Chalice Network: Focus On What Matters

The world of business is not easy. Big modern technological advances and highly competitive markets mean that business owners and entrepreneurs need an advisor and mentor who can guide them in their business endeavors. San Diego-based Chalice Network helps businesses and entrepreneurs achieve their goals.

Chalice Network was established by Keith Gregg in 2016. It is a member benefit organization that aims to help independent wealth advisors, entrepreneurs, and business owners by providing them a fully integrated suite of technology tools, products, and services through a single sign-on shared services technology platform called Chalice Advisor Exchange™.

The organization today leverages the power of its network’s 55,000 members to deliver the best discounted pricing on products and services. This way the organization is empowering entrepreneurs and business owners by creating an ecosystem for innovators to share ideas and grow together. “There are so many choices and decisions around products, services, technology, and tools a business owner needs to consider, and most of our members have tons of employee experience, but little experience as business owners and operators. Who can they turn to for experience, expertise, and support? This has been a real challenge until Chalice came into the picture,” says Keith Gregg, Founder and CEO of Chalice Network.

Keith founded the organization after having worked for over three decades in various leadership positions in the Financial Services industry. Due to the advancements in technology, he noticed that the trends were leaning towards the independence and liberation of the employee. They could now turn into entrepreneurs and business owners. He felt that there was a requirement for an organization that could become a web-based membership platform that SMBs go to – for advise. “Far too often, too many decisions create indecision, and wrong decisions cost you money. We find the best of breed products and services and deliver them to our members and provide white glove service and support to our members,” explained Keith. Ina short time, Chalice Network became the support and guide for businesses. It now guides thousands of businesses for starting up, growth, succession planning, and sale.

Extending Support and Sharing Expertise

With a combined experience of over 100 years, the leadership at Chalice Networks provides the much needed guidance that new business owners need to succeed. “Not only do we have a ton of experience, but we fully vet and do due diligence every vendor, supplier, and product providers; whether its choosing a CRM, website designers, finance and accounting packages, HR,IT, payroll, and health insurance – we negotiate the best possible prices and secure SLAs (service level agreements) on behalf of our members,” states the CEO. Moreover, Chalice Network performs a lot of research and produces surveys to get a pulse of what its members are thinking. It gathers intel and questions/concerns. “Once we have this, we share our insights with our members through the Chalice Community and through social media white papers,” says Keith Gregg on Chalice Network’s reading on the market trends.

When the organic growth is slow and arduous, mergers and acquisitions are one of the ways through which companies grow bigger – faster. Chalice Network helps companies interest in M&A by identifying potential transactions, obtaining deal financing, providing expertise on transaction execution and business integration. Chalice and its subsidiary, Succession Link, offer the entire continuum of solutions that independent advisors need to buy or sell a business. “Just as the wealth management industry is experiencing a wave of Baby Boomer clients who transferring trillions of dollars in assets to their Millennial heirs, thousands of financial advisors are preparing to retire in the coming years. The number of potential practice acquirers and sellers will continue to surge, and streamlined access to M&A guidance and competitive financing will mark the difference between success or failure for these advisors,” observes Keith. Chalice Network provides the guidance and advises for a seamless M&A process.

Meet the Visionary

Keith Gregg, Founder and CEO

Keith has over three decades of executive leadership and financial services experience. Prior to founding Chalice Network he was Founder and CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. He has also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.

Keith was the founder and Chairman of the Wealth Advisor Institute. He also was the President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the wInvestment Management Consulting Association.

He is the author of “Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts” and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School.

His advice for startups: “You must be nimble and tenacious. Startups are not for the faint of heart – you have to be a fighter and never give up. I often tell young entrepreneurs that in the course of building your business, you will die a thousand lives, but you will never feel more alive than when you are while – building your business.”

“The organization today leverages the power of its network’s 55,000 members to deliver the best discounted pricing on products and services.”