I am an experienced consultant and advisor to small businesses. I work with business owners I like and trust, and help them to achieve their business and personal goals.

Strategic Planning Sessions

  • I will lead a strategic planning session for your team;

  • I provide the Agenda, give you Homework, and lead the sessions;

  • Setting strategic goals will make your business operations more effective;

  • Making progress toward your long term goals will make you feel less stressed and more in control.

  • For More, see this Blog Post.

Partnership Planning Sessions

Partnerships can be wonderful or terrible. Partnerships allow entrepreneurs with different talents and strengths to cooperate and achieve more than they ever could separately. Lack of a shared vision and poor communication can lead to infighting, backstabbing, and a toxic work environment for everyone. Failure to properly document the way the partnership actually functions can lead to costly litigation and strife.

  • The key to a successful partnership is to start with a shared vision, covering areas like:

    • Exit Goals and Plans;

    • Governance Model;

    • Employee Management;

    • Family Participation;

    • Partner Duties, Non-Competes, Time Spent, Goals and Metrics, and Compensation;

    • Adding Additional Partners, and how to handle Withdrawals;

    •  Capitalization and Additional Capital;

    • Competitive Model and Growth . . .

  • I will provide an agenda and lead the planning sessions;

  • I ask the hard questions, so none of you has to.

  • We will make a clear set of decisions your attorney can memorialize in accurate partnership documents, not meaningless boilerplate;  

  • I will show you how to demonstrate commitment to the vision, communicate openly, build consensus, and embrace change. 

Click the Button Above to Contact Me. Let's Get Together and Talk About Whether I Can Help You.


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