Business Performance
Advisory Services
Performance Guidance Through Individual Coaching & Roundtable Memberships
“Everyone needs a coach. Whether we are a CEO, leader, teacher, basketball player, or bridge player, we all need people who will help us reach our goals and give us feedback.”
– Bill Gates
Are You Looking For:
• More Money, More Time, More Productivity, Less Stress?
• A Better Work/Life Balance?
Advisory Services Provide Performance Guidance
with Powerful
Business-Building Tools
Business Coaches work with you to bring clarity to your vision and accelerate the achievement of your goals. They are experts in understanding the business success principals employed by the most successful businesses.
Through confidential one on one discussions, you will work with your coach to identify critical objectives, develop plans of action, and maintain accountability to accelerate business success. This intensive customized approach provides your business the opportunity to make more money, acquire results through more effective teams, and benefit from a better work/life balance.
As a Certified Business Coach and seasoned business executive with over 40 years of successful management and leadership experience I use proven coaching methodologies. Through individual or group sessions, I work with business owners, corporate teams, or independent professionals to navigate through proven business concepts, strategies & tactics that accelerate your success.
Would Your Business Benefit From?
- A Clear Direction Forward?
- Achieving Your Goals?
- More Sales?
- Improved Team Performance?
- Greater Productivity & Time Management?
- Increased Revenue & Growth?
- More Income, Profit, & Value?
- A Clear Transition Strategy?

ADVISORY SERVICES BUSINESS PERFORMANCE
COACHING PROGRAM
Your business coaching sessions will guide you to identify constraints, develop strategies and solutions, and establish crystal clear goals. Through interactive collaboration with your coach, you will develop effective methods to achieve better organizational focus through realistic strategic and business plans, personal and team development, effective financial planning, improved financial performance, and transition guidance. Business coaches ensure your success by providing thought leadership, effective accountability, and unbiased feedback.
The Business Performance Coaching Program is achieved through regular ongoing one on one discussions with business owners and professionals customized to the current needs of the business. This program develops the navigation necessary to accelerate performance and achieve goals through focusing on clarity of Position, effective Planning, accelerated Performance, and maximizing Potential.
Are You Ready To?
- Accelerate Your Success?
- Find Solutions to Your Challenges?
- Establish Clear Goals & Priorities?
- Increase Revenue, Profit, & Value?
- Have a More Effective Work Environment?
- Improve Team Effectiveness & Communication?
- Work Less? Earn More? Live More?
- Effectively Manage Change?
Advisory Services Business Coaching Waypoints
We focus on “Waypoints.”
A “Waypoint” is a reference point used for purposes of navigation, otherwise known as a landmark. In business, Waypoints are metrics that identify locations along a predefined path that are used to ensure that you arrive at your intended destination.
In the business advisory process, we work together to determine where you are, where you want to go, and the most effective path for achievement through a review of your company Position, Planning, Performance, and Potential. From that discovery process you determine what “Waypoints” are critical for you to arrive at your intended goal sooner than anticipated.
Through regular ongoing discussions we work together to establish the plan, monitor progress, course correct when necessary, and address the next priority to capitalize on improved business performance.
Consider these six critical “Waypoints” necessary to navigate your business to enhanced performance.
DISCOVER the Path
Before planning a path to success, one must be clear on where they are starting from and where they intend to go. In business these are evidenced in several ways. Only through Discovery will we be confident that we’ve chosen the right path. In achieving clarity on where your business is and where you want to go, we establish a foundation upon which to build your customized plan.
We’ll use Planning and Benchmarking through Behavioral and Financial Assessments, Monitoring and Measuring Points, Constraint and Limitation Analysis, and other approaches to be sure we know the intended path and that we’re prepared for the journey. After all, Success IS a Destination and we’ll need to know when we’ve arrived.
GROW Your Business
In the highly competitive environment in which you operate today, there is no such thing as standing still or maintaining the status quo. You are always moving. The only question is: In what direction are you moving – forward, sideways, or backward? The prime determinant of your direction will be your ability to grow your business. There are two ways in which you can grow your business. Business growth is predominately driven by the revenues generated in your business but can also be achieved through the merger and acquisition of other businesses. Your customized Advisory program will help you develop revenue generating strategies driven by marketing, branding, sales, and strategic expansion.
Increase PROFITABILITY
All profitability begins with sales. You can invest significant resources into marketing plans and branding, but profitability doesn’t occur without sales. This is the most critical waypoint along your journey. Due to the importance of sales a significant amount of coaching may be devoted to the concepts of getting more ideal prospects, solution selling, overcoming objections, closing more sales, and other techniques to drive increased revenue.
However, revenue generated from sales does not equal profitability. Profit only occurs when revenue exceeds our expenses. While we work with you to develop increased sales, we also work together to develop appropriate expense management and a continuous improvement culture.
The combined results from our focus on increased revenues and appropriate expense levels generates an accelerated enhancement to your profitability.
Capitalize on TEAM LEADERSHIP & EFFECTIVENESS
All businesses need effective Leadership to achieve high level performance and growth objectives. Leadership is about guiding the organization in the right direction along the path to success. That means ensuring your preferred culture is well defined, and that the organizational vision, mission, values, and purpose are clear and present in your day-to-day operations. This requires that the path has been well planned, using strategic thinking, and can be implemented with skilled execution to ensure that the organization reaches its goals.
Enjoy a Better WORK/LIFE BALANCE
Tired of 12 – 18 hour days, working weekends and working on your vacations? Most business leaders take personal responsibility for their company’s success. This often leads to long work hours, frustration and resulting high stress levels. I’ve had clients say, “I started my business so I’d have more control and flexibility with my time, and now it’s worse than ever.” or “We’ve maximized our company growth because I just don’t have time to do any more.” Sound familiar?
Our Advisory Services Program works with you to assess your current situation and develop strategies and methodologies to manage your time better, improve efficiency and remove stress. With better time management you will be working less and producing more. You’ll develop the ability to focus on the important things, set accurate and achievable goals, communicate more effectively, and appropriately delegate so that you enjoy a better work/life balance.
TRANSITION Successfully
No matter how many years your company has been in existence, start up or multi-generational in age, you should have a transition plan in place. Business transition is a little like “change”, it’ll happen no matter what. Multiple strategies are available for a successful transition. Amongst others there are transitions involving a sale to a third party, company management, employees (ESOP), or a transfer to the next family generation, or liquidation.
Strategies for transition should be considered from the inception of the business and refined over time. Preparing for more specific transitions should begin 5 – 10 years prior to the anticipated event. Strategic Orientation works with business owners to identify their transition Objectives, Goals, Strategies and Tactics necessary for a smooth and successful transition.
Ready To Get Started?
“I should have begun months earlier. My organization has not only met but has already exceeded the interim goals we discussed and, this is six months in.”
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