Summit OS Group™ IP Usage
and Guide Standards Guidelines

This Intellectual Property usage guide establishes the guidelines for guides certiﬁed by EntrepCoach LLC, dba Summit OS Group™, (“SOSG™”) who may be licensed to teach and facilitate the tools and concepts of Summit OS®, Strategy OS®, or any other business operating systems owned by SOSG, and it’s or other tools or concepts trademarked, patented or copyrighted by Steve Preda, or SOSG (collectively referred to as “SOSG Method™” or “SOSG Content™”), for the proper use of the SOSG digital brand and licensees’ respective Summit OS Guide™ practices (hereinafter: “Guidelines”).

The goal of these Guidelines is to foster the building and maintenance of a strong and consistent print and digital brand and reinforce the excellence of our content and value proposition.

Software application developers, and other third parties must work with SOSG to obtain approval for their use of our brand elements, concepts, or trademarked/copyrighted terms.

What is a Summit OS Guide™?

A Summit OS Guide™ is a business advisor and coach that helps businesses build a self- managing, growing, differentiated, proﬁtable, and investor-attracting businesses.

Summit OS Guides help small to medium size businesses turn into a “well-oiled machine” business, get on their local “Fast 50” list and subsequently progress to the Inc. 5000 list of fastest growing US companies, and beyond.

Summit OS Guides achieve the above results by teaching and coaching their clients the tools and concepts of the SOSG Method™, as described in Steve Preda’s books, including Buyable, Strategy OS, Summit OS: A Fable, and Pinnacle: Five Principles… (the latter with co-author Gregory Cleary), the Summit OS Base Camp Handbook™, the Summit OS and Strategy OS Activation Handbooks™, on SOSG and Steve Preda social media platforms the SummitOS.co and StevePreda.com websites, and through the Slack Channels and Drive folders accessible for Summit OS Guides.

The Types of Summit OS Guide

Summit OS Guides may achieve certiﬁcations to teach and facilitate one or a multiple of the below business operating systems:

Summit OS: Turning a business into a “well-oiled machine” of execution, growing its revenue, proﬁt and eliminating single person dependency.

Strategy OS: Creating sustainable competitive advantages and exponential growth through developing a unique set of differentiating activities, creating recurring revenues, network effects and expanding the business in multiple ways.

Strategy OS Guides often help advance companies that have already acquired execution skills by implementing a basic business operating system such as EOS or Scaling Up.

The SOSG Brand

Maintaining SOSG visual brand standards reinforces the value of our brand and creates brand equity for your practice and the organization as a whole.

Summit OS and Strategy OS Logo and Graphic Usage

Only Summit OS Guides™ certiﬁed for the particular system are permitted to use that system’s logos and graphics. If you have not met the criteria for the appropriate SOSG designation and be in good standing thereof, you may not use all or part of the SOSG Method’s logos and graphics in your company website, logo, business cards, marketing material, or social media proﬁles.

Summit OS Images

Summit OS Guides who are Summit OS App members may use the following images. You may not alter the images, other than resizing.

The 15 Business Growth Practices™

Strategy OS Images

Summit OS Guides who are Strategy OS App™ members may use the following images. You may not alter the images, other than resizing.

Strategy OS Model™

Strategy OS Toolkit®

The SOSG brand guide

The following is the brand style guide of the Summit OS Group.

Websites and Branding

Summit OS Guides should use design elements and content that help to establish their own individual brand without lifting elements from the SOSG brand.

Branding Guidelines

Use original designs, colors, fonts, imagery, and copy to distinguish your brand from SOSG.

Make it clear that you’re a Summit OS Guide for one or more of Summit OS or Strategy OS not the creator of the system, or a shareholder, or employee of SOSG.

Emphasize your personal brand and include a picture of yourself.

