We are currently exploring three potential group types:

• Founder and Owner Mastermind
• Executive Leadership Mastermind
• CEO / President Peer Advisory Group

Each cohort would be limited in size, intentionally cross-industry, and structured to avoid direct competitors wherever reasonably possible.

If this sounds valuable to you, please take a few minutes to complete the interest form below. Completing the form does not obligate you to join. It simply helps us begin building compatible founding cohorts.

– Step 1 of 4

Name *

First

Last

Work Email *

Phone *

LinkedIn Profile

Company Name *

Company Website *

Job Title *

Which best describes your role?FounderOwnerCEO / PresidentManaging PartnerC-Suite ExecutiveVP / General Manager / Division LeaderDirector / Senior LeaderOther

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Industry *— Select Choice —Technology / Software / ITHealthcare / Life Sciences / Medical DevicesFinancial Services / Banking / Insurance / AccountingReal Estate / Construction / Architecture / FacilitiesManufacturing / Industrial / AutomotiveConsumer Products / Retail / Hospitality / Food and BeverageProfessional Services / ConsultingMarketing / Media / EntertainmentEducation / Nonprofit / Public SectorTransportation / Logistics / Supply ChainLegal ServicesOther

If Other, please describe your industry

Company Size *

• Just me (Solopreneur)
• 2-10 employees
• 11-50 employees
• 51-200 employees
• 201-500 employees
• 501-1,000 employees
• 1,001-5,000 employees
• 5,001-10,000 employees
• 10,001+ employees

Approximate Annual Company Revenue *

• Under $1 million
• $1 million-$5 million
• $5 million-$20 million
• $20 million-$50 million
• $50 million-$100 million
• $100 million-$500 million
• $500 million-$1 billion
• $1 billion+
• Prefer not to say

Which areas are you primarily responsible for? *

• Company strategy
• Revenue / sales / business development
• Operations / delivery
• Finance / P&L
• People / HR / leadership
• Technology / product / innovation
• Marketing / brand / growth
• Legal / risk / compliance
• Other

If Other, please describe your primary responsibility

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Which group would be most relevant to you? *

• Founder and Owner Mastermind
• Executive Leadership Mastermind
• CEO / President Peer Advisory Group
• I am open to OCEAN’s recommendation

What are the most important issues you would want to work through with trusted peers?

• Growth strategy
• Sales and revenue consistency
• Hiring, retention, and leadership
• Cash flow, profitability, and financial decision-making
• Operations, systems, and execution
• Marketing and positioning
• Technology, AI, and automation
• Risk, legal, HR, or compliance matters
• Partnerships and business development
• Succession, acquisition, or exit planning
• Personal leadership and executive decision-making
• Other

If Other, please describe the issue

Briefly describe one current business or leadership challenge where outside peer perspective would be useful. *

Please do not include confidential details you would not want OCEAN to review.

What would you most want from an executive mastermind? *

• Confidential peer perspective
• Accountability on priorities
• Trusted executive relationships
• Better strategic decision-making
• A place to discuss challenges I cannot easily raise internally
• Learning from leaders in other industries
• Curated introductions and resources
• Executive development

Are there industries, companies, or direct competitors that should not be placed in your group?

Include specific companies where appropriate. OCEAN will use this information only for cohort compatibility screening.

What value, expertise, or experience would you bring to a peer group?

Next

Would you be willing to make a 12-month commitment if accepted into a cohort? *

• Yes
• No

What meeting format would work best? *

• In-person breakfast
• In-person lunch
• In-person late afternoon
• Virtual breakfast
• Virtual lunch
• Virtual late afternoon
• Hybrid breakfast
• Hybrid lunch
• Hybrid late afternoon

What day of the week is generally best? *

• Monday
• Tuesday
• Wednesday
• Thursday
• Friday

work 12-month with

What investment range would feel reasonable for a 12-month confidential peer-advisory experience? *

• Under $5,000 annually
• $5,000-$7,500 annually
• $7,500-$10,000 annually
• $10,000-$15,000 annually
• More than $15,000 annually
• I would need to understand the full value before answering

Would you like to be considered for a Founding Member cohort? *

• Yes, please contact me about founding membership
• Yes, but I would like more information first
• Possibly in the future

Anything else you would like us to know?

Permission to Contact *

• I agree that OCEAN may contact me about the Executive Mastermind and related executive programs.

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