Unleash YOUR True Potential

with the Exclusive Mastermind

where exceptional leaders just like you achieve…

FREEDOm |FULFILLMENt |FINANCIAL SECURITY

are you ready to take the leap from

exhausted to energized?

Are you struggling with:

  • Consistent Scaling?

  • Exhaustion?

  • An Invisible Ceiling on Profit?

  • Having an Impact?

  • Uncertainty of Direction?

  • Losing Passion?

you are not alone! Successful Business Owners Need:

  • Reliable Decision Making

  • Qualified coaching

  • A Network of trusted peers

  • A Culture of Continuous improvement

You are a Successful and experienced Entrepreneur.

The entrepreneurial journey can often be challenging, isolating, and daunting. But it doesn't have to be

you know you and your business are capable of more…

but you are STUCK and unsure how to spark that next step

How do you move forward from here?

By Joining us in the owners circle

it’s time to Engage with a selectively curated community of peers who share your mindset and passion to take your business to the next level. to Immerse yourself in an unparalleled educational atmosphere. To hold yourself accountable to the gravity of your vision. to Utilize tested, tangible tools, tactics, and blueprints that will elevate your business and personal life to the heights you've envisioned.

Harness the power ofyour circle.

PeopleProcessProfitPerspective

Why Choose the OWner’s Circle?

There is no shortage of advice, strategy or information out there in our modern world. In fact, it is the opposite. There is so much content available to entrepreneurs that it can be tough to find the gold through all the glitter.

Experience makes the difference, which is why The Owner’s Circle is curated and facilitated by people who have real experience to share, and a track record of bringing out the best in the assembled mastermind to enhance this unique opportunity.

for real people, by real people

THE OWNERS CIRCLE leadership team are mission-driven servant leaders with a wealth of real world business experience that understand the difference between a pep talk and a coaching session. They are ready to dive deep on your hurdles and goals to create actionable steps toward success.

Discretion and Privacy are assured within the OWNER’S CIRCLE

Every member of THE OWNERS CIRCLE enters into a binding confidentiality and non-disclosure agreement to ensure privacy. Any breach results in irrevocable membership termination.

a Selectively Curated Coalition of Entrepreneurs

Access the shared expertise of carefully selected, high-achieving entrepreneurial peers within THE OWNERS CIRCLE. Benefit from inventive, unconventional insights and new viewpoints instead of the narrow "echo chamber" mindset of a single-industry focus

Cultivating Mutual Support and Commitment

Build invaluable connections with like-minded individuals who will be your dependable OWNERS CIRCLE and Accountability Partners. You become stronger by teaching others your own skills, talents and unique perspective.

In essence, if you are prepared to shift from your current state to where you are destined to be, by:

Amplifying your positive influence.

Sharing your unique talents with the world, all while

crafting a life you're truly passionate about.

it is time to apply to the owners circle!

  • Brook Gratia

    Co-Founder | CEO | Accounting Specialist

    Brook Gratia is the President of Edgewater Tax Group and has over 25 years of experience assisting organizations in improving their financial processes and streamlining the preparation of financial reports. Brook has worked with KPMG and the Department of Defense to enhance business flow and efficiently prepare the Army's financial statements. She has also worked as the CFO of an international non-profit organization strategically positioning the multi-million dollar operations for growth.

    Most recently, Brook has taken her financial expertise to small business owners to help alleviate the stress of financial uncertainty. Working with them to determine the best avenues for financial and personal growth.

    Brook and her better half live in Indianapolis with their two high energy boys. She enjoys a good hike, a well written book, and experiencing all the joys traveling to different places entails.

  • Paul McCoy

    Co-Founder | Course Director | Operations Specialist

    Paul McCoy is a seasoned business achiever with a wealth of experience spanning over 25 years. His journey began as a mechanical engineer but quickly evolved into a multifaceted career. He's tackled everything from engineering conceptual designs to spearheading greenfield industrial sites for aerospace components. Paul's expertise extends to business improvement initiatives and expanding markets globally for naval marine products.

    Beyond the corporate world, Paul is on a mission to empower small businesses. He focuses on enhancing operational efficiency, enriching the lives of business owners, and boosting the bottom line. His "four pillars" approach, emphasizing people, process, profits, and perspective, guides his work. As a certified Business and Executive Coach and a Certified Innermetrix Consultant, Paul brings practical solutions to his clients. He is also a Mental Performance Master, bridging the gap between sports and business, recognizing the importance of mental performance in both arenas. Furthermore, Paul is deeply involved in his community, serving as the board treasurer for Communities in Schools of Indiana and coaching with the Zionsville High School Rugby Club.

    Paul McCoy's rich career journey, combined with his dedication to empowering businesses and his community involvement, makes him a dynamic force for positive change in both the corporate and entrepreneurial worlds.

  • Zach Jones

    Co-Founder | Facilitator | Business Development Specialist

    Zach's path to The Owners Circle started with an academic background in Public Relations and Communications, coupled with his focus on Conflict Resolution and Organizational Management, providing the solid foundation for his work that made him into an avid people person.

    With a lifelong career in sales and a knack for developing successful business strategies, Zach Jones has carved a niche for himself as a leading figure in the entrepreneurial ecosystem. His journey through various pivotal roles, including Client Liaison, Payroll Operations Manager, and Director of Business Development, has been marked by his ability to consistently create effective messaging, pipelines, and processes that propel multimillion-dollar companies to new heights.

