What CEO Nexus does

CEO Nexus is a privately held, bootstrapped peer-learning membership organization serving CEOs and executive teams of growth-oriented second-stage businesses — defined as companies with 10 to 150 employees and/or $1 million to $50 million in annual revenue. Founded by Steve Quello and headquartered in Winter Park, Florida, the company operates a subscription-based membership model whose core deliverable is facilitated peer roundtable groups of 8–12 non-competing CEOs who meet monthly for confidential peer-to-peer discussion. The offering has been extended to C-Suite executives and Women Entrepreneurs (WE) cohorts, and is geographically anchored in Florida (Jacksonville, Melbourne, Ft. Lauderdale, Orlando, Tampa, Sarasota) with a Twin Cities, Minnesota expansion.

The platform centers on several proprietary trademarked frameworks — Peerspectives® (the roundtable experience), Roundtable Framework™ Assessment and Scorecard (outside-in business valuation tools), Content Model (leadership/operations/sales/finance), Ownership Journey™, and Power of Peer Learning™ — delivered through facilitated meetings, the private Member Resource Center (MRC) digital portal, quarterly CEO Forums, CLF Forums, CEO Workshops (45-minute to 2-hour targeted sessions), CEO Webinars, and an annual Member Conference. The Applied AI Workshop Series, developed with Model Mind AI and multiple professional services sponsors, is a recent curricular addition.

Revenue is generated through recurring annual membership fees for roundtable participation, with pricing undisclosed and obtained via a quote-based discovery call process. GTM is community-led and event-driven: demand is generated through forums, workshops, webinars, and the annual conference; member-to-member referrals via the CEO Referral Network feed the funnel; and strategic partners (GrowFL, Edward Lowe Foundation, Rollins College CFAE) plus a 12+ partner professional services ecosystem (law firms, accounting firms, wealth managers, insurers, staffing firms) co-sponsor events and refer qualified prospects.

Name

CEO Nexus

Legal name

CEO Nexus

Website

https://ceonexus.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

CEO Nexus is a bootstrapped, Winter Park, Florida-based peer-learning membership organization running facilitated peer roundtables, forums, workshops, webinars, and an annual conference for CEOs and executives of growth-oriented second-stage businesses (10–150 employees, $1M–$50M revenue) across Florida and Minnesota.

Ownership category

akta.pro rank

Product category

Executive Peer Learning Services

NAICS

Convention and Trade Show Organizers (56192)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Remote/Hybrid Leadership & Distributed Team Management (EDABAAAN)

akta.pro secondary industries

Professional & Career Networks (BPAMABAB), Executive Summits & Invitation-Only Forums (MPAGAGAK), Executive Leadership Summits (C-Suite, Board, Strategy Offsites) (THAHAMAA)

Keywords

• Peer learning networks
• CEO roundtable programs
• Executive peer groups
• Leadership development services
• Second-stage business support

Headquarters

HQ city

Winter Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership/Roundtable Program Fees: CEO Nexus generates revenue through membership fees for participation in their peer roundtable programs. The organization offers multiple roundtable types including CEO Roundtables (for founders and owners), C-Suite Roundtables (for senior executives), and WE (Women Entrepreneurs) roundtables. Programs include monthly facilitated meetings, access to the Member Resource Center, and participation in forums, workshops, webinars, and the annual conference.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core offering

CEO Nexus operates a peer-learning membership organization that runs facilitated peer roundtable programs for CEOs and C-suite executives of growth-oriented, second-stage businesses (10-150 employees and/or $1M-$50M revenue). The core offering centers on monthly facilitated roundtables of 8-12 non-competing CEOs in confidential peer-to-peer discussion groups, supplemented by quarterly CEO Forums, CEO Workshops, CEO Webinars, an annual Member Conference, a CEO Referral Network, and access to a private Member Resource Center (MRC) digital portal containing the proprietary Roundtable Framework Assessment and Scorecard.

