What I Do…

Whether you're spearheading a start-up or running an established operation, a trusted advisor who provides clear, results-oriented guidance tailored towards your business goals is a vital addition to your team. As a seasoned consultant with a mission to guide businesses to new levels of achievement, I recognize that a substantial part of reaching your goals is not just in the planning, but also in the doing. This is where my dual role as both business coach and accountability partner becomes pivotal to your journey.

1. Financial Advisory: When it comes to financial strategy, I don't just impart knowledge—I walk with you at every step, ensuring that fiscal analyses and plans are not only devised but also diligently implemented. My coaching means you're never alone in decision-making or navigating complex financial landscapes. If you don’t fully understand your financial statements, and most owners don’t, I’ll help you set them up so you can actually use them to make crucial business decisions. Consistent accountability checks ensure that your financial targets are met, and your economic health is prioritized.
2. World-Class Marketing Strategy: Marketing isn't just advertising or SEO, and it’s not just about strategic planning. With my coaching and world-class library of high-impact education and training, you'll learn the WHY as well as the HOW of marketing and gain the confidence to execute these strategies with precision. I will ensure you stay on track to get results by helping you conduct regular progress assessments ensure that these marketing efforts continue to align with your business objectives and adapt to your dynamic market.
3. Revenue and Profit Growth: Here, my business coaching revolves around setting clear goals, identifying actionable strategies, and embracing a culture of performance. Accountability sessions will check on key performance indicators (KPIs), keeping you on track and focused on driving revenue and profit growth. Once you understand where and how you make money, we can optimize those things that perform well, and fix or stop doing those activities that don’t.
4. Buying and Selling Businesses - M&A Advisory: Mergers and Acquisitions are high stakes games where my role extends far beyond that of a typical advisor. As a coach, I'm there to offer encouragement, clarity, and make sure due diligence is thorough and exhaustive. Accountability means you're supported to keep momentum and make agile decisions through every stage of the M&A process.
5. Maximizing Valuation & Exit Readiness: Building value in your company isn't a one-time effort; it needs ongoing attention and fine-tuning. Using world-class tools proven over 70,000 transactions, we’ll build a roadmap to dramatically increase the value of your company so it’s perfectly set for whenever you might want to sell. I provide continuous coaching to ensure that the proactive plans we put in place for enhancing valuation are consistently applied and optimized. With regular checkpoints, I hold you accountable to the high standards required for an optimum exit.