Services.
Purpose Driven
Purpose - the reason for which something is done or created or for which something exists.
Often, small business owners are consumed in the business and need help executing on their purpose. This is frequently the case for founder-led or closely-held private businesses when experiencing growth.
We help you achieve your purpose, whether by addressing barriers preventing your success or by helping you take better advantage of opportunities.
Strategy + Execution = Success!
It is our belief that business tactics must connect in meaningful ways to your purpose in order to have any hope for success. A well-defined strategy properly executed is a necessity. Execution requires focus, creativity, and a little humility to make it all fit together. We act as your hands and feet giving you the added capacity necessary to work on the business rather than drowning in the business!
Focus Areas
Strategy & Traction
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Development & Organization
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Connectivity Assessment with Operations
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Exit/Succession Planning Development & Execution
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Entrepreneurial Operating System (EOS) Implementation Support
Operations
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Process flow mapping and enhancement
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KPI/Scorecard identification, collection and measurement support
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Technology utilization assessment
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Human capital evaluation – get it, want it, capacity to perform
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Departmental-specific review or business-wide
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Risk Management
Finance
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Financial analysis and planning
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Accounting process review and enhancement
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Systems review, migration, implementation
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Business intelligence, reporting, and dashboarding
Technology
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Business benefit assessments
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Needs assessment, requirements definition, vendor search/selection
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Implementation planning and support
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Data extraction and reporting/dashboard enhancements
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CRM review, design, and implementation (Salesforce.com)
Specialized
Advisory
Services
Can't find exactly what you are looking for above? Maybe some of this fits what you need, but you're really not sure. Perhaps you just want to chat for a bit and discuss the possibilities. We love small businesses, and we love to collaborate to make them better! We don't know everything but have seen a good bit and would enjoy the opportunity to share what we know and learn a bit along the way. It would be our pleasure to speak with you. Click this link for contact information.
Looking to exit, or take some chips off the table?
Because we engage with founder-led or closely held private businesses, it is not uncommon to find owners who are ready to exit or at least would like to consider moving from a majority position to a minority position. We might be able to help with this as well. If you are interested in discussing the possibilities of a transaction and your business generally meets the profile described here, please contact us to schedule a discussion.