Sage Executive Group Expanding to Include CFOs, Other C-Level Executives

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CEO peer advisory organization Sage Executive Group is adding membership options for finance, operating and other C-Level executives to join its collaborative program of coaching and problem-solving for key decision makers.


Sage Executive Group

It's been invaluable because I get advice from other local business leaders who are outside my industry.

Fast-growing peer advisory start up Sage Executive Group, which expects to more than double in size in 2014, is now expanding its membership options to include CFOs and other C-level executives.

Sage members, all chief executives of fast-growing private companies in the region, said they find the peer advisory meetings so valuable that they want to broaden the program to include other key executives in the collaborative process of problem-solving.

The new groups will be added later this year, and will be announced at that time.

Under the Sage process, the CEOs meet in groups of 12 with a facilitator, who serves as chairman and guides CEOs through discussions that relate directly to their businesses.

The facilitators are chosen because they have been successful CEOs in the past and bring their experience and expertise to the conference table. In addition, speakers with backgrounds in business offer real-world insights and valuable hands-on advice.

The 2-year-old, San Diego-based organization has emerged as a formidable competitor to similar groups in the region. The number of CEO members is expected to double by year-end 2014, along with the addition of finance, operating and marketing executives.

The median annual sales figure for a Sage member is $22 million, which is higher than competing organizations, so the membership is much more selective.

Members praise the sage process for helping to transform their business operations.

  • Steve Wagner, President and co-founder of Stone Brewing Co. in Escondido, said, "I'm a very hands-on business owner and I really like to be involved in everything. It forces me to look back at my business and think about it and what I'm doing in my life, the people I work with and what kind of satisfaction I get."
  • Greg Wells, CEO of Corporate Alliance in La Jolla Towne Centre, said, "You have a safe and trusted environment to process your issues, bring your assumptions and questions about your business and have these other CEOs focus totally on exploring and identifying your issues, challenges and opportunities. Sage helps you develop plans and strategies, and then you leave the meeting to go execute the growth that you are looking for."
  • Jennifer Miller, regional president and partner of ACCESS Destination Services in San Diego, said, "It's been invaluable because I get advice from other local business leaders who are outside my industry. I learn how they handle their businesses and have an opportunity to see how different business leaders interact with their teams and make day-to-day decisions to push their businesses forward."

About Sage Executive Consulting

Sage Executive Group establishes and operates peer advisory groups for CEOs, presidents, partners and founders of privately held businesses. The Sage process has been developed by leaders who have over 45 years of collective experience with CEO peer advisory groups. As a result, Sage knows what it takes to put together an effective and value-driven member experience. For more information, contact Sage at (800) 648-1063, or go to the Contact Us page at

Contact: Tom York,
Tom York Public Relations
Email: tom(at)yorkpr(dot)com
Phone: 858-775-4603

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