Velocity Advisory Group
Velocity Advisory Group is a privately held US leadership development and executive coaching firm serving mid-market and enterprise clients in life sciences, financial services, and construction, delivering proprietary behavioral and culture frameworks via a roster of 25+ executive coaches.
- Company typePrivate
- Founded2010
- HeadquartersOcala, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Velocity Advisory Group does
Velocity Advisory Group is a privately held leadership development and executive coaching firm founded around 2010 and headquartered in Ocala, Florida. The firm sells professional services — executive coaching, leadership development programs, culture transformation consulting, and strategic planning — to mid-market and enterprise clients, with documented deep vertical specialization in three sectors: life sciences (biotech, pharma, medtech), financial services (insurance and B2B financial), and construction. Its service portfolio is anchored by proprietary intellectual property including the Birds behavioral framework (a DISC-based model using Eagle, Parrot, Dove, and Owl archetypes), the Intentional Culture Framework, ExecEDGE (co-developed with TMA Performance), the 5Cs of Selling methodology, Intelligent Frameworks for strategic planning, and the SalesAptiQ assessment. Programs are delivered by a roster of 25+ executive coaches and a leadership team including CEO Dave Fechtman, President Brooke Page-Thompson, Co-Founder Dan Silvert, and Partners Bob Weinhold and Alec McChesney, supported by a US-based advisory and operations staff.
The firm generates revenue primarily through custom, multi-year enterprise engagements priced on a quote basis, with structured tiered coaching offerings (Management Foundations, Advanced Management, Executive Leadership) and cohort-based leadership programs built on the 70/20/10 learning model. A complementary licensing and Train-the-Trainer model for proprietary content (DISC/Birds, 5Cs of Selling) provides asset-light recurring revenue without annual renewal fees. Distribution is overwhelmingly direct — a sales-led enterprise field motion supplemented by a speakers bureau, the Activating Greatness podcast (launched January 2026), webinars, and the Increasing Velocity blog. Named enterprise clients span Takeda, HCA Healthcare, McKesson, Melinta Therapeutics, Crump, John Hancock, Aflac, Lincoln Financial Group, Janney Montgomery Scott, BlueCross BlueShield, AAA, FedEx, Wyndham Hotels & Resorts, Caterpillar, Balfour Beatty, Workato, and others — with documented outcomes including a 788% ROI on executive coaching (Metrix Global benchmark), +126% strategic alignment lift at Melinta, +138% new business submissions at Crump, and 95% retention in Juneau Construction's Emerging Leaders Program.
Velocity Advisory Group firmographics
Firmographics- Name
- Velocity Advisory Group
- Legal name
- Velocity Advisory Group
- Website
- https://velocityadvisorygroup.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Velocity Advisory Group is a privately held US leadership development and executive coaching firm serving mid-market and enterprise clients in life sciences, financial services, and construction, delivering proprietary behavioral and culture frameworks via a roster of 25+ executive coaches.
- Ownership category
- akta.pro rank
Velocity Advisory Group industry classification
Industry- Product category
- Management Consulting / Leadership Development
- NAICS
- Human Resources Consulting Services (541612), Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Strategy, Decision-Making & Business Acumen Coaching (EDABANAH)
- akta.pro secondary industries
- Governance & Board Effectiveness Advisory (BPAHAFAC), Corporate Strategy Advisory (BPAHADAA)
Keywords
Where Velocity Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Ocala
- HQ country
- United States
- HQ region
- North America
Markets served
Velocity Advisory Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Professional Services — Executive Coaching & Advisory: Velocity's primary revenue stream is professional services, including executive coaching engagements at management, senior leader, and executive levels, as well as advisory and consulting engagements. Coaching is offered across three tiers: Management Foundations, Advanced Management, and Executive Leadership. Services are delivered by a team of experienced advisors and coaches, with unlimited access during active engagements.
- Leadership Development Programs: Structured cohort-based leadership development programs including Momentum Management Foundations, Emerging Leaders, Velocity Leadership Academy, and others. Programs are designed using the 70/20/10 learning model and include workshops, peer dialogue, and real-world implementation projects.
- Training Programs & Licensing: Proprietary training programs including DISC/Birds methodology, the 5Cs of Selling, and related content available for licensing by client organizations for internal delivery. Includes Train-the-Trainer options and ongoing content updates.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom enterprise engagements (executive coaching, leadership development, consulting) |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
Velocity Advisory Group product offering
Product offeringCore offering
Velocity Advisory Group provides executive coaching, leadership development programs, and organizational consulting services to mid-market and enterprise clients. Its offerings are built around proprietary methodologies including the Birds (DISC) behavioral framework, the Intentional Culture Framework, the 5Cs of Selling sales methodology, and ExecEDGE executive team assessment, delivered by a team of senior advisors and coaches.
