Advisor’s Stories

Below are the Advisor’s stories. All Advisors with Growth Concepts are on an international Team basis. We form a panel with those with experience in your industry and the AI tools that will move your company forward.

David Whipple, Founder, Principal Advisor

Mr. Whipple graduated from the University of Utah in 1985 and went into selling businesses. One work day he brought a company’s documents to Ralph his manager and said, “this is a great business to sell”. Ralph looked at them and shook his head,”no”.  Mr. Whipple explained, “But it has profitable sales”. Ralph shook his head and went on to teach him how it was not valuable even with profitable sales. What Ralph taught David was not taught in his schooling and is not taught at business schools today.

So, Mr. Whipple went about selling businesses and was later voted on the presidential committee for the most and best quality transactions. He continued selling businesses but was asked by many business owners. How do we increase our company’s value? He went on to help them with the things he learned from the University of Utah and his experience with other owners.  After 20 years assisting businesses in over 44 different industries and learning that they all have some things in common (like businesses all have accounting p& ls and balance sheets) he published his first book, “14 Immutable Laws of Business Value“. A few years later he had a friend, Eric, develop his word dynamics application (Analyzer I) and then a team develop the first Analyzer II beta called Centerfigure. He used those for many years but a year ago updated Centerfigure 2.0 to Analyzer II 3.0. And Analyzer II 3.0 developed in python by David Max Whipple running over 10,000 variations of a business model to find the optimal value in seconds and also a tool to find untapped business value.

About 7 years ago he started sharing his ideas with other Cohorts online and in one-to-one training. Soon they began to join his business value community to learn his unique perspective of business value’s principles and laws, that is not taught in Universities, and is the “why” of the Emyth. Plus, he does not do productivity, cost cutting, advertising or margin moves but a unique combination of strategic initiatives with intangibles of business value that are moving the business towards the ideal business organization that increases the discretionary cash 3 to 5 times.

 

Herman Senior MBA,

Executive Advising & Business Value Bio

Herman Senor II is an executive advisor who blends a decade of leadership, talent development, and organizational structuring experience to help businesses grow with clarity, alignment, and long-term value.

With a background that spans coaching, recruiting, operations, and business consulting, Herman has developed a unique lens for understanding people, systems, and performance. He uses this integrated perspective to guide youth organizations, small businesses, and emerging companies in building the structures, strategies, and internal practices that make them more valuable, more transferable, and more attractive to customers, partners, and future buyers.

Through Your Value Source, Herman applies proven business-value methodologies—ranging from forecasting and feasibility studies to operational clarity and organizational alignment—to help leaders make confident decisions about growth, positioning, and long-term sustainability. His approach bridges real-world leadership experience with professional advisory tools, making business development practical, human, and achievable.

Herman has worked with startups, community organizations, and early-stage teams on initiatives such as strategic planning, financial modeling, brand alignment, staff development, operational design, and partnership strategy. He has collaborated with groups including Make It Work Global, Project Mack, The Urban League, local youth programs, and nonprofit leaders to bring structure, visibility, and momentum to their missions.

Now expanding YourValueSource.com, Herman is designing an ecosystem that funnels leaders, entrepreneurs, and families into advisory frameworks that strengthen their decision-making, clarify their direction, and ultimately increase the transferable value of their ventures. His mission is simple: to help people and companies build structures that outgrow them.

Those who want to learn more about Herman’s journey or sports background can find him on LinkedIn, Instagram, and other platforms under Herman Senor II.

 

Jim Roach, MBA, Founder  Shadow Rock Consulting Group

After working for years in financial-services firms like Lincoln Investment Planning, Sequinox and American Wealth Strategy Group, I realized my interest went deeper than individual financial planning. I kept returning to one question: Why aren’t more small firms operating with the systems, structure, and clarity that major firms enjoy?

That question sparked a shift. I moved from advisor support into business analysis, coaching, and strategy roles; at Sequinox (as a Certified Exit Planning Advisor), at Banner Group as Business Analyst, and in my own consulting capacity. What became clear: many small and midsize businesses struggle not because they lack potential, but because they lack the right framework to unlock it.

With Shadow Rock Consulting Group, I set out to change that. I offer business owners proven, realistic systems; lead-generation funnels, value-discovery workflows, referral engines built on simple tools (sheets, CRM fundamentals, email, automation), not fancy software or bloated overhead. My goal isn’t short-term spikes, but long-term value: a business that runs efficiently, grows predictably, and builds real equity.

In every engagement, I bring clarity, discipline, and empathy because I know what it’s like to juggle business growth alongside family, personal debt, and life responsibilities. My mission is to help businesses grow in a way that supports the owner’s life and legacy, not in spite of it.

If you choose to work with me, you get more than a consultant. You get a strategic partner committed to turning potential into real, sustainable business value.


