First, it’s important to understand what’s important to you, your family & business.

We’ll start with a one-on-one meeting and talk about where you’re at now and where you want to be. We want to know things like: why did you get into this business? What makes you happy? What keeps you up at night? What do you want to change or do differently? It’s all about you

Build a 12-18 month plan so you know where to go and when

We refer to this as your ‘planning day’ where we’ll map out your overall goals for the business and help prioritize them. Then, we’ll establish champions for each goal and a timeline to help get things done. This gives you accountability and clarity on what to do, and when. This is often done as an off-site day so you can devote the time and attention to working on your business.

We provide forecasting and metrics to check the status of your plan

We’ll revisit the plan we created and check to see what has shifted and changed. Maybe an opportunity has emerged that should take priority. We’ll re-evaluate the plan annually and celebrate what we’ve accomplished and start planning for the coming year.