Product overview
Velocity Advisory Group is a leadership development and consulting firm offering a portfolio of integrated services centered on executive coaching, leadership development programs, and organizational consulting. Their core offerings include Executive Coaching (tiered for Management, Advanced Management, and Executive levels), Leadership Development Programs (including Momentum Management Foundations, Emerging Leaders, Velocity Leadership Academy, and Executive Acceleration Experience), Culture & Engagement consulting using the proprietary Intentional Culture Framework™, and DISC Assessments & Training using their Birds framework (Eagles, Parrots, Doves, Owls). Additional services include Employee Experience Solutions (TractionEX), Family Business Advisory, Strategy & Implementation consulting, the 5Cs of Selling Framework, and Partnering Sessions for construction teams. They also offer specific products including ExecEDGE™ (executive team assessment with TMA Performance), SalesAptiQ™ (sales assessment), and the Activating Greatness Podcast for thought leadership content. Programs are delivered through cohort-based learning using the 70/20/10 model, combining experiential learning, peer feedback, and structured training.
Differentiator
Problem solved
Functional benefit
Products and services
- Executive Coaching Personalized coaching service for leaders at all levels (management, advanced management, executive) that builds self-awareness, growth mindset, and accountability for personal and professional growth. Delivered one-on-one by Velocity's roster of senior coaches and executive coaches.
- Leadership Development Programs Structured cohort-based leadership development programs for managers through executives, using the 70/20/10 learning model that combines workshops, peer dialogue, and real-world implementation projects. Includes Momentum Management Foundations, Emerging Leaders, Velocity Leadership Academy, and Executive Acceleration Experience.
- Culture & Engagement Consulting Consulting services that align organizational values, beliefs, and behaviors with business strategy using the proprietary Intentional Culture Framework, including 360 assessments and engagement surveys to improve employee experience and culture.
- DISC Assessments & Training (Birds Framework) Proprietary behavioral assessment and training methodology using the Birds framework (Eagles, Parrots, Doves, Owls) based on DISC theory to help individuals and teams understand behavioral styles, improve communication, and enhance collaboration. Available for licensing by client organizations.
- Family Business Advisory Advisory services for family enterprises covering Owner Leadership Advisory, Board & Governance Advisory, Family Enterprise & Governance, and Operating Company Strategy & Leadership. Designed to help family businesses navigate generational transitions, ownership governance, and family dynamics.
- Strategy & Implementation Consulting Strategic planning consulting using Intelligent Frameworks, covering strategic planning, transition & succession planning, and executive leadership offsites to advance special projects and core initiatives.
- Employee Experience Solutions Solutions combining data-driven insight, practical frameworks, and experienced advisors covering analytics, leadership development, and culture components including Executive Team Alignment and Executive Offsites. Powered by the TractionEX employee experience tool.
- 5Cs of Selling Framework Proprietary sales methodology providing a structured, repeatable process for consultative sales conversations, client relationship building, and sustainable revenue growth. Designed for relationship-driven, highly regulated financial services environments and available for licensing.
- ExecEDGE Research-backed assessment and coaching program for executive teams, co-developed with TMA Performance. Designed to elevate senior leaders' effectiveness and impact on culture through structured evaluation and a coaching roadmap.
- SalesAptiQ Trademarked sales assessment tool developed by Velocity Advisory Group and recognized with the Pinnacle Awards Platinum Winner for Product & Service Development in 2025.
- Partnering Sessions Facilitated partnering sessions for construction teams launching complex projects, bringing owners, contractors, designers, and trade partners together to establish clarity and alignment from day one, often incorporating Birds/DISC sessions at multiple project stages.
Quantifiable outcome
- 788% ROI on executive coaching from increased productivity and reduced turnover (Metrix Global)
- +5 more outcomes
Companies that use Velocity Advisory Group
Customer profileNamed customers29 records
Segments5 records
Ideal customer profiles4 records
Velocity Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Velocity Advisory Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- TMA PerformancecoreVelocity Advisory Group partnered with TMA Performance to co-develop and launch ExecEDGE™, a research-backed assessment and development program for executive teams. The program aims to improve team performance across key areas such as chemistry, leadership, and organizational success. ExecEDGE™ provides senior leaders with structured evaluation and a coaching roadmap.
- ElatecoreVelocity Advisory Group partnered with Elate, an innovative Strategic Planning & Execution Platform, to keep clients on track toward strategic success. The partnership integrates Elate's planning technology with Velocity's advisory frameworks to support ongoing strategy implementation and monitoring.
