Kelly and Deaton Smith

– Co-Owners, Thayer Financial

“Five years into Thayer Financials’ journey, we experienced explosive growth but found ourselves at a crossroads. We had poured all our time and energy into building a successful business and needed guidance on our next chapter.

We came to the Value Builders Circle seeking direction on areas of the business that required attention, but what we gained was far more than a business plan. We quickly realized our firm’s culture and management skills needed work to continue building our team and supporting the firm's growth objectives.

The Circle provided the clarity we needed for our next chapter, developing a path forward that not only aligned perfectly with our long-term business objectives but, critically, honored our personal intentions as leaders.

The program forced us to dedicate time to truly understand what we do best and what brings us joy, ultimately enabling us to bridge all these vital pieces together. The exceptional, personalized leadership from our circle leader, Kimberly, was instrumental in this success. Her guidance facilitated the tough, honest conversations required to move past mere professional strategy and achieve this deep internal clarity.

For any firm owners facing the complex challenge of scaling while staying authentic to their values, and who need a clear path to bridge their personal intentions with their business objectives, the Value Builders Circle is an essential investment. We highly recommend it.”