Full and unlimited access to the above for your team either via live webcast or in person.
2. Execution Layer
Get Results Through Focused Action
Now that you have your written quarterly action plan, we’ll work with you weekly and bi-weekly to make sure you’re staying on track with the structured accountability and support to make sure you are executing on your plan and getting the results you want.
Bi-weekly private, one-to-one coaching sessions.
Weekly online accountability checks-ins (takes just 5-10 min. each).
Small group coaching sessions to troubleshoot challenges and accelerate implantation.
3. The Business Development Layer
Consistent Progress Towards Level 3
This is the detailed process we’ll take you and your team through called the Level Three Road Map™ so that step-by-step we help you build out the systems, team, and controls you need to successfully reach Level Three.
Customizable video training to coach your team in building your systems and controls.
Small group coaching session to use as needed to solve scaling challenges.
Full access to the complete Business Owner Success Library.
Meet Our Coaches & Advisors
In order to build a thriving Level Three business you need access to work with a coaching team who’ve done it themselves. After all, how can someone take you to a place they themselves have never been?
That’s why all our business coaching clients get to work directly with successful business owners who’ve personally built and scaled multi-million dollar businesses.
Over the past 20 years, we’ve helped business owners like you build a business you can one day sell, scale or own passively.
Our average client’s business has grown by over 32.4% per year.
Our average client increases owner-independence by 81.5%.
David Finkel helped over 100,000 Maui Mastermind clients buy, build, and sell billions of dollars of business assets. An ex-Olympic-level athlete turned business multi-millionaire, David is an American success story. He is co-author of, SCALE: 7 Proven Principles to Grow Your Business and Get Your Life Back, and one of the nation’s most respected business thinkers. A Wall Street Journal and Business Week bestselling author of over 11 business and financial books, his how-to business and financial articles have appeared in over 6,500 periodicals across the United States. David is Founder and CEO of Maui Mastermind.
Jeff Hoffman has started numerous companies and is Co-Founder of Priceline.com. He is a successful entrepreneur, proven CEO, worldwide motivational speaker, Hollywood film producer and producer of a Grammy winning jazz album. Jeff co-authored, with Maui CEO David Finkel, SCALE: 7 Proven Principles to Grow Your Business and Get Your Life Back. Jeff is a featured business expert seen on Fox News, Fox Business, CNN, CNN International, Bloomberg News, CNBC, ABC and NPR, and in publications including Forbes, Inc., Time, Fast Company and the Wall Street Journal.
Patty DeDominic built and sold several multi-million dollar companies. She founded PDQ Careers, an HR consulting company that provided executive search and staffing solutions to organizations like AT&T, University of Southern California, Children’s Hospitals, The Automobile Clubs of California, Arizona and Texas. She was named CEO of the year by the LA Business Journal, was inducted into the Women’s Business Owners Hall of Fame, is the former Chairperson of the Foundation for SCORE, and was the former President of the National Association of Women Business Owners.
John Seiffer has been an entrepreneur since 1979. He has started and run companies in retail, building services, and marketing a unique amenity to the multi-family housing market. In 1993 he left a company that he’d founded just 2 years earlier in Texas while he moved 1,500 miles away and ran it from New England. 22 years later the company is still supporting his life as a passive owner. His investment history includes real estate, startups and publicly traded companies.
John has a long history of helping other entrepreneurs, most recently through CEO Boot Camp. He started coaching entrepreneurs in 1994. He was the third President of the International Coach Federation and one of the first coaches to receive the designation of MCC (Master Certified Coach). He has also served as Entrepreneur in Residence for CTNext, on several advisory boards and as President of the Angel Investor Forum.
Stephanie Harkness launched and sat on the boards of numerous start-ups, guiding them to successful exits. She is the co-founder and CEO of Pacific Plastics and Engineering. The former Chairperson of the National Association of Manufacturers, Stephanie is one of only three people to receive the Medal of Freedom award from the National Association of Manufacturers (the other two recipients were Henry Ford and Ronald Reagan). She earned the “National Woman Business Owner” and Wells Fargo Bank’s “Outstanding Entrepreneur of 1998” awards.
