Membership Information

Our networking organization is called the Council of Business Advisors for a reason. Our membership is comprised of experienced professionals, primarily involved in business-to-business consulting services. We look for new members who will both benefit from and contribute value to our other members, and to the business community at large. 

In order to be considered for membership you must work as trusted advisor providing consulting services to business owners and executives, and be an experienced professional with a high level of competency. Our members' role with clients is consultative, strategic, and relationship-oriented rather than transactional.

Membership is open to all professional disciplines that meet the above criteria, such as,

  • Accountants
  • Attorneys
  • Banking and Financial Services
  • Business Insurance
  • Commercial Real Estate and Architects
  • Organization and Management Consulting
  • Marketing, Sales, Advertising and Public Relations
  • Other Specialty Consultants
  • Recruiting/Staffing
  • Human Resources

For a more complete list, click here.

Membership is on an individual basis, not a company or corporate basis, so it is the individual who becomes the member, not the company he or she works for.

Council Structure & Meetings

Our networking organization consists of groups of up to approximately two dozen professionals. The groups are kept small to enable members to build close relationships with the other members of their group. We do not allow direct competitors to be members of the same group, thereby protecting each member's exclusivity within the group and the value of their membership.

At present we have groups in San Francisco, Walnut Creek, Palo Alto, and San Jose. Each group meets monthly on a regular day for a breakfast meeting.

Professionals who are interested in learning about the Council are invited to attend meetings as a guest. In between monthly meetings, members and guests also meet in trios or one-to-one for a meal or coffee at a time and place of their choosing. Complementing the small group size, these trios facilitate members getting to know each other better. Business naturally flows between people who like and trust each other.

In addition to the regular monthly meetings, joint, all-member events are held so that members can meet and develop relationships with members of the other groups.

The Council believes that more knowledgeable, better informed professionals with a broad pool of resources behind them in the form of fellow professionals in other areas of specialization can better serve their clients and thereby improve business conditions not just for members and their clients, but indirectly for the entire business community. The Council serves it members,

  • By providing a forum to help them get to know other professionals at a deeper level and better understand what each member does.
  • As a networking organization by creating opportunities for giving and receiving business referrals.
  • By providing expert presentations and group discussions about business, legal and governmental topics that affect business.
  • By developing a broad association of professionals with diverse expertise who provide valuable resources to each other and to the business community.

Membership Criteria

In addition to being an experienced professional who serves executives and the owners/managers of businesses, the Council looks for its members to demonstrate a number of characteristics important to the success of the organization and its members:

  • Being likeable and able to build trusting relationships;
  • Able to provide introductions and connections with decision makers;
  • Being mindful and proactive - thinking about and taking action with regard to other's needs;
  • Able to engage in discussions regarding client business(es);
  • Able to think creatively and provide constructive feedback;
  • Able to form strategic partnerships and commitments;
  • Recognize the importance of "good citizenship" in business and commerce;
  • Capable of demonstrating "high touch" capabilities;
  • Add to the diversity of knowledge and skills in the organization;
  • Willingness to participate in the activities of the Council.

Please note, people whose primary job is business development do not meet the Council's membership criteria.

How To Apply

If you are an experienced professional who meets the membership criteria, you are welcome to inquire about membership in the Council of Business Advisors.

The first step is to attend a monthly meeting of a Council group. If you know a current Council member, please contact that person for an invitation. If you do not know a member of the Council, please contact us directly for an invitation. We will try to match you with a group that is convenient for you and that doesn't have a direct competitor.

After attending, guests may apply for membership. Membership applications must be approved by the Council’s membership committee. All applications must be accompanied with a payment of $750, which includes annual dues of $700 and a $50 non-refundable processing fee.

Click here for the membership application.

Non-Discrimination Policy

The Council of Business Advisors ("Council") will not discriminate on the basis of race, color, national origin, religion, sexual or affectional preference, age, or handicap in any of its policies, procedures, or practices. This policy of non-discrimination covers all activities conducted by or on behalf of the Council, including, but not limited to, selection of members, the conduct of meetings and employment.

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