Providing mission-driven, business-owning clients the tools and services they need to succeed in their business and personal lives. Services include:
SMB Consulting: As a "non-silent, non-partner," provide assistance in strategy development, planning, implementation, goal setting, accountability, etc.
System & Process Review: Tighten up processes to produce more with fewer resources, eliminate redundant work, identify & optimize value-added activities, etc.
Digital Transformation: Leverage Microsoft & Salesforce solutions to ensure your business continues to innovate, improve its products, service delivery, development, and maintain its competitive edge.
Fractional Integrator: Entrepreneurial Operating System® (EOS®) is a powerful methodology to help companies create and manage growth. In an EOS framework, the Integrator is the one doing 360s to keep an eye on every facet of the business. As a stepping-stone to adding a full-time employee as Integrator, we give you the much-needed ability to off-load some responsibility in a cautious, strategic and budget-friendly fashion.
Value Acceleration/Exit Planning: As trusted advisors, we help business owners maximize the value of their business and personal financial plans so that they are always prepared for whatever adventures come next.