Delray Florida
Delray Beach, Florida
Presented by
for an interactive, implementation-driven experience led by Kelly Roach and her executive leadership team at The Advance, The Business Advisory, and Kelly Roach International.
Our Advanced Legacy Experience is reserved for established million and multi-million dollar leaders who want to position their business for profitable exit by developing, growing and leading winning, autonomous teams and installing replicable sales systems.
Feel free to attend solo or with your right hand – either way, our agenda is packed with ample time for learning, strategizing, and implementing both on your own and with our team.
You will leave with a clear sales process that both you and your team can follow, along with key insights on how leaders across our portfolio of companies are growing fast while driving culture, autonomy, and profits – so that you can apply these same principles to your own leadership.
Sales is the lifeblood of your business: but you can't be the only one producing.
The premise of our March 2025 Legacy experience is on building replicable sales systems and standard operating procedures that anyone on your team can implement.
We're honing in on how to maintain vision and culture to thrive in any high-pressure environment, so that your team can continue to perform at the level required for unstoppable, predictable growth.
You will work hands-on with our team to build and install a 6-part sales system that serves as a foundational standard operating procedure for revenue generation in your company, no matter how much -- or how little -- you're involved in the process.
With a combination of group mastermind sessions, focused planning time (either solo or with your team), and Q+A, we'll equip you with the tools and strategies to continue building a self-led, profit-producing machine, so you can step back from running the day to day in your organization, start new business ventures, or explore passion projects aligned with your calling - without compromise.
Our in-person retreats are designed to foster deep connections within the community, offer immersive experiences, create space for much-needed strategic thinking time, and help you develop a crystal-clear action plan to elevate your business.
Are you ready to become the leader your business requires?
Tuesday, March 25
6:00 pm | Cocktail Welcome Reception: Meet and network with other business owners and our team
Wednesday, March 26
AM | Unbreakable Leadership with Kelly Roach: maintain your vision and culture to thrive in any high-stakes, high growth environment
PM | Your high-performance sales engine: a systematic approach to driving revenue daily through your team {+ a panel discussion with Kelly Roach's executive leadership team}
PM | Group Networking Dinner
Thursday, March 27
AM | Installing your 6-part sales system for consistent, exponential growth: create replicable, scalable results with a proven standard operating procedure that can be repeated by anyone on your team.
PM | Hot Seat Mastermind with Kelly Roach
Friday, March 28
AM | Legacy by Design: What you can do now to position your business as a sellable asset, so you can exit when you want with a lucrative multiple + create generational wealth
PM | Group Debrief and Discussion
"I've always been attracted to the concept of servant leadership, and Kelly and her team have given me the resources to do that more effectively. When I started, I would say my company was a 5% self-led company. Now, we are closer to probably 80% self-led."
John Briggs,
CEO of Incite Tax
"One of the biggest things I've learned from Legacy Leaders is that I'm the nexus of everything that happens in the business. What goes on inside myself on the daily - my mindset, my vision, my capacity to be present. And, having this strategic place where the information on the next right step, in conjunction with the bigger vision happening simultaneously, has been unparalleled."
Dr. Karen Curry Parker,
Founder & Creator of the Quantum Human Design™ for Everyone Training System and the Quantum Alignment System™
"One of the things I absolutely love about the mastermind is that it's led by someone who understands how to build teams that can build companies. Being here has helped me not only build a program, but truly build an organization and business asset that can continue to work without me. I anticipate decades after I'm gone, my company will still exist and still be serving the people it's called to serve."
- Dr. Nneka Unachukwu,
founder of EntreMD
Kelly Roach
Founder and CEO, Kelly Roach international + The Business Advisory
Read Bio
One of the only female founders in the online space to build her company from 0 to 8 figures with no debt, no investors and no outside funding, Kelly is a former NFL cheerleader and Fortune 500 executive turned entrepreneur and CEO of 6 companies. She's led record breaking teams through economic downturns, and is passionate about helping business owners step into their next level of self and team leadership. Kelly is currently working to build a portfolio worth over $100 million dollars, and has built her Inc 5000 recognized coaching business to 8-figures while supporting clients to do the same.
Danielle Cevallos
President of Kelly Roach International
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Danielle has been a major catalyst behind growing of our coaching and consulting company to the 8-figure mark, advising 7 and 8-figure clients on how to leverage their online presence to scale. She started as a part-time contractor with Kelly Roach International, and worked her way up to the role of president of 3 of Kelly's 6 companies. Her background in psychology, education and copywriting gives her a unique pulse on the current marketing landscape and culture.
Kate Jaramillo
Director of Coaching
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Kate is a 3X cookbook author, health, mindset, and business coach who loves helping entrepreneurs launch, grow, and scale their online businesses. She wholeheartedly believes in the power of coaching, networking, and personal development for short and long term success. Kate's high \ energy and background positions her to help our clients gain the mindset they need to fully realize their potential and soar in our programs.
Khaïry Varre
Director of Business Solutions, The Business Advisory
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Khaïry spent 10+ years helping organizations and high performingteams deliver mega-projects ranging from $50M to $6B in scope. In 2018, she started her business helping entrepreneurs achieve their business goals in record time, equipping small and mid-sizeorganizations with the knowledge and tools that large corporations use to conquer markets. She built her consulting business to 6-figures within a few short months before folding it (and her MBA lecturer gig) to join our team as a strategist for 7+ figure entrepreneurs. She’s helped businesses start and scale to 6-figures in one year or less, scale from 6-7 figures in one year, and helped 7-figure businesses triple their yearly revenue in one year, creating 60 million dollar businesses – all with very healthy profit margins.
Krista Cerminaro
Director of Marketing, The Business Advisory
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Krista has spent 7 years in the marketing field and digital media, where her career evolved from writing and copyediting in a traditional newsroom, to e-commerce, print and and social media marketing for $20-$30 million organizations. Driven to make a greater impact, she joined forces with The Business Advisory in 2020 as a social media platform manager, and worked her way up to brand content manager and now Content Marketing Director, where she oversees the company’s social media marketing initiatives, email marketing, paid and organic acquisition, SEO and website management, and Live Launch® strategy.
Veena Jetti
James Malinchak
Our event will take place at The Seagate, nestled on one of Delray’s private beaches in beautiful South Florida. The resort boasts a newly-redesigned championship golf course and full service spa, along with two swimming pools, and four relaxed dining settings beach dining to gourmet affairs.
Address: 1000 E Atlantic Ave
Delray Beach, FL 33483
Phone: 561-665-4800
While you’re welcome to book your stay on-site, you may also choose to stay at a nearby hotel or AirBNB.
The Ray | Delray Beach
Hyatt Delray Beach
Aloft Delray
PRICING
Payment Options
Pay in full
$3,500
One time payment
Payment Plan
$1,200
3 payments
