I met Greg during the initial stages of due-diligence on a complex transaction that included a curve-out from a public company, and the acquisition of two companies founded by Greg. During the process, Greg walked me through the BOSS methodologies he had in place. In over 20 years as a private equity banker, and a member of multiple boards, I have seen both sides of process and the lack thereof. I must say, I was impressed.
I’ve known Greg, personally and professionally, for nearly twenty years. In that time, I’ve watched him build a number of companies—building visions into realities. As an Air Force Lieutenant Colonel, commander, and F-16 fighter pilot I understand and appreciate the value of trust, integrity, and alignment. Leading men and women in a highly dynamic, pressure-filled combat environment taught me that you cannot survive and succeed without a clear objective. Greg has repeatedly demonstrated the ability to set objectives and then deliberately work towards their accomplishment. The BOSS methodology is much more than agile it’s a method for survival and success in an ever-changing business world.
Greg is a force of nature. He inspires with his enthusiasm and excitement for developing new and innovative products. As a serial entrepreneur, he also possess the “owner mentality” and drives himself and his team to great heights where distraction and “BS” are not welcomed. He spoke at our annual Tech conference and had the room engaged with his style and content – while he may have represented the smallest business at the event (amongst multi-billion dollar companies), he had the greatest impact based on attendee feedback, owning the conference “like a Boss.” Not a coincidence that this book, and one of his management systems, is called BOSS.
I met Greg in the early stages of my run for congress. As a candidate, entrepreneur and public servant, I have been exposed to a wide range of strategies and after talking to Greg about BOSS, I enlisted him to provide training for my team. After a two-day training, we implemented the BOSS processes within our campaign organization. The results proved to be astounding, virtually every part of the campaign was transformed into a more efficient, connected team.
President and CEO
I encountered Greg as an investor in a company 30 days away from insolvency. I placed an investment, taking a long shot and believing in Greg’s market vision and ability to scale the company. Greg and his management team focused like a laser on what was essential to survive and thrive. They treated the company as a total realignment and with Greg’s vision reworked the entire company from scratch applying BOSS. Greg exited the company with a successful liquidity event for the shareholders. His methodologies remain at the core of the business operations today. I continue to work with Greg in different ventures employing his methodologies, and HIGHLY recommend that others do as well.
I met Greg when one of our portfolio companies acquired two business he had founded. We decided to acquire these 2 companies due to their tech solutions which we felt were highly innovative and responded well to market needs; both acquisitions delivered what we hoped. In addition our company management team was able to add a professional the calibre of Greg: he is truly visionary both in terms of forecasting what the market will require and of creating the solutions to meet those requirements. It has been a true pleasure having him on the Board.
Greg and I worked together on a number of startups, evolving an idea into a business requires a strong foundation of operational methodologies, strategy development, standardization and measurement. These tools aided Greg and I in turning our startup business into a growth machine.
In my 20 years as an investor and banker I’ve worked with many entrepreneurs. While a great many have seen success through planning, preparation to scale a business and course correction is an area that I’ve witnessed them fall short. Greg was part of a group of investors in an early stage technologies company that had been stagnant. Once engaged as a consultant he applied his agile business process and the company entered the market and within thirty days started producing results, 15 months later the company has exceeded its targets and is approaching a mid-eight-digit exit. Unbelievable!
In my years as legal counsel to hundreds of entrepreneurs and working on a multiple of mergers and acquisitions, I have encountered a great many successful people. Greg’s unique acumen permits him to achieve excellence in a range of situations; from his own startups to rollups to public company carve-outs. His Agile Business methodologies are a key component in the business operations of each, which I can appreciate in my role – where there is little room for error in processes and procedures.
My experience as a seasoned investor in various mergers and acquisitions has given me a lens to recognize those that understand the phases businesses experience. Working alongside Greg as a member of a board of directors and witnessing the consistent progress of his processes as a consultant brought to light crucial operational tactics that the company has since implemented. The outcome has been impressive, healthy scaling is an art, Greg’s agile business operations system deployed has increased the company value by five times in less than a year.
Greg Shepard has an incredibly strong business acumen, he is a seasoned veteran in building and running businesses. I have worked with Greg in several capacities, with his former company as well as often times consulting SHOP.COM on strategic development. Utilizing SWOT analysis and problem solving by asking the “5 Whys”, he has been able to help us identify the most immediate opportunities and how to solve them.