- AwardcominorAwardco hosted a Velocity Advisory Group webinar featuring Ryan Payne and Joe Witte on DISC/Birds communication styles and workplace collaboration. Velocity participates as a featured expert partner in Awardco's webinar programming.
- WorkBuzzminorVelocity partnered with WorkBuzz to deliver a webinar on AI adoption and communication styles using the Birds Model. WorkBuzz hosted the event as part of its workforce engagement resource programming.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Velocity Advisory Group competitors and assessment
Company assessmentDirect peers
- Wilson Learning: Wilson Learning provides sales training, leadership development, and behavioral assessments with proprietary frameworks, competing directly for the same regulated-industry engagements (e.g., insurance, life sciences) where Velocity's 5Cs of Selling and DISC/Birds programs are sold.
- The Table Group (Patrick Lencioni): The Table Group is a leadership consulting firm specializing in executive team development, organizational health, and culture — competing for the same Culture & Engagement and Executive Offsites engagements as Velocity.
- The Ken Blanchard Companies: Blanchard is a leadership training and consulting firm built around proprietary, branded methodologies (e.g., Situational Leadership, DISC-based tools) — a near-identical go-to-market model to Velocity's Birds framework and Intentional Culture Framework.
- BTS: BTS is a global consulting firm that designs and runs leadership, sales, and strategy execution programs for Fortune 500 enterprises — a comparable blended strategy + leadership development model to Velocity's Intelligent Frameworks and 5Cs of Selling offerings.
- Development Dimensions International (DDI): DDI is a global leadership development and talent management consultancy that competes for the same enterprise HR/L&D budgets as Velocity, offering leadership development programs, executive coaching, and behavior-based assessments.
- Center for Creative Leadership: CCL is a research-driven leadership development provider with proprietary programs and executive coaching that closely mirrors Velocity's mid-to-executive tier coaching services and its 70/20/10 cohort learning approach.
- FranklinCovey: FranklinCovey is the closest direct peer: a publicly-traded leadership development and training firm selling proprietary frameworks (e.g., 'The 7 Habits') to mid-market and enterprise buyers through multi-year programs — the same model Velocity operates with its Birds and Intentional Culture frameworks.
- Marshall Goldsmith Coaching: Marshall Goldsmith is a premier executive coaching and leadership development brand targeting C-suite behavior change — directly comparable to Velocity's three-tier Executive Coaching offering (Management Foundations, Advanced Management, Executive Leadership).
Broad incumbents
- Korn Ferry: Korn Ferry is a global organizational consulting firm whose Leadership & Talent Development practice includes executive coaching, culture, and leadership advisory — overlapping with Velocity but operating at significantly larger scale and across broader service lines.
Others
- TMA Performance: TMA Performance is Velocity's co-development partner on the ExecEDGE™ executive team assessment, making it an adjacent ecosystem participant rather than a competitor; relevant for understanding Velocity's product roadmap and channel leverage.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Velocity Advisory Group social profiles
Digital presenceVelocity Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Velocity Advisory Group leadership team
Management profileNumber of profiles
Profiles9 records
Velocity Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Velocity Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Velocity Advisory Group
What does Velocity Advisory Group do?
Velocity Advisory Group provides executive coaching, leadership development programs, and organizational consulting services to mid-market and enterprise clients. Its offerings are built around proprietary methodologies including the Birds (DISC) behavioral framework, the Intentional Culture Framework, the 5Cs of Selling sales methodology, and ExecEDGE executive team assessment, delivered by a team of senior advisors and coaches.
Is Velocity Advisory Group a public or private company?
Velocity Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Velocity Advisory Group founded?
Velocity Advisory Group was founded in 2010. It employs 11 to 50 people.
Where is Velocity Advisory Group based?
Velocity Advisory Group is headquartered in Ocala, United States, in the North America region.
How does Velocity Advisory Group make money?
Three revenue lines are on record. Professional Services — Executive Coaching & Advisory is the primary driver. The others are leadership Development Programs and training Programs & Licensing.
Who are Velocity Advisory Group's main competitors?
Direct peers on record are Wilson Learning, The Table Group (Patrick Lencioni), The Ken Blanchard Companies, BTS, Development Dimensions International (DDI), Center for Creative Leadership, FranklinCovey and Marshall Goldsmith Coaching. Korn Ferry is listed as a broad incumbent. TMA Performance is listed as an others.
Does Velocity Advisory Group have an API?
No public API is recorded for Velocity Advisory Group.
What industry is Velocity Advisory Group in?
Velocity Advisory Group's product category is Management Consulting / Leadership Development. Its primary akta.pro industry code is EDABANAH, Strategy, Decision-Making & Business Acumen Coaching, with a secondary code of BPAHAFAC, Governance & Board Effectiveness Advisory. Its NAICS code is 541612 and its SIC code is 8742.