Sampath Premarathne | MBA | Lean Six Sigma Black Belt

Business Value Elevation Strategist | Ambassador of Business Value | Banking Professional | Certified Lean Management Professional

Maximizing Enterprise Worth & Building Long-Term Value

Sampath’s core focus is on helping businesses maximize their enterprise worth by building long-term, sustainable value, resilience, and transfer-ability. Drawing on over two decades of experience, he implements strategic initiatives that go beyond short-term fixes, ensuring a company’s structure, performance, and financial health are optimized for significant growth and value elevation.

The Value Elevation Framework

Sampath’s framework is designed to integrate strategic planning with operational excellence and robust governance, directly impacting the fundamental drivers of enterprise worth.

  1. Strategic Transformation & Governance

The foundation of lasting value is a resilient, well-governed business architecture. Sampath achieves this by:

*             Designing and Executing Enterprise-Wide Transformation: Developing strategic roadmaps to enhance long-term sustainability and scale with resilience.

*              Strengthening Governance & Accountability: Implementing governance frameworks to enhance leadership accountability and overall enterprise value growth.

*             Optimizing Organizational Structure: Partnering with C-suite executives to guide strategic transformation and improve workforce planning for sustainable growth.

*             Driving Investor Readiness: Providing strategic advisory on financial strategy and business excellence to position companies for growth and attract investment.

  1. Financial Health & Control

Transferable value is directly linked to financial clarity and control. Sampath focuses on strengthening the balance sheet and improving liquidity visibility:

*             Financial Restructuring & Profitability: Leading strategic and financial restructuring initiatives that have historically boosted profitability by 20%.

*              Robust Cash Flow Management: Implementing comprehensive cash flow management and forecasting systems, which improve liquidity visibility and financial control by over 25%.

*             ROI Visibility & Cost Efficiency: Designing and implementing KPI-driven dashboards to enhance cost utilization monitoring and increase project ROI visibility by 25%.

  1. Operational Excellence & Efficiency

The operational engine must be efficient, standardized, and ready to scale to support increased enterprise worth:

*             Business Process Re-engineering (BPR): Delivering BPR and transformation programs that align people, processes, and technology, improving operational efficiency by as much as 30%.

*              Standardization and Internal Controls: Strengthening internal controls, organizational structures, job descriptions (JDs), and Standard Operating Procedure (SOP) frameworks.

*             Technology Enablement: Leading ERP integrations and cross-sector consulting to improve cost efficiency and service delivery through technology adoption.

Experience Summary:

Business Excellence & Transformation

Expert in driving operational efficiency and financial stabilization through comprehensive process reengineering and system integration. Proven track record in leading end-to-end digital transformations and establishing high-performance frameworks.

Key Project Highlights

*              Banking & Finance: Orchestrated BPR and Manpower Planning for a leading commercial bank in Sri Lanka, covering Digital Banking, Lending, Corporate Banking, and Remittances.

*              Utilities & Energy: Streamlined all branch and Customer Service Center (CSC) operations for Lanka Electricity Company (LECO), focusing on billing, maintenance, and administrative accounting.

*              Manufacturing & SMEs: Directed full-cycle ERP implementations for multiple manufacturing firms and SMEs, optimizing supply chains and enhancing system integration.

*              Cross-Sector BPR: Delivered tailored optimization solutions for Hospitals, Tea Industry, Automobile Purveyors, and Power & Energy firms.

Core Competencies & Accomplishments

*              Financial Restructuring: Led critical stabilization efforts for manufacturing firms, including securing debt moratoriums and implementing strategic financial recovery plans.

*              Operational Excellence: Developed and deployed KPIs, Standard Operating Procedures (SOPs), and meeting frameworks to ensure sustainable business growth and daily performance monitoring.

*              Project Leadership: Managed end-to-end software deployments, from initial diagnostic analysis and installation to staff training and successful go-live.

*              Interim Management: Served as Head of Finance for a manufacturing organization, successfully stabilizing the department through rigorous process implementation.

Sampath’s integrated methodology ensures that every strategic move—from a BPR initiative to a new governance framework—is deliberately aimed at increasing the discretionary cash flow, reducing operational risk, and ultimately achieving the ideal business organization that drives up the company’s enterprise value. Know more about Sampath via linkedin: www.linkedin.com/in/sampath-premarathne-michigan <http://www.linkedin.com/in/sampath-premarathne-michigan>


Robert Sperling:  Rob is a 25-year communications and organizational strategy veteran who has experience in government, military, not-for-profit, and private sector organizations.  The owner of RS Business Ventures, Rob, offers his clients a broad spectrum of tailored services to help small- to mid-sized businesses reach their customers in unique, highly personalized ways that capture their individual story. linkedin.com/in/robnsperling