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Professional

Todd Bailey

Location

  • Cary, North Carolina, United States
  • National - Willing to travel, North Carolina, United States

Offers Virtual Sessions

I help owners and leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a proven system.

Meet Todd Bailey

  • 17 years of pastoral ministry
  • 16 years as a small business owner
  • 8 years of EOS implementation experience
  • Worked with dozens of small business owners
  • CEPA - Certified Exit Planning Advisor
  • Founding Member/President - Exit Planning Institute (EPI) Chapter, Raleigh-Durham, NC

Book Your Free Introductory Call

Ready to get more of what you want from your business? Let’s talk. Book your free introductory call with me to share your business needs and challenges. I’ll share my background and style. No pressure, just a real conversation to see if we’re the right fit.

EOS Approach

Vision
Getting everyone in your organization 100% on the same page with where you’re going, and how you plan to get there
Traction
Instilling focus, discipline, and accountability throughout the company so that everyone executes on that vision – every day
Healthy
Helping your leaders become a more cohesive, functional, healthy leadership team

What It’s Like to Work With Me

Hear from the business leaders and teams I’ve had the privilege of guiding through their EOS journey.

Client Success Videos

My Expertise & Insights

Insightful guidance, practical tips, and real-world stories to help you strengthen your leadership team and run a better business.

From Lion to Lamb & Back Again

In most of North America, the saying goes that March comes in like a lion and out like a lamb. For many entrepreneurs, this phrase holds a parallel to their business experience....
Read More

Speaking Engagements (EOS and Exit Planning)

I deliver keynotes and workshops that are perfect for groups of growth-oriented business owners and leaders as well as owners who are preparing to transition away from their business in the near futur
  • Understand the six keys to building a truly great organization
  • Roll up your sleeves and confront your organizational issues head-on
  • Learn how to get everyone focused on achieving a clear company vision
  • Begin to instill discipline and accountability throughout your organization
  • Learn how to build an exit-able business and transition with success

My Upcoming Events

November 11 @ 5:30 PM - 7:00 PM

Business Owner's After-Hours (Exit Planning Support)

Location: TBD
December 9 @ 11:30 AM - 1:30 PM

Lunch & learn - How to transition out of your business successfully

Location: TBD

Professional Implementer

todd.bailey@eosworldwide.com

Phone: 919-518-7728

  • Cary, North Carolina, United States
  • National - Willing to travel, North Carolina, United States

Offers Virtual Sessions

About

From my earliest years, my core focus has been to make a significant impact on people. That is why, after college, I entered the pastoral ministry for 17 years, during which time I had the privilege of starting two churches, in OH and NC. In 2008 I bought a business and tasted the joy of business ownership, but found my impact on others lacking. As a result, I transitioned away from that business to start an independent financial advisory practice, which eventually grew into a multi-advisor financial firm in Cary, NC. During that 12 years I worked with some of the best people, including numerous small business owners. After hiring an EOS Implementer in 2017 to help us learn how to run our firm better, I realized how valuable EOS could be for other leadership teams. From that point on, I implemented EOS into the fabric of my financial firm, growing it from $40 million in assets to $80 million over the next 4 years. Upon successfully selling my financial planning practice in 2023 I came to believe the best way to make an impact on others was as an EOS Implementer.

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