Below are examples of some common needs of many small companies.  Addressing foundational competencies like these will give you a better handle on your business and create a more rewarding work experience along the way – putting you on a growth path to more success.  However, each business also carries its own set of opportunities and challenges.

– Let’s name yours!


  • Financial Management Reporting & Oversight Training for Business Owners
  • Budget Creation
  • Cash Flow Management: Simple Processes and Methods
  • Cost cutting analysis

Human Resources:

  • Staff Alignment and Organization Chart Development
  • Job Descriptions
  • Interviewing Preparation & Topgrading
  • New Employee Onboarding Processes and Short-Term Goal Structuring
  • Employee Reviews, Bonus Compensation Plans, & Corrective Action Procedures
  • Organization & Productivity Coaching for Staff Members
  • Leadership Coaching


  • Strategic Plan Development
  • Goal-Setting & Accountability
  • Establishing Key Performance Indicators (KPI) and Accountability Measurements
  • Succession Planning
  • Exit strategy: Preparing Your Business
  • Balanced Scorecard


  • Document Key Processes and Procedures (Develop a Policy & Procedure Manual)
  • Assistance in Selecting Outside Services Vendors
  • ERP Project Planning
  • Business Operations Review & Optimization
  • Fractional Administrative Management

Sales & Marketing:

  • Marketing Plans & Budgets
  • Strategic Website Review
  • Selling & Pricing Strategies


  • Executive Coaching
  • Start-up Business Planning
  • Business Mentoring
  • Outsourced Management Services
  • Serve as an “Executive On-Call”
  •  Help Address Everyday Challenges and Advise on Big Issues
  • Private equity board relationship & meeting preparation
  • Fractional C-level Assistance

All clients benefit from the following:

  • An advisor who cares about your business as much as you do
  • Services tailored to your needs, not the needs of a franchise offering
  • Down-to-earth rates that don’t get in the way of a successful engagement
  • Worry-free cancellation policy with no long-term commitments or contracts
  • 24-hour availability for those sleepless nights
  • An educational approach so you learn while improving your company