You are the founder of a successful small business. You feel blessed with good employees and loyal customers, and see a huge upside for your company. Yet, you seem to have plateaued. You are smart and your work ethic is above reproach—and you are working harder than ever. But you just can't seem to break through to the next level.
Truth is, it's difficult to be both a heads-down operator and the CEO of your company, and be effective at both. Furthermore, the skills and efforts that brought you success thus far will not help take your business break through to the next level. You must invest your time in planning for its future strategically and implement your plan effectively.
Perhaps it's time for you to sharpen your executive skills and devote more of your time to leading your business. Or, you might decide to get back to your first love—helping your customers and making a difference in their lives—and leave most of the daily chores of running and growing a business to others. Either way, you can no longer afford to stand still.
HOW WE HELP
We help small businesses transform from founder-centric entities to enduring businesses with transferable enterprise values. Our consulting engagement typically involves:
As a result, you will gain clarity and be equipped to build a focused, productive, and strategically disciplined business.
PLAN | IMPLEMENT | TRANSFORM
Build a cohesive leadership team
Clearly articulate a strategic direction
Develop a strategic plan and concrete goals.
Cultivate a corporate culture
Train, trust and empower your team to execute the plan
Align all activities and resources with your strategic plan
Because of our deep roots in life, disability and long-term care insurance, we often find ourselves being asked by fee-only advisors to objectively evaluate their clients' insurance needs and product options. Through our insurance advisory practice, we can partner with you to analyze your clients' insurance situations and, as needed, place policies. As an independent firm, we are carrier-agnostic and impartial, able to select carriers and products that best fit your clients' specific needs—minus sales pitch or pressure.