Alan Sorkin | Private CEO Advisory Group
Private CEO Peer Advisory Group
For leaders building, scaling, or preparing to exit high-growth companies. This confidential room helps accomplished CEOs make better decisions, strengthen leadership teams, increase enterprise value, and lead without carrying every major decision alone.
“Vistage member companies average 21+ years in business while most US companies fail within five.”
- Invitation Only
- High Integrity
- Confidential
- Membership by invitation only
- Growth Focused
Being the CEO is the loneliest job in the building.
“It’s only because I had the privilege of being in that room from day one of my CEO journey that I understood it’s lonely at the top. You can’t always ask your management team for advice. When you can ask a peer for help, that wisdom is priceless.”
Dan Yates CEO, Endeavor Bank
You understand the business. But who truly understands you?
For leaders building, scaling, or preparing to exit high-growth companies. This confidential room helps accomplished CEOs make better decisions, strengthen leadership teams, increase enterprise value, and lead without carrying every major decision alone.
Members make better decisions for their companies, families, and communities—while creating more time and a better life.
Personally
- No one I can trust
- I'm Working Too Hard
- Not Having Enough Fun
- I'm Not Financially Independent
- I'm Indistinguishable From my Competition
My Business
- Too Few A-Players and Weak Middle Management
- Too Many Unengaged Employees
- Poor Employee Engagement & Poor Retention
- Lack of Accountability & Lack of Urgency
- Too Many Operational Inefficiencies
Real leaders.
Real outcomes.
The group tells members what they need to hear, not what they want to hear. The result is faster decisions, better hires, earlier problem-solving, stronger companies, more time, and value that compounds.
Built the team, culture, and systems required for scale and a successful exit.
$50 Million Exit
A scientist-entrepreneur turned strategic clarity into an exceptional outcome.
$4,000,000 to $11,000,000 EBITDA
Achieved in approximately three and a half years.
2x: Less is More
Member companies doubled and tripled revenue in short growth windows.
3x Revenue
Member companies doubled and tripled revenue in short growth windows.
The Vistage Experience: Accountability that Sticks.
You identify what matters most. Alan and the group track it until it’s done
Monthly Peer Forum
Full day session with 16 other non-competing CEOs helping you with your biggest opportunities, decisions, and challenges
Private Coaching with Alan
A 90-minute to two-hour monthly session—your agenda, your goals, your blind spots, and your whole life.
World-Class Speakers
Interactive workshops with curated subject-matter experts who challenge conventional thinking
Global Peer Access
Trusted connections to leaders and resources across the wider Vistage community.
Attendance
75% minimum expectation
The Vistage Experience: Accountability that Sticks.
You identify what matters most. Alan and the group track it until it’s done
The day you spend with this group is where the bottleneck gets fixed. A disciplined monthly rhythm combines peer intelligence, coaching, experts, and accountability.
01
No trusted sounding board
Your team needs certainty. The group gives you a confidential place to test assumptions before consequences become expensive.
02
Private Coaching with Alan
A 90-minute to two-hour monthly session—your agenda, your goals, your blind spots, and your whole life.
03
World-Class Speakers
Interactive workshops with curated subject-matter experts who challenge conventional thinking
04
Global Peer Access
Trusted connections to leaders and resources across the wider Vistage community.
05
Accountability That Sticks
You identify what matters most. Alan and the group track it until it is done.
I don't have a day a month for this
The day you spend with this group is where the bottleneck gets fixed. A disciplined monthly rhythm combines peer intelligence, coaching, experts, and accountability.
If your calendar cannot absorb one day, it is often because you are the bottleneck: underwriting deals, managing projects, or covering for a hire that did not work out. The day spent with the group is where that gets fixed.
Members consistently say the meeting pays for itself many times over through faster decisions, better hires, and costly problems avoided before they become six-figure mistakes.
You do not need more hours. You need better decisions.
Learners. Sharers. Givers.
Open, caring, authentic, transparent, vulnerable, and ever-growing.
We do not know it all, and none of us is as smart as all of us.
We are willing to be open and vulnerable about the decisions that matter.
We provide candid, constructive feedback without ego or hidden agenda.
We pursue better leadership, stronger companies, and better lives.
A private advisory board built around your real decisions.
The day you spend with this group is where the bottleneck gets fixed. A disciplined monthly rhythm combines peer intelligence, coaching, experts, and accountability.
If your calendar cannot absorb one day, it is often because you are the bottleneck: underwriting deals, managing projects, or covering for a hire that did not work out. The day spent with the group is where that gets fixed.
Members consistently say the meeting pays for itself many times over through faster decisions, better hires, and costly problems avoided before they become six-figure mistakes.
You do not need more hours. You need better decisions.
