Business Consulting

I have helped hundreds of family-owned and closely-held businesses with some of the most important issues any business owner can face:

  • Owner/Manager Transitions – Guiding organizations through shifts in management and family-ownership and transitioning leadership from one generation to the next.
 
  • Marketing Planning and Execution – Increasing market share, customer growth and retention, product sales, revenue generation and overall profitability.
 
  • Organizational Development – Creating solid systems that help to build trust, effective communications, and successful management practices.
 
  • Operational and Financial Efficiencies – Optimizing operational systems and processes to improve quality and effectiveness.
 
  • Business Planning – Preparing business plans, strategic plans, marketing plans, executive dashboards, and other tools for effective business management.
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  • Recruitment, Selection, and Onboarding of Key Employees – Helping existing clients to find right employees to fill key positions by implementing a proven 6 step hiring process.


I am different from other consultants in the following ways:

  • I recognize that no consultant can do it all.  I have worked very hard to identify true experts in their respective business fields and I bring them to my engagements when needed.  Every one of my advisors has many years of experience.

  • My “baby step” approach ensures that our clients experience positive return on their investment for each project phase.

  • I never employ any “hard sale” techniques.

  • My guarantee is simple: “If you are not satisfied with your results, I will continue working for free until you are or refund your money.”