institution

  • Cost Efficient education tool for bank staff  

  • Excellent resource which opens areas for discussion with clients

  • Institution branded tool can be a great marketing program

The Towne Square Program

  • We empower and enable the business bankers to quickly engage clients to talk about topics of interest of their business, to be an advisor vs. just a transactor of loans. Our program can be utilized as counseling tool for the business banker.

 

  • Using our algorithm program, the business banker can quickly identify specific needs of the business and can become important factor in increasing Loan Portfolio Quality

 

  • The algorithm program can assist business bankers in discussions with clients involving areas such as growth, expansion, or the acquisition of another business

 

  • Our system enables client discussions in areas of succession planning and preparation of exiting a business.

 Includes Free for Institution Clients:

A Monthly drip campaign consisting of:

  • Video Interviews with successful business owners

  • White Papers on company building value strategies

  • E-books

Plus:

No Cost Services available to qualifiable businesses through the

SBDC- Partnership Program in the areas of:

  • Business Plan Guidance

  • Virtual or on-site HR training 

  • HR record guidance

  • Financial Consulting

  • Process Improvement Consulting

  • Branding Consulting

  • Marketing Consulting

Financial Institution "Preferred Client"
              Program

10 clients per group - Program Length: up to 24 months

Client Bonuses

Free Resources for 1 year: 

  • Access to Value Builder System – (a $1200 value)

  •  built sell radio podcast

  • White Papers on company building value strategies

  • E-books

Plus: No Cost Services available to qualifiable businesses:  (SBDC-Strategic Partnership Programs)

  • Business Plan Guidance

  • Virtual or on-site HR training 

  • HR record guidance

  • Financial Consulting

  • Process Improvement Consulting

  • Branding Consulting

  • Marketing Consulting

Financial Institution Algorithm
   Based Support Tools

  • Decision Making Support tool

  • Business Banker management tool

  • Client support tool

  • New client development tool

Contact us for more details on these programs...
Customized Coaching/Advisory Program

For Those companies who want Coaching and Advisor application increase their companies value or who want to prepare their company for sale.

What you get:

  • Full access to The Value Builder System™:

    • The world’s leading cloud-based platform for building company value

    • Monthly video tutorials

    • Monthly value-building tools

    • 2nd In Charge Coaching

    • Business Prep for future sale

    • Succession/Exit Planning

    • Cash Flow analysis

    • Analysis on increasing Current Revenues /Financial Assistance Coaching

    • A professionally prepared business valuation utilizing one of the largest verified data bases in the country for previously sold similar businesses

    • Business Sales (Business Broker representation)

  • Designed for company owners with $1-10 million in annual revenue before the pandemic

Additional Advisor Services Available:

  • Business Valuation

  • Business Plan Guidance

  • Monthly KPI Analysis

  • Virtual or on-site HR training

  • HR record guidance

  • Financial Assistance Guidance

  • Cash Flow Analysis

    • Limited Accounts Payable Audit

    • Accounts Receivable Aging

  • Website Design

  • Social Media Advertising Coaching

Contact us for more details on this program...
1-on-1 Coaching/Advisor Services 

© 2023 by The Sterling Taylor Group. Proudly created by Social Logic.

Designed for individual business owners who want to fully integrate the Value Builder System into their business

What you get:

  • Full access to The Value Builder System™: 

    • Monthly videos of the 8 drivers of value video series tutorials

    • Monthly one-on-one meeting with your Certified Value Builder™

    • Monthly value-building tools

    • Monthly White Papers 

    • 2nd In Charge Coaching

    • Weekly built to sell radio podcast

  • Designed for company owners with $500K-$10 million in annual revenue pre-pandemic.
    Featuring the world’s leading cloud-based platform for building company value

     

Additional Advisor Services Available:

  • Business Valuation

  • Business Plan Guidance

  • Monthly KPI Analysis

  • Virtual or on-site HR training

  • HR record guidance

  • Financial Assistance Guidance

  • Cash Flow Analysis

    • Limited Accounts Payable Audit

    • Accounts Receivable Aging

  • Website Design

  • Social Media Advertising Coaching

Contact us for more details on this program...
bottom of page