Our strategic business advisors know what it’s like to be in your shoes. Their managerial and operational experience makes them uniquely qualified to help visionary owners lead and manage growth.
We specialize in helping you increase revenue, profitability, and valuation. This requires growth strategies that
- Reduce owner dependence
- Increase monthly recurring revenue
- Reduce customer concentration
- Demonstrate sustained growth and profitability
- Build management team acumen
- Document replicable processes
- Leverage technology
- Invest in talented staff
- Cultivate a culture of accountability
- Leverage your competitive advantages
What This Looks Like
Success doesn't happen in a vacuum - it’s the result of smart decisions, intentional actions, and consistent performance. Our process is about helping you identify, align, and execute the strategies and tactics that allow you to build a business that works for you, not the other way around.
01
Discovery & Defining Success
We start by understanding the current state of your business and where you want to go; together, we’ll define your criteria for a successful advisory relationship tailored to your growth and/or succession/exit planning objectives.
02
Strategy Development
We’ll work together to identify key areas to consistently focus on to align your efforts, create momentum, and produce results. Whether you're focused on growth, optimizing profitability, enhancing talent development to support succession, or mapping your exit strategy, we’ll define actionable steps at every phase of the process.
03
Action & Execution
We help you make key decisions, set deadlines, and align resources to make it easier for you to work on rather than in your business. This can include using data to guide pricing decisions and make financial projections, elevating your approach to talent management, process documentation, and delegation, and navigating your the practical and emotional considerations related to leadership transitions and understanding exit options.
04
Measuring Success
Progress isn’t just about bold moves and big decisions. It’s about taking consistent action. As roadblocks come up (and they will), we’ll adjust accordingly without getting distracted from your goals. Our job, even when we’re not in the room together, is to support you in maintaining focus while evaluating what’s working, engaging subject matter experts as needed, and adjusting your strategy and tactics in response to your new current state, as well as any new circumstances impacting your timeline.
