Working with VC’s, Corporate Boards, and Senior Leadership teams to access the health of the enterprise, its leadership, culture, and financial circumstance. This 360° view allows clients a clear line of site vision into understanding and evaluating an organization’s present state along with its potential for improvement, growth, and future opportunity. 

The deliverable is a comprehensive assessment of the enterprise in its present state to obtain an educated estimate on enterprise present value, set the framework for a go forward training and education platform with recommended curriculum, and establish an informative intrinsic future value framework of the investment opportunity.

Immersive proprietary program developed to move a company’s culture. The work focuses on empowerment, alignment and assignment, balance sheet health through profit and loss performance, Leadership and Sales Training, and one on one coaching. Some of the tools implemented include Workgroups / Huddles / Quick Connects / and the design and implementation of the correct vision, mission, and core values.

• Leader and Leadership Assessments – Measurement, analysis and reporting on the strength of the character, performance, and performance potential of leaders at each level of the enterprise. One important tool utilized is where the leader currently resides on a leadership scale from ego to empathy, and what kinetic potential for change and improvement resides within the individual.

• Leadership Development & Training – Mindful multiple Group settings, depending on organizational structure, designed to create a leadership mindset throughout the enterprise. This is a mission critical element for all enterprises whose mission is to be great, big, or both. 

• Leader Training – Individual – Immersive individual training customized to each person depending where they are on their leadership journey.

• Chief Executive Officer / Founder / President – Training & Education with or without Shareholder presence.

• CEO Training – One on one weekly sessions designed to improve performance.

• C - Suite Team Building – On or off-site team building designed to create unity, create transparency, and the creation of a high performing team of teams accountable to shareholders, stakeholders, and employees.

• C - Suite Participation – Being present in C - Suite meetings to assist with advisory services, vision, mission, and core value implementation along with priority setting, strategy design, and execution buy in.

Vision / Mission / Values – This work is done through C – Suite and then company wide participation. The intent is to create these items while educating the enterprise employees on the importance of these statements of work and how to implement them into company culture. The main doctrine installed is the mission and its core values are to the boss. They guide us through our decision making. This installs decentralized decision making opening the enterprise for scale.

• Comprehensive Analysis of all finance pillars – Detailed Due diligence of a company’s assets, liabilities, profit and loss accuracy, balance sheet forensics, strengths, weaknesses, issues, and opportunities.

• Fractional CFO Services – Virtual / fractional engagement to augment a gap of service with the intent to provide technical reporting, capital requirement acquisition through performance enhancements or outside providers, while leading the accounting department through change and process management.

The art of selling has changed more than the pace of technological innovation over the past two decades. The essence of the transaction, by definition, looks nothing like it did 20 years ago. My approach to sales leadership and training has been defined as highly successful yet unconventional.

The philosophical mindset shift begins with the implementation of my cardinal rule… Never, ever sell. As soon as you do, you’re done.

• Sales Director – Virtual / Fractional engagement take command and control of sales groups or teams with an emphasis on revenue per customer growth and new market(s) expansion.

• Team Analysis – Performed for new ownership prior to or directly after acquisition. Comprehensive, immersive deep dive into each sales representative’s strengths, weaknesses, opportunities for development and strength of relationships with existing customers / clients.

• Team Training – Proprietary team training with primary focus on increasing top line revenue through four step customer engagement process with an emphasis on never sell and relationship first.

• Individual Training – building the career opportunities and success of sales personnel regardless of level of experience or current performance index.