Product overview

CEO Nexus is a peer-learning system and membership organization offering a suite of programs for CEOs of second-stage businesses. The core offering centers on facilitated peer roundtables, supplemented by CEO Forums, Webinars, a Referral Network, and an annual Conference. Members also gain access to the Member Resource Center (MRC), a private digital platform. The program is anchored by proprietary frameworks including the Roundtable Framework™ Assessment and Scorecard for business evaluation, and the Content Model focused on leadership, operations, sales, and finance. CEO Nexus does not offer a standalone software product but rather delivers its services through in-person meetings, digital content, and its member-only portal.

Differentiator

Problem solved

Functional benefit

Products and services

• CEO Roundtables Core membership offering of facilitated peer-to-peer discussion groups of 8-12 non-competing CEOs led by a trained facilitator, designed for CEOs leading growth-oriented, second-stage businesses to discuss difficult business issues and solve problems together on a monthly cadence.
• C-Suite Roundtables Peer roundtable program for senior C-suite executives (COO, CFO, CTO, CMO, GM) serving growth-oriented second-stage companies, including integrators implementing EOS/Traction methodology.
• WE (Women Entrepreneurs) Roundtables Dedicated peer roundtable groups for women business leaders running growth-oriented second-stage businesses, focused on growth strategies, leadership development, and networking with like-minded entrepreneurs.
• CEO Forums Quarterly programs featuring expert panels and presentations where CEOs who have grown their companies beyond second-stage share experiences and insights with current members.
• CEO Workshops Targeted 45-minute to 2-hour workshop sessions covering operational topics such as AI adoption, exit planning, HR scaling, leadership development, and cybersecurity.
• CEO Webinars Digital webinar programs delivering relevant, timely information on current business topics such as AI strategy, legal considerations, HR best practices, and financial planning in convenient online formats.
• Annual Member Conference Annual in-person conference connecting CEOs from different roundtable groups across communities, featuring best practices presentations, panel discussions, networking, and expert insights.
• CEO Referral Network Online and in-person networking connecting members with hundreds of peers and vetted subject matter experts across Florida and beyond.
• Member Resource Center (MRC) Private, member-only digital platform providing access to recorded content, resources, assessments, event information, and connections with colleagues.
• Roundtable Framework Assessment and Scorecard Proprietary self-assessment tool providing a visual guide on business functions, measuring key elements investors and buyers review when valuing a company from an outside-in perspective and revealing how the business will perform without the current owner.

Quantifiable outcome

• Second-stage business owners credited CEO Nexus with making better decisions faster and with greater confidence
• +2 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

14 partnerships are on record, tiered core and minor.

