Join a trusted network that helps your business grow while preserving what makes your business unique.

Strategic Partnership

Gain instant access to industry expertise and best practices.

Coaching & Best Practices: Empower you and your leaders to enhance skills and drive organizational success.

Dedicated Operating Leader: Your leader works closely with you to provide strategic guidance and connect you with resources inside and outside the organization.

Banyan Operating System: A series of playbooks built to support your growth and share best practices.

Strategic HR: Assistance in recruiting key executives, talent and organizational planning, and leadership development.

Strategic Finance: Assistance in using objective financial information to drive informed and strategic business decisions.

“Banyan was founded with a belief that we can build on what founders have worked so hard to create. I’m proud to say we’ve made that vision a reality for so many owners, their teams, and their customers.”

David Berkal,
CEO of Banyan Software

“Having weekly touchpoints with my Operating Partner and on-demand access to experts and resources to address any given challenge, gave me confidence that we could continue to grow this business together.”

Cathy Wassenaar,
CEO of NCT

Growth
Enablement

You have the option to tap into proven playbooks, in-house experts, and vendor networks across key functions, including:

› Finance & Accounting: reporting systems, budgeting support, financial analysis, tax and compliance guidance

› Technology: senior technology advisors, Technical Guilds, AI bootcamps, workshops, India Technology Hub

› Sales & Marketing: webinars, workshops, product positioning, pricing and packaging, sales processes, website audits, preferred vendors

› HR: strategic talent and organizational advisory, HR best practices and templates, opt-in payroll and benefits administration (North America only)

› Talent Acquisition: internal recruiting agency, candidate screening, new CEO searches, and new hire contracts.

› Legal: template libraries and trainings, strategic contract guidance for large deals, preferred outside counsel

Success Spotlight

TransPlus recently executed a sales transformation by streamlining processes, offering purpose-built compensation plans, and modernizing their digital marketing efforts. The results speak for themselves with a reduced averaged sales cycle from 160 to 30 days and an increase of new monthly customer acquisitions by 400%.

“The Banyan team’s depth and breadth proved invaluable in growing our business. We’ve achieved a 100% increase in recurring revenue over two years”

Jake McGuire,
CEO of TransPlus

Peer Communities

Connect, share, and learn from peers to foster innovation and growth.

› Onboarding: Support through your integration process and introduction to the tools and resources available to you.

› Functional Guilds: Create meaningful connections between functional leaders, including Sales & Marketing, AI, Product Strategy, and Customer Success.

› CEO Summit: Regular offsites with all Banyan Business CEOs, Banyan Leadership, and Operating Partners.

› Community Portal: Best practice sharing and access to resources, one-on-one introductions, and more.

Every business is unique. That’s why you keep control of the day-to-day, while we offer resources and support you can tap into as needed to unlock long-term success.

“Part of being within a larger organization is that there is expertise that resides in all the other businesses. Having access to those leaders who have faced similar challenges is invaluable.”

Adam Cole,
CEO of Medicat

Ready to explore further? Set up an introductory call to better understand how we work with our businesses. Get in touch >

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