Hear directly from the leaders in the room
The day you spend with this group is where the bottleneck gets fixed. A disciplined monthly rhythm combines peer intelligence, coaching, experts, and accountability.
Eric Thomas
Member CEO
Howard Farfel
Member CEO
Steve Throop
Member CEO
Brad Lupien
Member CEO
Molly Wardell
Member CEO
Kevin McMahon
Member CEO
Rita Williamson
Member CEO
David Field
Member CEO
Learners. Sharers. Givers.
Open, caring, authentic, transparent, vulnerable, and ever-growing.
Learn
We do not know it all, and none of us is as smart as all of us.
Share
We are willing to be open and vulnerable about the decisions that matter.
Give
We provide candid, constructive feedback without ego or hidden agenda.
Grow
We pursue better leadership, stronger companies, and better lives.
“The guidance I got. The people I met. The wisdom they brought. Without it I wouldn't have been able to successfully sell my company for $50 million. At the center of it all is Alan.”
Eric Thomas CEO, Freedom Voice
Why this group is different not only the CEO.
Every member is selected for chemistry, caliber, contribution, and commitment to the group’s values.
Monthly Peer Forum
Full day session with 16 other non-competing CEOs. helping you with real decisions, opportunities, and challenges.
Monthly 1-on-1
coaching with Alan
Private coaching session-your agenda, your goals, and your life.
World Class Speakers
Interactive workshops with subject matter experts curated for your group.
Access to trusted peers in your industry around the globe
Attendance
75% minimum expectation
“You tell us what matters most — we track it until it’s done.”
For leaders who want the truth, not validation.
Membership is selective because the value of the room depends on the character, caliber, and engagement of every member.
Likely a strong fit
- CEO, President, or Entrepreneur
- Company revenue of approximately $5M–$100M
- High integrity and ambitious growth goals
- Open to challenge and honest feedback
- Committed to sharing and giving value
- Ready for high participation standards
Not the right fit
- Leaders who already “know it all”
- Companies below the stated minimum
- Vendors, consultants, or competitors
- People unwilling to be vulnerable
- Low-engagement or transactional members
- Anyone looking for easy answers
Award-winning companies and leaders.
Members include finalists and honorees from respected business awards and growth rankings.
EY Entrepreneur of the Year Finalists
INC 5000 Fastest Growing
San Diego Fastest Growing 100
Best Places to Work
Most Admired CEOs
Most Admired Family Businesses
Questions thoughtful leaders usually ask.
Every first conversation is confidential and without obligation.
Is everything confidential?
Completely. Confidentiality is the foundation of the group. What is said in the room stays in the room.
What is the ROI?
Members in Alan’s group report 3–10× return on annual membership investment, 25–40% EBITDA growth, and 10+ hours reclaimed per week within six months.
How much time does it take?
One full group day per month, plus a private 90-minute to two-hour session with Alan.
What if I do not have the time?
That is often a sign that you are the bottleneck. Members treat meeting day as the highest-leverage day on their calendar.
What if I already have a coach?
This adds the perspective of 16+ accomplished CEOs and Alan, revealing blind spots one advisor may not see.
Who is in the room?
CEOs, Presidents, and Entrepreneurs of $5M–$100M companies—no competitors and no vendors.
What does it cost?
Vistage membership is not a cost. It is a meaningful investment. Let’s discuss the value.
Experience that understands the weight you carry.
I have founded and led six for-profit and five not-for-profit corporations, and I have served on numerous community boards.
I use my experience and life lessons to ignite, inspire, and transform leaders of leaders. I understand the responsibility you carry for your company, your employees’ livelihoods, and your family because I have carried it too.
Vistage Master Chair
Board service and awards.
Alan’s experience spans entrepreneurship, philanthropy, behavioral health, foster youth, and community leadership.
Boards & Organizations
- Conrad Prebys Foundation — Incoming Board Chair
- San Diego Social Venture Partners — Founding Partner and Volunteer CEO
- Social Venture Partners International — Ex Officio
- San Diego Grantmakers — Former Board Member
- CRC Health division — Advisory Board Member
- Just in Time for Foster Youth — Advisory Board Member
Awards & Honors
- Center for Wealth & Legacy™ Inspiration Award
- Individual Volunteer of the Year — Social Venture Partners International
- Community Anti-Drug Coalitions of America recognition
- San Diego North County Philanthropy Council recognition
- San Diego Channel 10 recognition
- National Philanthropy Day and community service honors
Start with one honest conversation.
Tell Alan about your business, the leadership challenges you are carrying, and what you want next. You will both decide whether there may be a fit.
- You tell Alan about your business; he explains how the group works.
- You decide whether it is right for you; Alan decides whether you are right for the group.
- The group decides together. Membership is by invitation only.
No obligation at any step. The worst outcome of the first call is a good conversation.
Schedule a Conversation
Your information will be treated confidentially.