Your Success is Our Mission

We're a sibling consulting team, helping businesses grow and transition profitably. Having turned around, and sold our own family business, we know what is required when it comes to PE firms or succession planning. We offer a way to reduce your risk and provide a short term resource boost, to secure your success.


We had 63% Business Growth

$11M to $20M in under four years

We had an Increase to 14% Profit

From -$350,000 to 14% profit

We had 62% Employee Growth

80 to 130 employees in three years

    We had 63% Business Growth

    $11M to $20M in under four years

    We had an Increase to 14% Profit

    From -$350,000 to 14% profit

    We had 62% Employee Growth

    80 to 130 employees in three years

Your Dream…
We Make it Happen Together!

We’ve been in your shoes, and know the nuances and dynamics of a small, family business; as well as the financial, people, and time challenges put on you. As a business owner, you’re no stranger to the feeling of wearing multiple hats and competing personal and work priorities.

We are here to share with you the methods and tools we developed to transition our own business, this includes understanding what PE firms are looking for or what succession planning should entail. It’s not rocket science, but it definitely takes the right business partners to facilitate, coach and build the necessary resources and results for that transition.

When we sold our business, we learned that:

  • Three years of strong financial records are needed
  • Quality of the leadership team is important
  • Well defined processes are needed
  • Three year review of brand history is shown

Successful succession planning (whether family or others) requires:

  • The right leadership in place to support the new owner
  • Processes in place to ensure sustainable growth
  • Strategic playbook as part of the handoff

We are excited to share with you our proven methodology and tools.


The OG Method

At The OG Group, our mission is to empower businesses just like yours to not only flourish, but also operate with unmatched efficiency!

Whether your goals involve optimizing for sale, securing a family legacy, or granting your team the reins to run the show, we possess the expertise and dedication to make it happen. Your success is our mission, and we’re here to ensure you achieve it!

Planning stage. 3 Circle Infographic. 1st circle: Strategy - 1 Year Strategy, Gap Analysis, 3 Year Horizon, SWOT Analysis, Values, Mission Statement. 2nd circle: Financial - Monthly Review, Quarterly Review, Yearly Review. 3rd Circle: Operational - Monthly Review, Quarterly Review, Yearly Review.


  • Weekly Accountability Calls
  • Monthly Reviews
  • Quarterly Planning


  • People
  • Brand
  • Offering/Services


  • Family
  • Selling
  • Other

    “I’ve had the pleasure of working alongside Dana on a number of projects. With a front-row view into how Dana thinks, I’ve seen her ability to tackle big projects (and problems) systematically, collaboratively, and creatively. She sees how things are connected and she strategically adds her experience into every project she touches. She’s a visionary, leader, dreamer, and tactician … an all-around strategic mind.”

    -Scott H., Chief Strategy Officer

    “Today, I had a 1-hour Zoom meeting with Chuck and Dana. The way they can listen to your current situation and help you build a multi-stage business strategy is honestly mind-blowing. After the strategy was laid out, they pumped you so full of motivation that I found myself more excited than when I opened our doors. If you are a business owner, you really need to set up a meeting no matter how dialed in you think your strategy is. These folks are the definition of thinking outside the box. It’s been 20 minutes, and I’m already stoked for the follow-up!”

    -Arthur E.

    “I could talk about gaining clients. I could talk about doubling my business’s income. I could talk about being able to manage my work/life balance better. All this absolutely happened, but the biggest single factor that they helped me with? Mindset and insight. After 90 days, my business had been doing things I didn’t even fathom as possible, and I felt comfortable and confident going into my 90-day review meeting, checking off the wins I thought were too far out there.
    Keep your meetings, do the work, remain accountable, and show us results (no excuses). If you have the opportunity to use the OG Group, take it.”

    -Jon B.

    “I’ve known Chuck and Dana for a few years and admire their work growing businesses with amazing team cultures. That gives very wise counsel and actionable advice.”

    -Dave M.

    “Chuck is a rockstar of a leader. He always goes above and beyond for people who want to take it to the next level. His biggest impact on our business would be accountability and sharing his knowledge of what is best to do to grow. I am excited to see where this company goes and how many more people they will be able to impact with this company. Definitely recommend them!”

    -Brenna A.

    “Over 20 years, I’ve had the privilege of working alongside Dana and have had a front-row seat to the results of her work. Her extraordinary leadership, business acumen, cultural alignment, and her trustworthy decisions are only a few of the ways Dana stands above others within her field. She focuses on priorities and solutions to deliver the company’s long-term goals. Working with Dana, you see excellence in motion, and those around her are inspired and motivated to elevate their game. She’s an incredible business partner, and those who work with her will reflect on this experience as one of growth and positive transformation. I highly recommend Dana and The Opus & Golds group to advance and realize your company’s goals.”

    -Jill D., Sr Manager Field HR Support and Optimization

    “Chuck is a true leader and a great mentor. He knows what it takes to be a successful business owner. Not only has he done it, he has helped others grow their businesses. It would be impossible to express the value he brought to my company completely.”

    -Stephen H.

    “As a business owner, the biggest thing I found out was I didn’t know what I didn’t know. Think about that for a second. Chuck has guided me through many things, all the late-night conversations and just great laughs. He’s able to reflect on his past business to help me with mine. Like I said before, I didn’t know what I didn’t know. He’s built what I’m trying to build and has guided me through situations of what to do and, most of all, what not to do. He has already learned the lessons, so why would I want to learn them the hard way? I feel like I have skipped ten years ahead and saved a ton of grey hairs. I can’t wait for what’s next in my life and all my employee’s lives. Chuck is helping me build a better culture and better lives for our customers and team members. THANKS CHUCK!!!”

    -Chris T.

    “I’m looking toward to see where this company goes… You can’t help but be inspired talking with Chuck. He has a passion for helping people that you can genuinely tell gives him joy to share.  His results speak for themselves in the business he built, but within the first minute of talking with him, you’ll know he cares.  We’ve regularly spoken on zooms and I can honestly say every time we interacted I came away with something that made me or my business better. He’s also never hesitated to jump on a call to help if I had a specific question.  If you’re looking for someone to help you get to the next level, especially in the home service arena, do yourself a favor and make sure to talk with Chuck at the Opus and Golds group!”

    -Dave S.

     “Chuck and Dana have a depth of experience. When they meet with you, they listen to your questions/concerns, offer pointed feedback, and are great at breaking down action items into a timeline that works for you but keeps you on track. Meeting with Chuck and Dana was extremely powerful and is giving us direction on how to move forward productively and focus on areas that add to our business as soon as possible. It really is a holistic approach to growth but with ample experience to give you the confidence to keep moving forward.”

    -Rob H.

    “Chuck helped us with accountability, processes, and organization for our company. Great company to work with. Chuck is always there to help guide you in the right direction.”

    -Angel C.

Feel Like It’s Time to Step Up Your Game?

We’d love to engage in an exploratory conversation with you! This is not only to ensure we’re a good fit with you, but also to ensure you’re a good fit with us, so we can truly help your business succeed in the way you’ve always envisioned. Schedule your free call with us or contact us for more information.