MASTERMIND GROUP FACILITATION BUSINESS PLAN

I. Executive Summary

Company Description

Based in Austin, Texas and launching in 2026, our company name evokes the idea of a structured, personal board of directors and reflects our mission to eliminate entrepreneurial isolation. We operate in the professional development and peer advisory sector, providing recurring subscription services with tiered memberships for Startup, Growth, and Executive-level leaders. Our core offerings combine a proprietary matching methodology and a network of expert facilitators to create exclusive peer advisory groups; this structured model is the product and the service. Our mission is to eliminate entrepreneurial isolation through peer advisory groups.

We deliver our memberships via a lean operations team and a robust technology stack that supports member matching, scheduling, and secure virtual and in-person sessions. The business targets U.S. small and midsize businesses generating between $2 million and $50 million in revenue, focusing on founders and senior leaders who need high-trust, recurring advisory support. Short-term goals: launch in 2026 and onboard initial cohorts; long-term goals: scale rapidly across the target SMB segment and establish recurring revenue leadership in the peer-advisory category. We differentiate on curated matching, professional facilitation, and subscription predictability.

Problem

Loneliness at the top affects U.S. entrepreneurs and business leaders of small and mid-sized businesses generating $2M to $50M. These leaders routinely lack a confidential, high-quality peer sounding board, which leads to costly strategic mistakes, missed market opportunities, executive burnout, and stagnant growth.

Existing options do not provide safe, structured, non-competitive peer environments or reliable matching and facilitation at scale. There is a clear need for a repeatable, subscription-based "personal board of directors" model that delivers confidential peer counsel and expert facilitation to remove isolation and improve decision quality.

Solution

Founders and CEOs of established SMBs face "loneliness at the top": they lack a confidential forum to vet ideas, solve complex leadership problems, and sustain accountability. We run professionally managed peer advisory groups that place curated, non‑competing leaders into coach‑led cohorts, combining cohort problem solving with a proprietary framework for goal setting, progress tracking, and peer accountability to convert discussion into measurable action.

One line: We turn executive isolation into a structured, coach‑led peer board that produces accountable, practical outcomes.

Mission Statement

Our mission is to empower business leaders to reach their highest potential by delivering the most curated, confidential, and impactful peer advisory experience in the United States. We overcome entrepreneurial isolation through facilitated collective intelligence and hold ourselves to radical transparency, deep trust, and measurable growth. We serve as the essential personal board of directors for ambitious founders and CEOs so leaders grow together, build stronger businesses, and strengthen their communities.

Key Success Factors

Our success rests on five interlocking operational and commercial strengths.

• Rigorous member vetting and matching to ensure high-quality group dynamics and long-term retention.
• Expert facilitation by certified coaches to maintain productive, value-driven monthly advisory sessions.
• Scalable recurring revenue with tiered pricing from $750 to $3,300 for financial stability and rapid growth.
• Strategic partnerships with VC firms and business organizations to supply a steady pipeline of high-quality leads.
• Robust technology stack including a custom CRM and community platform for a seamless, high-touch member experience.

Financial Summary

Brief financial snapshot for the Executive Summary of the Mastermind Group Facilitation business plan.

Financial requirements: Minimum cash $885,000 (Feb‑26); breakeven Jan‑26; payback 1 month; five‑year IRR 43.82% and ROE 51.4%.

Overall outlook: strong revenue growth, rapid breakeven, and high five‑year returns.

Funding Requirements

Raise $885,000 to cover $133,000 of 2026 capital expenditures and $752,000 of working capital through the Feb 2026 minimum-cash month; projected revenue is $919,000 in 2026, scaling to $30,089,000 by 2030 with EBITDA rising from $375,000 to $25,964,000.