Do you find yourself in any of these situations?


  • Ineffective operations increasing your costs and delaying customer delivery?
  • Inability to select/implement software systems causing cost overruns and client issues?
  • Need process changes to improve profits and delivery execution?
  • Margins slipping?
  • Operating plans and budgets aren’t getting done on time or aren’t being followed?


  • Inadequate funding or lack of alternative sources keeping you awake at night?
  • Poor cash management causing continual cash shortages?
  • Cost overruns are common and your metrics show you lagging behind?
  • Extremely busy but making less and less money?
  • KPIs giving you the wrong indications or not very reliable?
  • Profitability a big, big problem?
  • Need help for M&A, forecasting or tax issues?


  • The company’s slow reaction to change just keeps you behind the eight-ball?
  • New products and services just don’t arrive in a timely fashion?
  • You barely have a next quarter plan, let alone a 1 year, 3 year and 5 year plan?
  • There’s an elephant in the room that no one is talking about?
  • Innovation and forward-thinking is lacking because everyone is so busy working in the business instead of on the business?
  • You are always reacting, not leading anymore?
  • Your forecasting and modeling strategies are suspect?
  • Lack of contingency planning, process planning or technology planning?

Human Capital

  • Wrong people in the wrong seats causing missed opportunities?
  • Need training and mentoring of staff to get the job done right the first time?
  • Need assessment tools to help you get the right people in the right seats on the bus?
  • Wish your employees or your leadership team were more fully engaged?
  • Need hands-on leadership/project management to jump start your business success?
  • Nobody but you seems to care?
  • Leadership seems to soft-pedal tough issues and pulls punches with each other?
  • Executive team tired and lethargic?
  • Are you getting your team’s independent, BEST thinking?


  • No exit plan or management succession plan stopping you from your retirement?
  • Not sure the family business can continue this way?
  • The politics of The Board getting treacherous?
  • To sell or not to sell issues crowding your thoughts?
  • Need an estate plan or a retirement plan to see where you are in the game?
  • Worried about the business transition and need help?
  • Need help defining your goals, your personal success and thinking about what’s next?