• GrowFLcoreStrategic or Co-development PartnerGrowFL is a primary strategic partner, co-hosting events and referring growth-oriented second-stage businesses to CEO Nexus programs. The partnership includes co-branded events, member recognition (Companies to Watch nominations), and collaborative programming around business growth and exit planning.
• Edward Lowe Foundation (ELF)coreStrategic or Co-development PartnerEdward Lowe Foundation is referenced as a community resource partner providing support for entrepreneur-focused programming and economic gardening initiatives that complement CEO Nexus peer learning programs.
• Rollins College Center for Advanced Entrepreneurship (CFAE)minorStrategic or Co-development PartnerPartnership for CEO networking events and collaborative programming around entrepreneurship. Co-hosted in-person CEO networking events with Rollins College CFAE.
• Maynard NexsenminorGTM or Marketing PartnerProfessional services firm serving as event sponsor and venue provider for CEO Forums. Hosted Applied AI CEO Forum at their Winter Park office location.
• ShuffieldLowmanminorGTM or Marketing PartnerFull-service law firm sponsoring CEO Nexus events and workshops. Provides venue (15th Floor Conference Room at Legion Place) for multiple programs including AI CFO Agents workshop series.
• Northern TrustminorGTM or Marketing PartnerWealth management firm sponsoring CEO Forums and providing expert panelists on topics including exit planning and financial strategy.
• AppleOne Employment ServicesminorGTM or Marketing PartnerStaffing and employment services firm sponsoring CEO Nexus events and providing expert speakers on HR best practices and talent optimization.
• Nelson MullinsminorGTM or Marketing PartnerLaw firm providing expert speakers on AI legal strategy, M&A, and business transactions for CEO Nexus webinar and forum programming.
• Nperspective CFO & Strategic ServicesminorGTM or Marketing PartnerCFO and strategic services firm co-hosting events and providing expert panelists on topics including exit planning, business valuation, and financial strategy.
• The Christensen GroupminorChannel Partner/ Reseller/ DistributorInsurance and financial services firm in Minnesota hosting CEO Nexus Workshop Series on Applied AI events at their Eden Prairie location.
• Sentry Technology SolutionsminorGTM or Marketing PartnerManaged IT services provider (Sentry Tech Solutions) providing AI expertise and sponsorship for CEO Nexus Conference and Applied AI forums.
• HylantminorGTM or Marketing PartnerInsurance firm sponsoring cybersecurity events and providing expert speakers on cyber insurance and risk management.
• Clifton Larson Allen (CLA)minorGTM or Marketing PartnerAccounting and advisory firm co-hosting CEO Forums on topics including enterprise value and de-risking businesses for growth-oriented CEOs.
• Greenspoon MarderminorGTM or Marketing PartnerLaw firm providing venue and expert speakers for CEO Forums on exit planning, asset protection, and estate planning topics.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Aspen Alliance: Aspen Alliance is a peer advisory network of CEOs and business owners organized into regional forums. Closely comparable in target market (second-stage/mid-market CEOs), peer-group structure, and facilitator-led model.
• Renaissance Executive Forums: Renaissance Executive Forums operates peer advisory forums for CEOs of growth-oriented mid-market companies in regional markets across the US. Closely comparable in target customer profile, forum structure, and facilitator-led model.
• TAB (The Alternative Board): TAB provides peer advisory boards for business owners and CEOs across North America, with monthly facilitated meetings. Highly comparable in target market (small-to-mid-market owners), service model (peer advisory boards), and pricing approach.
• Genius Network: Genius Network is a high-level mastermind and peer community for entrepreneurs and CEOs run by Joe Polish, focused on connection and referrals. Comparable in serving accomplished business owners through facilitated peer groups and events.
• Strategic Coach: Strategic Coach provides structured coaching and peer-group programs for entrepreneurs and business owners, with a focus on growth and personal development. Comparable in target customer (entrepreneurial business owners) and program structure.

Broad incumbents

• YPO (Young Presidents' Organization): YPO is a global leadership community for chief executives running companies above revenue/employee thresholds, with peer learning forums, events, and education. Directly comparable as a high-end CEO peer community, though skewed toward larger companies than CEO Nexus's second-stage focus.
• Tiger 21: Tiger 21 is a peer membership organization for high-net-worth individuals focused on investment, estate planning, and peer learning through facilitated group meetings. Comparable in the peer-group membership model but serves a more affluent, less operationally-focused member.
• Vistage Worldwide: Vistage is the largest CEO peer advisory and executive coaching organization globally, serving CEOs and business leaders through facilitated peer groups. It is the most direct large-scale analog to CEO Nexus's roundtable model, with broader geographic coverage and a deeper resource bench.
• EO (Entrepreneurs' Organization): EO is a global peer-to-peer network for entrepreneurs whose companies exceed a revenue threshold. Comparable to CEO Nexus in serving growth-stage business owners through peer forums, learning events, and member communities, but operating at much larger international scale.

Others

• GrowFL: GrowFL is a Florida-based economic development organization supporting second-stage businesses with research, events, and recognition programs. Directly relevant as an ecosystem partner and adjacent player rather than a direct competitor, but operates in the same target customer space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ceo-nexus

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 CEO Nexus