LEADERSHIP DEVELOPMENT & STRATEGIC ADVISORY

Equipping CEOs, Boards, & teams with the clarity, strategy, & execution to lead confidently

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Leadership isn’t a formula.
It’s a force

Five Banyan Advisory doesn’t deliver generic leadership models. We work directly with CEOs, Boards, and Executive Teams to solve high-stakes challenges with tailored, practical solution.

Our approach is:

  • We’ve led, scaled, and made the same decisions our clients face.

  • Every engagement is tailored to the organization, its leadership team, and its unique challenges.

  • Clients leave every conversation with clear, actionable steps to move them forward.

  • Executive Coaching

    When leadership sets the tone, performance follows.

    Great leaders don’t just execute strategy—they inspire followership, build momentum, and shape cultures that drive performance.

    Five Banyan Advisory equips executives with the behaviors, decision-making skills, and leadership presence to operate effectively at the highest level. Our approach is sharp, practical, and immediately applicable.

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  • Team Effectiveness

    Teams that move together, win together.

    Alignment isn’t just about structure—it’s about how teams of leaders operate together.

    Five Banyan Advisory works with executive teams to strengthen collaboration, clarify decision-making, and create a culture where trust and accountability drive results. We move beyond surface-level solutions to address the real barriers that hold teams back.

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  • Business Advisory

    The right decisions start with the right conversations.

    From scaling to succession, Five Banyan Advisory provides strategic guidance for CEOs navigating complexity.

    Whether leading a family business through generational change, preparing for an acquisition, or structuring leadership for long-term growth, we ensure clarity, alignment, and results.

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  • "Stephanie brings a rare blend of science-based coaching and real-world executive experience"

    She doesn’t just offer advice—she moves leaders from point A to point B with a clear, effective framework. Her ability to cut through complexity, align teams, and drive results is almost impossible to find in this space.

    Micah Dawson, Principal, Portfolio Support Group, Trivest Partners

  • " Working with Stephanie was transformative for both our business and our family"

    Stephanie helped us navigate complex family dynamics, structure leadership roles, and develop a clear five-year plan—ensuring alignment and confidence in our path forward. She has a rare ability to engage even the most reluctant voices, uncover hidden challenges, and drive meaningful conversations that lead to real solutions.

    Matt Whelchel, CEO

  • "Stephanie's strategic insights and ability to integrate multiple perspectives created a proactive path forward"

    Stephanie quickly assessed a complex leadership challenge, bringing clarity and alignment to our team. Her strategic insights and ability to integrate multiple perspectives created a proactive path forward, strengthening both leadership and team dynamics. Her expertise spans industries, but what sets her apart is how seamlessly she applies it to real-world challenges.

    Brian Moss, CEO, EfficientCME

Trusted by CEOs, investors, & leadership teams across diverse industries.

We work with leaders and organizations operating in complex, high-stakes environments, including:

  • Navigating leadership transitions, aligning executive teams, and accelerating value creation.

  • Developing high-potential leaders and strengthening team cohesion.

  • Scaling operations, refining leadership strategy, and structuring for sustainable growth.

  • Navigating generational transitions, aligning stakeholders, and preparing for long-term success.

  • Leaders balancing clinical, research, and administrative responsibilities while driving strategic alignment.

  • Building leadership capability, enhancing team effectiveness, and scaling with speed.

  • CEOs leading expansion, acquisitions and integrations, and setting long-term growth strategies.

Clients we’ve worked with

Clarity drives momentum

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