Our Customer Profile

Our customers are not satisfied with the status quo for their businesses. They want to grow the value of their company in order to increase profits, sell the company, or pass it down to a family member without risking years of hard work. Essentially, all of our customers are motivated to ensure their companies are both prosperous and enduring. What sets our customers apart from other struggling business owners is their awareness of their need for help. Our customers know there is value in seeking advice, help, information, inspiration, and support from outside the company. Despite their desire for consulting and coaching, they are not willing to waste money. Rather, they see the company’s money as their own money and want to ensure they hire a consistently reliable and valuable service provider.

Either...

Our customer is the principal owner and executive officer of a small business. They have reached a point where their business is generating acceptable (or even ample) annual income for them. However, they are concerned about their long-term performance, in terms of real return on investment (the company still owes them a lot of money) or in terms of creating an entity that will both endure their exit AND still pay ongoing “dividends” in their retirement. They have a clear vision that they want to exit the company, but don’t see HOW they can do it. They even feel a bit trapped – a result of a conspiracy of their own ego (only I can make the best decisions for this company), pride (I want a legacy), success (I’ve gotten this far), and sense of duty (people are depending on me for their paycheck). They really are not that interested in changing themselves (at least not for very long), but they can see the need for and benefit of such changes.

…Or...

Our customer is the principal owner and executive officer of a small business, or is their second in command and heir apparent. They care passionately about growing their company, beating the competition, building a legacy, and creating a great life for their employees and themselves. Yet, they sometimes feel overwhelmed by the complexity, risk, and responsibility of running their company and taking it to the next level. They are constantly grappling with tough choices – both personal (in terms of financial risk, life style, etc.) and business (dealing with limited resources, competitive threats, people problems, and more). They struggle to assess the risk/reward profile of possible futures. Additionally, they feel lonely, misunderstood, and under-appreciated. They sense that there “must be a better way” and seek out ways to find it – the want to “GET A GRIP” on their business, and to become a better leader.