Your Success is Our Success.

We offer personalized coaching services for both small business owners and aspiring business owners, as well as individual coaching for employees of small businesses.

We focus on and directly address issues at the very heart of small business, including strategic planning, development of human capital, employee training, operational management, pricing structures, logistics and service models, as well as client value, fiscal management and transition strategies. Our coaching programs are ideal for small businesses with smaller annual operating budgets and for employees with limited budgets. By providing assistance on an hourly basis, these personalized coaching programs provide assistance and guidance whenever you need it most.

Our small business coaching programs specialize in many essential areas, including:

Strategic Planning. We work with you to develop and define a clear company vision with a focus on your mission and core values. Together, we will identify specific and quantifiable benchmarks for your success, assemble and train an efficient team focused on achieving your unique vision, as well as develop sound strategies for both the long and short-term growth of your company.

Human Capital Development and Training. We will work hand-in-hand with you to draft policies and procedures that ensure every member of your staff feels relevant and respected. In addition to recommending key benefit programs that reduce your tax burden, we can assist you with the creation and implementation of effective compensation and bonus programs that motivate and empower your staff, which builds loyalty and helps to retain key talent, as well as creating productive, empowered employees who are far more adept at managing themselves.

New Hires. Determining when to expand your workforce and who to hire is integral to the success of your company. We will educate you in the best recruitment and hiring practices that will ensure you attract only the most-talented professionals that will integrate well with your company culture and share your visions for success.

Cultivating Strong Firm Culture. Developing a nurturing environment creates a firm culture with an ownership mentality, which in turn, significantly increases the productivity of your staff. In these trying economic times, it is more important than ever to motivate your staff, promote enthusiasm and cultivate loyalty.

Operational Management. Adequately structuring, implementing and documenting operational policies and procedures ensures effective client service and sufficient staff training. In addition, we will coach you in the fine art of delegation, so that you direct tasks to employees possessing the necessary skillsets, ensuring the most effective use of your resources. We can also evaluate and recommend cost-effective technology to increase client service and augment productivity.

Service Model Development. We will teach you the fundamentals of building effective communication with your clients, including administration of effective client surveys that reveal how your clients perceive the effectiveness of your services, which is valuable feedback you can then use to make adjustments, which accentuate and enhance that perception of value. In addition, we specialize in identifying and developing fee structures and pricing products that ensure your clients receive the best value while allowing your company to focus on and emphasize its most profitable services.

Fiscal Management and Budgeting. Developing realistic budgets to guide the firm through tumultuous economic times is essential to the long-term health and viability of your business. We excel at the creation of 7-10 year growth projections, which balance steady growth and a healthy bottom line. We will help you monitor income and balance expenses to ensure you meet all financial obligations without sacrificing your fiscal goals. Our focus is on increasing owner income and overall profitability while simultaneously minimizing risk and reducing the time commitment necessary to manage day-to-day finances effectively.

Transition Strategies. In addition to analyzing merger and acquisition strategies, we work with you to develop effective partnership tracks for promising employees and assisting with the transfer of client relationships to other capable professionals — all essential components of any succession plan.