Ed has spent much of his career working in Business Operations for large national lenders, such as Countrywide and Bank of America. Ed worked as a Sr. Risk Analyst and Sr. Credit Auditor during the boom years in the mortgage banking industry. With the major shifts that occurred in banking, Ed was drawn to opportunities as a Sales & Marketing consultant. Drawing upon his years of experience in the banking industry, his understanding of the credit markets, and sales techniques he had developed as a mortgage banker, Ed focused his consulting business on working with small businesses to identify growth opportunities, then refining the sales & marketing systems needed to capitalize on those opportunities in the highly competitive home remodeling and consumer lending industries.
Ed’s mission, as a member of the Maui Mastermind team, is to work with business owners to transform their businesses into fully-integrated, systems-based companies that generate maximum value for the owners to support their lifestyle or to position their companies as a high value asset for strategic acquisition at an industry leading multiple. Ed firmly believes that, through the use of leading edge business development tools and world-class mentorship, small business owners can transform their companies into truly systems-based businesses that are scalable and that deliver more value and joy of ownership, whether the owner intends to sell, scale, or own the business passively someday.
Sid Zagri owned and operated three highly successful businesses. He is an expert in professional sales, marketing and business development and is all about helping people reach new heights in business and life. His first sales mentors introduced him to sophisticated methodologies, including methods derived from Neural Linguistic Programming (NLP) and behavioral sciences. Sid's experience in growing high performance sales teams as well as leveraging resources to empower strategic partnerships gives him the knowledge, know-how, courage and compassion to elevate any sales and marketing organization to exciting new heights. Sid is also about giving back to the community, he has run a non profit dedicated to child empowerment, run his own martial arts school and enjoys practicing, teaching, demonstrating and competing as a black belt martial artist in Los Angeles, CA. Sid is the Vice President of Business Development & Enrollment at Maui Mastermind.
Steve Maxwell has been a successful business owner of multiple companies since he left his high-tech corporate position at Intel over a decade ago. He’s been featured in Readers Digest and is one of nation’s expert on helping business owners systematize their companies so they can sustainably scale.
In his investing life he moved from initially investing in dozens of single family homes, to financing private notes as a hard money lender, to today, where Steve focuses on investing in large commercial real estate projects.
Steve has a real passion for helping business owners succeed financially and reach their goals. He’s been a Senior Coach with Maui Mastermind, one of the premier business coaching companies in the world, since 2010.
Gene Sinser has done what every entrepreneur wants to do – used his business success to create a life where he gets to do what he loves without concerns about generating revenue from his activities. He started off as a division manager for a Fortune 500 company where his 200 person sales force generated over $50 million of annual revenues, and left that in the mid-80’s to build a very successful retail business which he sold in 2000. Since that time Gene has donated his time and talent to help arts groups and working with coaching small business owners to grow their businesses.
Ralph Flores utilized his education in computer systems analyst skills to approach business and life challenges with meticulous and methodical planning strategies. As a former award winning restaurant owner turned master mentor, Ralph’s passionate objective and goal is collaborating with clients with the utmost confidence of trust. His approach leads to the use of peak performance strategies that enable clients to live up to their full potential and achieve their next level of business success.
Mike McCormack grew his thriving real estate brokerage company into over 300 agents. He has developed numerous residential and commercial projects, included a 44 story mixed use residential commercial property in Honolulu’s downtown waterfront. Mike is an international adviser in the area of investor relations. He is also a longtime leader and member of the Young Presidents Organization.
