Advisor
Center
Helping Advisors Create Better Outcomes For Business Owners
The Advisor Center provides resources, readiness tools, valuation awareness, succession planning insights, and opportunity pathways designed to help advisors better serve Main Street business owners.
Trusted advisors play a critical role in helping entrepreneurs understand value, improve readiness, create opportunity, and preserve legacy.
Helping Business Owners
Prepare Earlier. Build Value Longer.
Many business owners are not ready to sell today.
They are focused on growth, value, profitability, systems, leadership, freedom, and building something that lasts.
That belief aligns closely with the I AM SHARK™ mission. Business readiness begins long before a transaction. Through educational platforms, communities, events, and strategic partnerships, business owners can better understand how to build transferable value, reduce risk, create opportunity, and prepare for the future.
Mark Imperial
Founder, BOCA
Strategic Educational Partner
Business Owner Creators Association
BOCA
BOCA is being built as the professional home for business owners who want to build something they truly own — their ideas, their authority, their audience, and assets that create trust, demand, opportunity, and freedom.
A Business Owner Creator is not an influencer chasing attention. They are an entrepreneur who turns their knowledge, reputation, relationships, and expertise into owned assets that create authority, cashflow, and freedom.
Authority
Own what you stand for
Assets
Make expertise visible
Cashflow
Turn knowledge into opportunity
Freedom
Build options, not obligations
BOCA is an independent organization. It is not an I AM SHARK™ company. It is a strategic educational partner whose mission aligns with the I AM SHARK™ belief that business owners deserve to prepare earlier, build value longer, and create more options.
This section will expand to include future strategic partners, advisors, educational organizations, and community initiatives aligned with the I AM SHARK™ mission.
Building the Professional Home
for Business Owner Creators
The new world belongs to owners. Uncertainty in job security is at an all-time high. We are moving toward ownership, freelance, and fractional work. Business owners, entrepreneurs, experts, and self-employed professionals are facing a major shift.
Employment feels less secure. AI is making information cheap. Algorithms control attention. Traditional networking feels random. And many business owners are realizing that owning a business is not enough.
They need to own their ideas.
Their ideas.
Their authority.
Their audience.
Assets that create trust, demand, opportunity, and freedom.
What Is a Business Owner Creator?
A Business Owner Creator is not an influencer chasing attention. A Business Owner Creator is an entrepreneur who turns their knowledge, reputation, relationships, expertise, content, systems, and point of view into owned assets that create authority, cashflow, opportunity, and freedom.
This is the next evolution of business ownership.
Not just owning a job.
Not just renting attention.
Not just posting content.
Not just relying on referrals.
Not just being trapped inside the daily grind.
Building assets that make the business more valuable, visible, trusted, and scalable.
The Founder's Cornerstone IP
BOCA is being built around a body of intellectual property developed through books, frameworks, interviews, client work, media experience, and years of helping business owners become known, trusted, and chosen.
The Known-For Gap
The distance between what a business owner knows and what the market knows them for.
The Known-For Effect
What happens when that gap closes and the market begins to recognize, remember, refer, trust, and choose them.
Memorialize Your Magic
The process of turning invisible expertise, instinct, stories, methods, and point of view into named, ownable assets.
Cashflow Content
A practical method for turning what a business owner knows into what they are known for, so content becomes an asset instead of noise.
Build Something You Own
The rally cry for business owners who want more control, more authority, more value, and more freedom.
The Opportunity
BOCA is not meant to be another course, coaching program, networking group, or personality-driven guru business. The opportunity is to build a partner-powered association around a market identity business owners can see themselves in.
Membership
Newsletter / Media Platform
Weekly Education & Community
Expert Partner Sessions
Local Chapters
Business Owner Summits
Certification Programs
Coaching Programs
Workshops & Intensives
Sponsor-Supported Events
Strategic Partner Offers
National Conference
Trusted Expert Marketplace
The Long-Term Vision
BOCA exists to help business owners build authority, assets, cashflow, and freedom around what they know, what they own, and what they are here to create.
Build Something You Own.
