Velocity Advisory Group

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.

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

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

• Executive coaching
• Leadership development
• Organizational consulting
• DISC assessments
• Culture transformation

Headquarters

HQ city

Ocala

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core 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

Named customers29 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core and minor.

• TMA PerformancecoreStrategic or Co-development Partner · 29 October 2025Velocity 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.
• ElatecoreTechnology or IntegrationVelocity 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.
• AwardcominorGTM or Marketing PartnerAwardco 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.
• WorkBuzzminorGTM or Marketing PartnerVelocity 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

Direct 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

• LinkedInlinkedin.com/company/velocity-advisory-group
• Xx.com/DaveFechtman

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Velocity Advisory Group