The TAB PA & Ohio Valley organization provides monthly advisory board meetings and executive coaching to 85 member business owners across several counties in PA and NJ, generating over $725 million in member revenue and employing over 1,600 people. They have 5 certified facilitators and coaches who lead the monthly boards and coaching sessions, utilizing TAB's proprietary tools and programs to strategize and analyze member businesses. The goal is to provide practical solutions, peer support, accountability, and help members get things done to continue the success of their businesses.

1. TAB PA & Ohio Valley
Profile of Our Organization
85 Members
• 10 Facilitated Monthly Boards & 1on1 Coaching
with Members
• 2 Key Executive Program Monthly Boards
• Additional Monthly Coaching
• Member Revenue - $ 725 Million
• Employees of Member Companies - 1,600
Partnering with businesses across Berks, Bucks, Chester, Lehigh & Montgomery counties in PA and
Sussex & Warren counties in NJ

2. TAB PA & Ohio Valley
Who we are:
Brian Nelson Spencer Deane Rick Foltz Jean Nelson Rip Tilden
TAB Certified TAB Certified TAB Certified TAB Franchise TAB Certified
Facilitator & Coach Facilitator & Coach Facilitator & Coach Broker Relationships Facilitator & Coach
TAB Area Developer TAB Area Developer TAB Area Developer Area Developer support Makarios Consulting
Background Background Background Background Background
• CPA/MBA • MCIM • BA Economics • Marketing Degree • MBA
• Leadership/Management • Leadership/Management • Leadership/Management • Sales & Merchandising • Leadership/Management
• GM/CFO • CMO/VP Marketing • GM/Sales/Operations • Manufacturers Rep • Operations

3. TAB PA & Ohio Valley
The Alternative Board (TAB)
PA & Ohio Valley
3990 Ashland Drive, Suite #2
PO Box 799
Skippack, PA 19474
www.TABPAOHValley
• Conference room availability
• Additional space for
confidential communications
• Easily accessible in Skippack

4. What is The Alternative Board (TAB)?
World’s largest franchise system
providing business owners and other
business leaders with:
Advisory Executive Business
Boards Coaching Consulting
Education Resources
 An exclusive member-only organization for leaders
of privately held businesses
Owners, CEO’s, Presidents or Partners

5. 1st TAB Method for
continued Business Success
Advisory
Board meetings Boards
• Monthly – same day each
month (4 hours)
• Up to 8 members per Board
• Meetings take place at
members locations - rotational
• Non-competing members, No
Key suppliers or customers
• Professionally facilitated and
structured

6. 2nd TAB Method for
continued Business Success
Executive
Private Coaching Sessions Coaching
• Private coaching between you
and your TAB facilitator/coach
• At your location or off-site at
TAB office (Skippack, PA)
• Implementation of strategies
• Focus on key issues for next
board meeting
• Follow up and action plans
review

7. 3rdd TAB Method for
continued Business Success
Constant focus and attention
Education
• Analyze and strategize your business Resources
• Utilize TAB proprietary tools/programs
o TAB Business Vantage®
o Strategic Business Leadership®

8. TAB – What we really Provide!
• Practical solutions rather
than theory
• Support group of ‘peers’
• Accountability
• We hold your feet
to the fire
You get the things done that need to be
done for the continued success of
your business!