Advisors Who Support
Main Street Business Owners
The I AM SHARK ecosystem is built to support the full spectrum of professionals who guide entrepreneurs through every stage of the business lifecycle.
Why Advisors
Matter
Business owners rarely navigate major decisions alone. Whether planning for growth, financing, acquisition, succession, transition, or eventual exit, trusted advisors play an essential role.
The most successful outcomes occur when business owners are supported by a strong team of professionals working together toward a common goal.
I AM SHARK was created to provide advisors with tools, resources, and opportunities that help improve outcomes for the business owners they serve.
Advisor
Resource Center
Eight core areas where advisors can create meaningful impact for the Main Street business owners they serve.
Business Readiness
Helping owners prepare before opportunities arise. Readiness creates options — for growth, financing, acquisition, succession, and transition.
Business Valuation Awareness
Understanding value drivers and value creation. Most business owners have never had a formal valuation. Advisors can change that.
Succession Planning
Preparing for leadership and ownership transitions. The earlier planning begins, the more options the business owner has.
Exit Planning
Creating options before they become urgent. Exit planning is not about selling — it is about being prepared for every possible outcome.
Growth Planning
Building value through intentional strategy. Advisors who help owners grow value create better outcomes at every stage of the lifecycle.
Capital Readiness
Preparing businesses for financing and lending opportunities. Lender-ready businesses access better capital at better terms.
Legacy Planning
Helping owners preserve what they have built. Legacy is not just financial — it is cultural, familial, and community-driven.
Opportunity Creation
Connecting readiness with future possibilities. Prepared businesses attract better buyers, better partners, and better outcomes.
Powered By The
I AM SHARK Ecosystem
The Advisor Center is supported by a complete ecosystem designed specifically for Main Street entrepreneurs and the advisors who serve them.
MAKO Score™
Business valuation and readiness intelligence. Affordable access to tools previously unavailable to most Main Street entrepreneurs.
SHARK DealRoom™
Confidential opportunity and matching platform. Connecting prepared business owners with buyers, advisors, lenders, and strategic partners.
SHARK DealRoom Live™
Invitation-only events connecting business owners, advisors, buyers, and capital in a curated, high-value environment.
SHARK Team®
Business transition and execution services. Expert guidance through every stage of the ownership lifecycle.
Gerard
Perillo
CEPA® | CBI | M&AMI | MBA/JD | Amazon Best-Selling Author
Gerard Perillo is a nationally recognized business valuation expert, exit planning advisor, and founder of MAKO Score™, SHARK Team®, and SHARK DealRoom™.
His mission is to help Main Street business owners understand, grow, and maximize the value of their businesses — and to give advisors the tools they need to create better outcomes for their clients.
Perillo
Florida
Advisor Network
I AM SHARK is building a statewide network of trusted professionals dedicated to helping Florida business owners understand their value, improve their readiness, and create opportunity.
Florida is home to one of the largest concentrations of Main Street businesses in the United States. As the Silver Tsunami accelerates, Florida advisors have an unprecedented opportunity to help business owners navigate the most important financial decisions of their lives.
How Advisors Engage
The I AM SHARK Ecosystem
A clear pathway from introduction to active partnership — designed for advisors who serve Main Street business owners.
Discover the Ecosystem
Understand how I AM SHARK™, MAKO Score™, SHARK DealRoom™, and SHARK Team® work together to serve business owners.
Explore ResourcesIntroduce Readiness to Clients
Use Business Readiness Center™ resources to open conversations about value, succession, and long-term planning with your clients.
Business Readiness CenterRefer Clients to MAKO Score™
Connect clients with MAKO Score™ for a valuation and readiness benchmark — giving them a clear picture of where they stand.
Explore MAKO ScorePartner on Transactions
When clients are ready to transact, collaborate with SHARK Team® to provide professional guidance through the full transition process.
Partner With UsAdvisor
Questions Answered
Let's Help More Business
Owners Know Their Value.
The future of Main Street depends on collaboration between business owners and trusted advisors.
Join the movement and help create better outcomes for entrepreneurs.