David W. Chapman
CEO & President
I first met Greg while I was the CFO for an emerging technology company. Greg agreed to be an advisor to our company to help us understand the affiliate marketing space. Greg’s industry knowledge was invaluable but was an assumed part of the relationship. An unanticipated learning came from insights gained by witnessing how he managed his business through strict operational discipline, enabled through the company’s use of its own internally developed software. Seeing his ability to make decisions based on real-time data related to the KPI’s of his business was impressive. After founding my own strategic outsourced CFO practice, I was able to engage with Greg’s company to help manage the typical operational challenges of a growing international business. Seeing the business from the inside, I was afforded the opportunity to witness Greg’s Agile Business operations systems. Reflecting back, I recognize it was these systems and the processes around them that were instrumental in driving the growth of the business which, in turn, drove a liquidity event within 12 months of my engagement.
Greg’s exemplary leadership capabilities have been leveraged time and time again to build world class organizations. As a friend and advisor for many years, I’ve had the privilege to watch Greg perform at the highest levels and effect positive change despite volatile and often chaotic environments. There is no doubt that the combination of his metric driven approach to business, dedication to process and military precision, drive Greg to succeed where others would fail.
The Honor Foundation is a Transition Institute for the worlds top 1% of the U.S. Military. THF offers Navy SEALs the best in executive education, coaching, and mentorship. This community of Special Operators naturally gravitate toward the world of entrepreneurship. We had Greg as guest faculty and he provided a breath of fresh air in the world of entrepreneurship, motivation, and knowledge that can be provided only by someone who has lived it. The Alumni of THF left excited and focused on their potential as entrepreneurs!
Delerrok began with a product and a concept. Greg joined my team as an investor and consultant in the very early stages and quickly identified critical steps in our processes that took my startup from an early stage research and development company to an eight-digit valuation business. Putting his agile operations principles into action we entered the market strong, built market share and using BOSS, scaled with surprising ease.
PayQuicker, was founded in 2007 as one of the first global payment solutions. Greg was brought on in the very early stages, quickly applying a range of business tactics to ascertain individual steps to access this extremely competitive landscape. It was not until later I discovered Greg applied the BOSS methodologies for the strategies and tactile execution used to achieve the results. My experience with Greg has been impressive. It’s rare an overall process logic can be used in a go-to-market strategy, and ten years later, even though direction has evolved, Greg’s business operations system survives.
As a CMO for high-growth startups, my most crucial objective is to activate my strategy quickly and efficiently. I needed a method for managing processes and aligning marketing with other departments. Thanks to Greg and the BOSS system, I am able to dramatically increase my team’s efficiency while seamlessly aligning to cross-department processes.
Greg’s position as a thought leader made him an obvious choice when my company was seeking an outside consultant. He did not disappoint. Greg worked with our strategic partners, once aligned, setting targets and deployment objectives. Using his BOSS process, he was able to keep the project on target and measure performance. The project is still a success years later due to the process architecture put in place, which has survived even through an exit.
Chief Client Officer
While agile remains a buzzword, many businesses struggle to define how best to understand, apply, and execute agile in business operations. Greg’s rise as a thought leader is a display of vision and the rare ability to see through the noise and articulate what drives scalable business growth.
During the 15+ years I have known Greg, he built two companies, both of which did integrations with my company. Greg builds strong industry leading companies using measurable results, and by fostering motivated teams who are empowered to execute on tasks without waiting for answers from upper management. He is able to maintain effective working relationships and turn them into sustainable partnerships.
I've had the privilege of working with many investors and entrepreneurs throughout my career. It is rare that I come across someone who is not only a wildly successful serial entrepreneur, but also understands how to pave a clear path to success that strengthens the bond between investor and entrepreneur, bridging one of the biggest gaps in the industry today. I thoroughly enjoy working with Greg, who has already brought great value to our company within a short period of time. If you are fortunate enough to have Greg join your journey, I strongly suggest that you don't think twice.
Dean, CSU San Marcos
Greg Shepard’s track record has shown him to be a very knowledgeable and experienced entrepreneur, angel investor, and businessman. He is also an incredible motivator! Greg spoke to nearly 100 students in our In the Executive’s Chair class with a very positive response from, and engagement level with, the students.