Business Performance
Advisory Services

Performance Guidance with Powerful Business-Building Tools

Performance Guidance with Powerful
Business-Building Tools

Never in history have business owners needed to know more and do more to be successful. The knowledge and accountability necessary to be competitive and take performance to record heights has never been greater.

As a seasoned business executive with 40 years of successful, management experience I use proven coaching methodologies, through individual or group sessions, where I work with business owners, corporate teams, or independent professionals to navigate through proven business concepts, strategies & tactics to accelerate their success.


The Business Advisory Services Program is about partnering with business owners and professionals, to develop the navigation necessary to accelerate performance and achieve goals through focused business planning, implementation, monitoring and management. This is achieved through regular ongoing discussions customized to the current needs of the business.

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 your intended destination.

In the business advisory process, we determine where you are, where you want to go, the most effective path for achievement and what “Waypoints” are critical to arrive at your intended goal sooner than anticipated. Then we work together through regular ongoing discussions to monitor progress, course correct when necessary and address the next priority to capitalize on improved business performance.

Explore these six critical “Waypoints” necessary to navigate your business to enhanced performance.


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.


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.


Businesses that lack effective leadership are generally challenged in performance and growth. Leadership is about taking responsibility for 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. It also means 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.

We’ll focus on developing Leadership that increases individual and team productivity. One of the prime differentiators of successful people is their level of productivity. Successful people achieve more and get better results in less time than unsuccessful people. If you truly want to succeed, if you are determined to achieve all your personal and professional goals, we’ll work with you to continually increase your productivity through Leadership and Effectiveness.


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, and communicate better at work and at home.

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 owner to identify their transition Objectives, Goals, Strategies and Tactics necessary for a smooth and successful transition.


Gold, Silver and Copper levels include* a: Strategic Business Assessment, TriMetrix EQ Assessment (DISC/Driving Forces/Emotional Quotient) for Primary Contact, Business Performance Financial Assessment, and 1-on-1 Advisory Sessions.

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.”

Michael Huffer

Owner / Regional Developer, Apple Spice Junction


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