Respect SOSG’s copyright. Do not verbatim copy the imagery, design, or verbiage of SOSG’s intellectual property, including the https://stevepreda.com or https://summitos.co websites, the SummitOS.app, StrategyOS.app, buyablebusiness.com, SOSG’s social media accounts or any other SOSG digital assets

Summit OS Guides only, may display the logo of any or all operating systems that they are certiﬁed for and a member of (Summit OS, Strategy OS).

Use the appropriate badge that reﬂects your certiﬁcation as a Summit OS Guide below.

Downloads for Summit OS Guides

You may make the introduction and Chapter 1 of Pinnacle: Five Principles… Strategy OS: Implement an Advanced Business Operating System… or Buyable: Your Guide to Building a Self-Managing… as displayed on https://stevepreda.com, available for download on your website.

Make sure you credit the author(s) and include a link to the book listing on Amazon.com

You may not provide any other SOSG Content as a free or paid download on your site (books, assessments, blogs, tools, etc.).

You may display the cover of the above-mentioned books in any size, but you may not alter the images.

SOSG Method Key Concepts

When developing your professional bio or website content, you may wish to include some of the following concepts and history to establish context.

SOSG history

Steve Preda was a small business entrepreneur who founded and scaled an investment banking ﬁrm with the help of the E-Myth and EOS business operating systems. Steve’s business struggled after the 2008 ﬁnancial crises, but it soon recovered thanks to the rigorous execution framework his leadership team followed. Later a Private Equity group acquired the business and Steve and his family moved to the United States.

After settling his family, Steve trained with EOS and Scaling Up and conducted hundreds of leadership sessions. However, he saw many clients ﬂame out and fall into a rut after learning the basics and running out of tools to keep climbing their business mountains.

Therefore, Steve left EOS and wrote several books:

Buyable: Your Guide to Building a Self-Managing, Fast-Growing and High-Proﬁt Business — a book on how you can turn your lifestyle company into an asset that is as attractive for potential investors to acquire, as it is for you to keep, illustrated by over 100 real life stories.

Pinnacle: Five Principles that Take Your Business to the Top of the Mountain (with Gregory Cleary). Pinnacle clariﬁed and evolved the concept of a business operating system. It also introduced playbook and proﬁt tools that allowed more growth than with earlier systems.

Strategy OS: Implement an Advanced Business Operating System, continues where Pinnacle left off. It helps businesses that have mastered planning execution and systems to create a differentiated and defendable high-proﬁt, high-growth strategy. The author presents a six-step model to creating your strategy and illustrates it with scores of stories of how well-known and little-known businesses have executed these approaches.

Summit OS—A Fable: One Company’s Journey to the Top of the Mountain. A business fable about a fast-growing Medical Practice navigating business challenges with the tools of Summit OS^®. Learn about the 5 Business Growth Principles™ and the 15 Business Growth Practices™ and how a fractured team works with a business coach to win back their lost momentum.

Required attribution

All Summit OS Guides must pay close attention to the content they create. It is important to maintain consistency with the SOSG brand, to give proper credit to intellectual property owned by Steve Preda or SOSG, and to be sure that you do not misrepresent your role with SOSG.

Crediting SOSG or Steve Preda as Source for Original or Derivative Content

When authoring your own content (announcements, website pages, newsletters, articles, blogs, etc.), be sure to include appropriate acknowledgments and add a hyperlink when quoting SOSG content. If you are interested in authoring a signiﬁcant work such as an eBook or book, please communicate with SOSG, at support@stevepreda.com prior to beginning your project to avoid unintentionally violating property, trademark, or copyright terms.

Proper Attribution of SOSG Intellectual Property

Without written authorization from SOSG use of the phrase Summit OS®, Summit Operating System™, Strategy OS®, Strategy Operating System® in the name of a business, tagline, or website URL is prohibited.

When incorporating copyrighted or trademarked terms in text or graphics, always ensure you have the necessary permission from the copyright or trademark holder, or that your use falls under a recognized exception like fair use or nominative fair use

Summit OS Group™ IP Usage and Guide Standards Guidelines