Doug Crawford is a U.S. Military Veteran and an accomplished business leader who has led turn-around and strategic innovation efforts at Magellan Geographix (Maps.com), Vicinity Corporation (MapBlast, acquired by Microsoft - Bing Maps) and Digital Map Products. These successful companies’ digital maps and spatial data are used by Google, Zillow, MLS and over one hundred government agencies. Doug has also served in the United States Army Honor Guard, U.S. Library of Congress, Navy League of the U.S. and on the board of ABC-Clio, where helped grow the company through the pioneer-stage of the Internet.
Nola Force has been a sole proprietor, sole stockholder of a CA corporation, a general partner, the general partner of limited partnerships, CEO of an alternative energy company, and Director of Marketing for a California write-once technology company. Nola has owned three companies in Santa Barbara, CA, for over two decades. She specializes in training in finance, marketing, sales, land development, construction management, syndication, negotiation, and mediation.
Phil Wofford, PMP, MBA, PE, CMfgE has a broad background in Start-Ups, Operations, Finance, Supply Chain, Quality, HR, IT Systems, Engineering, and Real Estate. As a Maui coach he focused on high growth owners and management teams. Phil is a partner and member of the board and helped build an INC 5000 business, providing claims management services to hospital clients across the US. He served in various capacities as CEO, CFO, CIO and “do whatever it takes” roles during the rapid expansion of this successful business that experienced double digit growth year over year! Phil has extensive start-up experience with international firms establishing first time business operations in the USA. He developed projects from start up to full operations for four international firms, serving as the “Shadow President” or ranking American in these operations. These firms included the first U.S. operations facilities for Suzuki (ATV’s - Japanese), LG (solid surface materials - Korean), VTS America (equipment manufacturing - European) and YDK America (electronics service firm - Japanese).
Phil has also been involved in real estate in single family and commercial renovations, acquisitions, short sales and bank financing transactions for real estate. He is a founding Director of The Cambridge Fund (real estate investment fund) and the North Metro REIA (Real Estate Investors Association). Phil believes in helping develop systems and procedures that will assist businesses in growing to the next level by translating strategic goals into daily focus. He provides coaching and accountability tools for the management team. Phil is an Honor graduate in Engineering from Georgia Tech and has an MBA in Marketing/Finance from Berry College. He has also been certified as a Project Management Professional (PMP) and a LEAN SIX SIGMA GREEN BELT. Also a registered Professional Engineer (GA) and Certified Manufacturing Engineer. He is an active member of the start-up community in Atlanta, serving as an advisor to several future growth firms.
Rebecca Williams worked with the Malcolm Baldrige National Quality Program criteria as an Internal Assessor and External Examiner. She built a career working with service based start-ups and managing organizational change. She has a passion for identifying transformational opportunities through innovation and quality improvement. She specializes in strategy planning, leadership, human systems, culture development, program design, training and development, and organizational design; with a specific eye on implementation and results oriented metrics.
Rob and Patrice Mabary
Rob and Patrice Mabary are serial entrepreneurs who have started, managed, purchased, grown, and sold numerous small businesses in the areas of consulting and medical education for physicians. They presently own about seven Level 3 businesses, all of which are profitable, and employ about 100 people.
Kevin Bassett is the founder and CEO of Bassett and Byers, P.A., a mid-sized CPA firm that specializes in working with high net worth entrepreneurs. A published author, Kevin is himself a “Level Three Business Owner” of a successful payroll company and his CPA firm. Over the years Kevin has worked with billionaire clients to corporate clients, helping them with Preemptive Tax Strategy™ and outside financial planning for businesses and business owners. He’s been a featured speaker at business and investment groups and conferences across the United States, and he’s been a Maui Advisor since 2007.
Bill Shopoff, founder and CEO of The Shopoff Group, has orchestrated the purchase and resale over $1 billion of real estate assets from residential developments, to multi-family, to commercial properties. As a business owner Bill has had the opportunity to share his passion and vision for entrepreneurship with tens of thousands of business owners across the United States. He’s been a Maui Advisor since 2006.
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