Real Guidance. Trusted Experts. No Sales Pitches.

Real Guidance. Trusted Experts. No Sales Pitches.

What if you had a room full of Trusted Advisors without the price tag?

Get legal, financial, tax, and strategic insights from North Bay experts — all in one place, without paying retainers or sitting through boring, salesy seminars.

As a business owner…

You’re Not Short on Advice. You’re Short on Clarity.

When no one’s connecting the dots — not your CPA, your attorney, or your HR person — you’re the one left holding it all together.

If you’re like most business owners, you already have some advisors. Most likely a CPA, an attorney, an HR or insurance person. But if they’re not working together, they’re probably not working in your best interest.

Does any of this sound familiar?

  • You have a CPA, an attorney, maybe even an HR or insurance contact… but they don’t talk to each other.
  • You’ve been handed advice in pieces, but never a full strategy.
  • You’re wasting hours Googling what you “might” need — just to avoid paying another retainer.
  • You don’t know what you don’t know — and that’s the scariest part.
  • You’re tired of being sold to when all you want is clear, actionable advice.

That’s exactly why we created North Bay Trusted Business Advice.

That’s exactly why we created North Bay Trusted Business Advice.

You’re not alone — and you’re not crazy for feeling like advice from your CPA, attorney, banker, or insurance agent doesn’t always line up.

North Bay Trusted Business Advice is a growing community of vetted Trusted Advisors and local business owners working together to solve problems, share insight, and finally bring strategic clarity to the table.

We’re a new kind of community that’s built for business owners who want real guidance, honest conversations, and a place to ask the questions that matter.

We’re not here to pitch you. We’re here to educate, connect, and empower you.

What Your Membership Includes

In-Person Meetups & Events

Get practical strategies from local experts while enjoying drinks, appetizers, and peer conversations — no boring seminars, no pitches

Private Discussion Forums

Ask questions, share ideas, and learn from other business owners and trusted advisors in real time, anytime.

Courses & Self-Paced Training

Explore deeper topics through on-demand video lessons led by experienced professionals in legal, tax, HR, operations, and more.

Tools & Downloadable Resources

Access calculators, templates, checklists, and practical downloads to apply what you learn and save time in your business.

Access for Up to 5 Team Members

Empower your leadership team to attend, learn, and apply insights together — aligned, informed, and growing.

Local. Focused. Sales-Free.

Every expert is vetted, every session is relevant, and no one is here to sell you — just to help your business thrive in the North Bay.

Business Topics We Cover

NBTBA is organized around the issues that actually affect your business.

  • Tax & Accounting

  • Legal & Regulations

  • Financial & Wealth Planning

  • Insurance & Risk Management

  • HR & Employee Benefits
  • Exit & Succession Planning
  • Strategy & Leadership
  • Operations & Process Optimization
  • Marketing & Sales
  • Technology & Data
  • Lending & Cash Flow Management

We don’t just talk concepts — we break down real problems and how to solve them.

Founding Member Opportunity (Why It’s Free Right Now)

Founding Member Opportunity (Why It’s Free Right Now)

We’re still building — adding more trusted advisors, developing a growing content library, and designing future events around member feedback.

  • You’ll hear from local experts in tax, law, HR, insurance, strategy, and more — all in one place
  • You’ll join in-person sessions with case studies, Q&A, and real conversation
  • You’ll learn how other business owners are navigating the same problems — and solving them
  • You’ll stop guessing and start making better decisions with clarity and confidence

And the best part? You won’t need a $10,000+ consulting budget to access this. For a limited time, membership is completely free while we build the platform, grow the advisor network, and shape the content with your feedback.

That’s why you can join for free right now, as a Founding Member.

No payment
No card required
No commitment

Just your seat at the table.

What It Will Cost (Soon)

Once we launch our full membership:

pay monthly

$99 / month

  • In-Person Meetups & Events

  • Private Discussion Forums

  • Courses & Self-Paced Training

  • Tools & Downloadable Resources

  • Access for Up to 5 Team Members

pay quarterly

$265 / quarter

  • In-Person Meetups & Events

  • Private Discussion Forums

  • Courses & Self-Paced Training

  • Tools & Downloadable Resources

  • Access for Up to 5 Team Members

pay yearly

$950 / year

  • In-Person Meetups & Events

  • Private Discussion Forums

  • Courses & Self-Paced Training

  • Tools & Downloadable Resources

  • Access for Up to 5 Team Members

Every plan includes access for up to 5 people from your business.
Cancel anytime. No long-term contracts. Massive long-term value.

You’re a great fit for NBTBA if…

You’re a great fit for NBTBA if…

  • You run or lead a business in the North Bay
  • You want practical guidance from trusted experts
  • You’re tired of fragmented advice and second-guessing every decision
  • You want to learn before there’s a crisis — not during one
  • You believe community is better than going it alone

What People Are Saying…

“I was impressed with the quality of the professionals.”

Mike Brouse

“Getting to know the professionals in a less formal setting. Collaborating with other professionals in the breakout groups. I think this group could lead us to executing our exit strategy for our business sooner rather than later.”

Denise Fitzgerald

“Informative and entertaining.”

Paul Schwartz
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Let’s Make Better Business Decisions — Together

Join now as a Founding Member.

Shape the future of NBTBA. Gain early access. Learn from real experts.
And finally… stop guessing.