Unleash YOUR True Potential

FindYour circle

Most business owners don’t lack ambition… they lack new perspectives and trusted peers.

An Executive peer group for business owners who refuse to operate alone

Apply Now

this is not a program for everyone.

that’s the point.

why the owner’s circle exists

Running a business eventually becomes isolating.

  • You can hire advisors.

  • You can consume content.

  • You can attend events.

But very few environments offer:

  • Intelligent peers at a similar level

  • Honest challenge without ulterior motives

  • Structured, facilitated conversations

  • Accountability that actually sticks

Most “masterminds” fail not because of bad intentions—but because they lack standards, facilitation, and depth.

the owner’s circle was built to solve that.

What this circle is designed to provide:

  • a protected room where confidentiality is enforced and contribution is expected

  • structured conversations that help you make real decisions

  • peer challenge from owners who understand the weight of leadership

  • A consistency that creates momentum over one-off insights

  • facilitation that prevents dominance, drift, or group think

This is not about motivation or hype. It is about clarity, leverage, and disciplined thinking.

You won’t be told what to do. You will be challenged to think better.

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 owner’s circle is designed for:

  • Established business owners and operators

  • leaders carrying real responsibility - not hypotheticals

  • people who value candor over comfort

  • owners who want insight from experience

  • those willing to challenge and to be challenged

this is especially valuable if:

  • You are the final decision-maker

  • you feel the weight of strategic choices alone

  • you want a room that sharpens your thinking, not flatters it

Click to Apply Now

THE OWNERS CIRCLE Is NOT for…

  • Early-stage founders looking for tactics

  • People seeking coaching or step-by-step instruction

  • Anyone unwilling to contribute thoughtfully

  • Sales-driven networkers

  • Those looking for passive content consumption

This is an environment built for serious owners led by operators who:

work closely with business owners across industries

see the patterns behind growth, stagnation, and burnout

know the difference between a pep talk and a peer group

the owner’s circle is designed intentionally by facilitators dedicated to helping you grow

  • 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.

  • 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.

    With a lifelong career in sales and a knack for developing successful business strategies, Zach Jones has carved a niche for himself in the entrepreneurial ecosystem. His journey through various 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.

    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.

What’s In a membership?

THE OWNER’S CIRCLE Monthly Sessions

This is the core of The Owner’s Circle.

Along with 5-7 qualified peers, you’ll meet once a month for a half day session to dive deep into each member’s challenges, to explore solutions and opportunities, make an action plan, and to hold each other accountable on the path to attain your desired results.  Each Circle follows a structured rhythm that balances engagement, education, empowerment, and execution.

Edgewater Academy (Online Hub)

Membership includes Edgewater Academy—our private online home base. It’s a community and a library: short, useful modules, tools, and frameworks for owners who prefer solutions over scrolling. This is where resources live, conversations continue, and momentum doesn’t vanish between meetings.

Quade circle network access

When you join The Owner’s Circle, you’re not just connecting with a cohort—you’re becoming part of a curated executive peer environment built for serious business owners.

We believe strong peer rooms thrive with a strong external network. That’s why we’ve partnered with the Quade Circle Network. Your membership includes access to select Quade Circle Network events and their broader community—expanding your relationships and exposure beyond your core cohort without diluting the standards of your primary room.

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 business owners to enhance this unique opportunity.

for real owners, by real owners

THE OWNERS CIRCLE leadership team are mission-driven servant leaders with a wealth of real world business experience that are ready to dive deep on your hurdles and goals to create actionable steps toward success.

Discretion and Privacy are assured

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 educators

Access the shared expertise of carefully selected, high-achieving experts, peers, and consultants 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.

how THE founding circle will be Different

THE OWNERS CIRCLE has a big vision and intentional design to ensure an experience that's refreshingly different from the usual industry norms, and to grow an impactful network of business owners who know the power of consistent collaboration. With that said, communities need leaders and time to grow. We are seeking members who understand you aren’t just joining a group - you are helping build one worth staying in. Founding members will enjoy the following:

  • Direct access to The Owner’s Circle Leadership Team

  • Influence in the group’s discussion standards and group norms

  • Recognition as a founding member in cross-cohort events and content

  • Discounted membership

  • A deeper relationship with peers from the start

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. Submit your information to get started

Fill out the simple contact form here and we will reach out to start the process.

2. Alignment Call

First, we will schedule a quick alignment call and make sure The Owner’s Circle is what you are looking for. This is 30,000 ft. overview stuff to make sure digging deeper is worth your while.

3. submit application

If it is, we’ll ask you to fill out a more robust application. 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 dedicated to full confidentiality and are here to help - we use this information to ensure your circle is a good fit for you and your goals, and to understand how you might contribute to your peers’ journeys in the group as well.

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

Our Coaching Team carefully reviews your submission and follows up with next steps within 3 business days.

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

If your application is accepted, we will invite you to an Exploration Session to truly begin your Owner’s Circle journey. Exploration Sessions allow us to get to know you better, answer your questions and make sure you know how to use all of the tools at your disposal while in The Owner’s Circle.

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, and ensures members hit the ground running once they are introduced to their circle.