Operating Partner & Certified Business Guide
inVantage Business Guides
Hartland, WI
Erica Roberts is a Certified Pinnacle Business Guide and Certified Value Builder Advisor with inVantage, a Wisconsin-based firm helping ESOP and privately held companies build value through clarity, accountability, and disciplined execution. Drawing on three decades of experience guiding CEOs and leadership teams, Erica integrates the principles of the Pinnacle Business Operating System with data-driven value building insights to help organizations connect strategy to measurable performance. Known for her engaging facilitation style, Erica’s style blends executive instincts with simple tools leaders can apply the next day. The outcome: faster alignment, fewer surprises, and a healthier, more valuable business.
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Clarity as Capital: The Hidden Multiplier Driving—or Dragging—Your ESOP’s Fair Market Value
Wednesday, April 8, 2026
1:10 PM - 2:10 PM CDT