Our Services

Who We Work With

We work with private mid-market companies in North America, the U.K. and Australia; family office investment groups; serial entrepreneurs and investment banking groups.

All of our work is strategic, so we work with the stakeholders who have the most to gain (or lose) in the business. This includes owners, investors and executive leadership teams.

Typical Engagements

Executives, owners and company stakeholders engage us when they:

  • Are looking to strengthen, change or merge their company leadership
  • Need to create more value in the company for owners
  • Want to improve the perception of their brand
  • Need to assess or improve their culture
  • Are preparing for a company sale
  • Need to hire key executives or management
  • Are revising ownership structure
  • Dealing with multiple family ownership challenges
  • Want to assess, change or revise the company culture
  • Are nervous about how the future is affecting their market and company
  • Wish to benchmark their CEO performance against the competition and other industries
  • Want to compare their performance with competition and other markets

Leverage AI to uncover your ideal customer targets. Understand who to target and what to say, driven by AI, every day.

Create your ideal customer profile, aligning your marketing strategy to your target audience to maximize your sales and marketing efforts.

Strong brands make a powerful emotional connection with their market. Create your long-term strategy to position, differentiate and inspire your market.

Knowledgeable leadership development is scientifically proven to improve your teams’ productivity, team spirit, organizational pride, work motivation and commitment to stay at the company.

We are certified emotional intelligence trainers and teach people how to understand and leverage the 15 learned emotional skills that the most successful individuals carry with them day to day in the workplace.

Our comprehensive hiring system provides step-by-step instructions for structured screening, interviewing, testing, evaluation and on-boarding candidates.

We provide the templates, framework and guidance to produce your one year, three year, five year, seven year or even ten year strategic plan which covers both your public and your private agenda.

With our tools and experience we’re able to offer significant insights into the numerous ways that ownership and control of a business can design and execute a business transition that benefits all parties.

We can measure your values using validated assessments to quantify them and provide evidence of how they guide your daily actions and beliefs, or how they’re misaligned.

Our executive business coaching model is a 90-day program that uses a set of select and powerful validated personal assessments along with our custom-developed 5-step process.

We can predict team performance and explore how strengths build sustainable productivity for your organization along with emotional and social well-being for the team.

Our principals have 44 years of experience in working with various types of turnarounds with proven results from our 12-step plan.

The quickest way to dramatically improve overall business performance is to improve organizational culture. Our approach is rooted in over 25 years of research linking organizational culture to performance metrics.

We’ve guided numerous organizations through complex mergers and integrations by leveraging our extensive experience and using our high-quality tools.

Use our software-as-a-service to view, in real time, a powerful set of data that will allow you to make the best business decisions to increase the value of your business.

ROO percentage, a derivation of return on capital employed (ROCE), is simply the single most powerful number to measure private company business success.

Instead of relying on outdated historical financial statements, analyze your performance using the critical business metrics for benchmarking performance and determining the true business value.

Knowledgeable leadership development is scientifically proven to improve your teams’ productivity, team spirit, organizational pride, work motivation and commitment to stay at the company.

We are certified emotional intelligence trainers and teach people how to understand and leverage the 15 learned emotional skills that the most successful individuals carry with them day to day in the workplace.

Our comprehensive hiring system provides step-by-step instructions for structured screening, interviewing, testing, evaluation and on-boarding candidates.

We provide the templates, framework and guidance to produce your one year, three year, five year, seven year or even ten year strategic plan which covers both your public and your private agenda.

With our tools and experience we’re able to offer significant insights into the numerous ways that ownership and control of a business can design and execute a business transition that benefits all parties.

We can measure your values using validated assessments to quantify them and provide evidence of how they guide your daily actions and beliefs, or how they’re misaligned.

Our executive business coaching model is a 90-day program that uses a set of select and powerful validated personal assessments along with our custom-developed 5-step process.

We can predict team performance and explore how strengths build sustainable productivity for your organization along with emotional and social well-being for the team.

Our principals have 44 years of experience in working with various types of turnarounds with proven results from our 12-step plan.

The quickest way to dramatically improve overall business performance is to improve organizational culture. Our approach is rooted in over 25 years of research linking organizational culture to performance metrics.

We’ve guided numerous organizations through complex mergers and integrations by leveraging our extensive experience and using our high-quality tools.

Leverage AI to uncover your ideal customer targets. Understand who to target and what to say, driven by AI, every day.

Create your ideal customer profile, aligning your marketing strategy to your target audience to maximize your sales and marketing efforts.

Strong brands make a powerful emotional connection with their market. Create your long-term strategy to position, differentiate and inspire your market.

Use our software-as-a-service to view, in real time, a powerful set of data that will allow you to make the best business decisions to increase the value of your business.

ROO percentage, a derivation of return on capital employed (ROCE), is simply the single most powerful number to measure private company business success.

Instead of relying on outdated historical financial statements, analyze your performance using the critical business metrics for benchmarking performance and determining the true business value.

A new approach to leadership for the 2020s

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