    Zach's passion to make a difference extends beyond the business world, where he sits on the Board of Directors for The Center for Victim and Human Rights.

    Zach is dedicated to amplifying the impact of entrepreneurs who are poised to make significant contributions to the world, driven by the conviction that transformative ideas can and should be nurtured to their full potential.

    As a co-founder and principal facilitator of The Owners Circle, Zach brings his vast expertise in sales, messaging, and more to the forefront, guiding entrepreneurs through the intricacies of business development. He is dedicated to shaping the program's direction and ensuring that it serves as a powerful platform for entrepreneurs with world-changing ideas.

What’s In a membership?


Enjoy valuable interactions with YOUR Coaches, cohort, and community partners in THE OWNERS CIRCLE. Reap the rewards of wide-reaching and impactful networks, and gain insider knowledge of pathways to success with clear actionable steps, including:

  • Advanced Sales, Marketing, and Business Development Techniques

  • Mastery of Acquisition and Exit Strategies

  • Techniques to Streamline Processes and Develop Useful Metrics

  • Tactics to Scale Your Business Consistently and Intentionally

  • Systems that helps you find and retain your superstar talent. 

  • Practices to develop mental resilience

  • Methodology to optimize financial performance

THE OWNERS CIRCLE intensive Sessions

Paired with a coach, you’ll meet twice a month for 60 minutes to do a deep dive into your business’ roadblocks and begin to create a road map to attain your desired results.  This creates the foundation for pairing you with an effective and powerful mastermind group.

Months 1-3

Months 4-10

Guided by an accredited THE OWNERS CIRCLE Facilitator, you'll convene monthly (typically via Zoom) with 4-8-member peer groups for a structured 90-minute session. These Advisory Board & Accountability Workshops are designed to:

  • Revisit and assess progress on your set goals

  • Overcome procrastination, complexity, and the trap of perfectionism – the chief adversaries of action

  • Resolve bottlenecks that are hindering your business and personal growth

  • Engage in creative problem-solving and uncover new possibilities

  • Share challenges and triumphs – acknowledging setbacks and celebrating victories together!

Exclusive Access to our Members-Only THE OWNERS CIRCLE Community Platform

This private portal serves as your gateway to continuous engagement with the Owners Circle community. It's a secure environment to forge connections with high-caliber entrepreneurs and business innovators for collaboration, idea exchange, opportunity exploration, problem-solving, or swift responses to immediate, pressing inquiries.

Exclusive Owner Circle Retreats in Stimulating Locations

  • Join experts and peers in a workshop setting that explores impactful topics that add to the Owners Circle Tool belt that forms a treasure trove of resources for business and personal growth.

  • Engage in deep-dive discussions and strategy development.

  • Learn and apply groundbreaking business strategies

how THE OWNERS CIRCLE Promises to be Different

THE OWNERS CIRCLE plans to ensure an experience that's refreshingly different from the usual industry norms, with the following proclamations:

  • Professional and supportive personnel who are there to help everyone achieve greatness.

  • No Monopolized Discussions - Every voice is valued equally, preventing the usual few from overshadowing group dialogues.

  • Everyone has a voice and a valid perspective.

  • We maintain professionalism in our language, respecting all members.

  • No Time Wasted - Every moment spent within THE OWNERS CIRCLE is designed to be valuable and impactful.

  • As YOU leave the retreat YOU will be armed with clear direction as to what you need to do to succeed, with the tools to help you achieve and a support structure to achieve it.

MEMBER Requirements

Business or Executive Leader

You have an open mind

You’re ambitious

You believe that this is a forum that you can thrive in

You are willing to learn

You are committed to working hard

THE OWNERS CIRCLE Is NOT for YOU if…

  • YOU are not prepared to invest in your future

  • YOU are not able to learn from others and make changes based on advice you

  • YOU are not prepared to listen to and communicate with the group in a respectful manner

  • YOU are not able to take accountability for your own actions

  • YOU are here to “crush the competition”

  • YOU have a scarcity mentality

  • YOU do not practice (and commit to) reciprocity

HOW TO find your circle

NEXT STEPS

We’ll just say it. The Owner’s Circle is a big commitment. But big commitments make big impact and allow for big changes.

If you’re still reading, here’s how it works…

1. Complete the Application

Fill out the application form as honestly, accurately and completely as you are able. The more information you provide, the better. Don’t be concerned if a question makes you unsure or touches on a stressful subject - we are here to help, and use this information to ensure your circle is a good fit for you and your goals.

2. Coaching Team Reviews Application (up to 3 business days)

Our Coaching Team carefully reviews your submission and follows up with an invitation to an Exploration Session.

3. Exploration session (in person or remote) with a team member

Exploration Sessions allow us to get to know you better, answer your questions and ensure you are a good fit for The Owner’s Circle. If so, you will be invited to one of our monthly social mixers as a guest, before you make the decision to join.

This 1 on 1 workshop is designed to develop our sense of how you learn, how you work, how you communicate, where you are excelling, and where there is room to grow. Even if you decide The Owners’ Circle is not for you, we hope you leave this session with valuable takeaways.