Our firm has more than 35 years consulting experience to more than 300 organizations in many industries with a reputation for ensuring that they have a sound strategy and the right leadership in place to set and reach their goals. Our services are always customized to the unique needs of each client with a focus on what they need most to navigate during these exciting but uncertain times, knowing that yesterday’s success is no guarantee of future success. All of our services can be provided in person or virtually for groups as well as individuals.
Strategic Planning and Execution
Where is your business headed next and what opportunities and challenges do you foresee? We have over 30 years experience designing and facilitating strategic planning processes for businesses at varying stages of success that typically involve the owners, executives, key staff and board members, depending on the organization. The most useful strategic plans are typically fewer than eight pages in length. We also work closely with the leadership team on accountability and alignment to ensure successful execution of the plan and each year many of our clients experience record results.
Leadership Development
Organizations depend on solid leadership from many people in the right roles to realize their goals and success. We design and conduct customized training programs for leaders and managers at all levels to increase their leadership effectiveness and help them realize their potential. Also conduct 1:1 coaching sessions with individuals to provide them with additional insights and accountability, establish a personalized Action Plan that will help them be more effective in leading others.
Executive/ Owner Advisor
Running most any organization today involves increasing complexity, uncertainty and being impacted by many factors beyond one’s control. We work with many owners, CEOs and other executives who have benefitted from our 1:1 consultations where they can talk confidentially about their challenges, receive objective feedback and be guided in their decision-making whether it involves leading their team, talent management, board relations, future growth opportunities, strategic partnerships and mergers, or exit strategies.
Executive/ Owner Succession
The ideal time to start thinking about any type of succession plan is long before you need it. Over the years we have assisted many clients through planned or sometimes very sudden changes in ownership, leadership or other key positions and by guiding them through a five phase succession process to help ensure a smooth transition and be more prepared for whatever comes next. As part of the succession process, we can also assist in assessing current talent regarding their future potential as well as guide boards and executives/owners in recruiting , selecting and onboarding the right individual(s) for their organization.