FIRM STRENGTH ASSESSMENT
HOW STRONG ARE YOU IN THE KEY AREAS OF THE BUSINESS?
We guide you to develop a STRATEGY, help you take ACTION while delivering RESULTS.
✓ Go from time overwhelmed to Time Freedom
✓ Go from feeling stuck to creating Scale and Momentum
✓ Go from unclear next steps to Clarity and Crystalized Direction
This Is Our Expertise
We provide the framework and tools while simultaneously helping you implement them into your business.
NEW CLIENT ENGAGEMENT SERVICES
Business Builder Option 1
Guided Business Builder
This is ideal for busy entrepreneurs who need the tools to run a thriving business. This option provides 3 guided on-demand programs and a private one-on-one consultation.
CEO FINANCIAL ADVISOR™
Business Builder Program
This is ideal for those who want the additional private consultations along with resources and tools to support team development.
Program Excerpt: The CEO Financial Advisor™
Option 2
CEO Financial Advisor™ & Leadership Team Program
This is ideal for growing teams and those developing next generation owners. Implementing these business tools will ensure that your operations, people, and firm structure are optimized for growth. This private consultation option provides enhanced services ideal for those who want to run a strong business and need the tools to achieve their objectives.
What you get:
➢ FOUNDATION BUILDING
✓ A Firm Structure with Defined Roles of Accountability
✓ Business Analysis & Priority Goals Set
✓ Defined measurables with a KPI / Scorecard
➢ VISION & DIRECTION PLANNING
✓ Enhance Culture & Developed Team
✓ A Defined Client Strategy: Firm Differentiators and Ideal Client Focus
✓ An Optimized Strategic Plan: Quarter, 1, 3, and 10-Year’s Defined
This meeting is a complimentary consultation.
This is a private consultation for us to learn about your firm and introduce our services. We will show you what we do, how we help firms grow and provide you with some tools.
Request Our Services & Cost Matrix
OUR SERVICES ARE DESIGNED FOR:
Solo-entrepreneurs. Building a structure is paramount to growth. In the early stages a business owner is wearing many hats and juggling many responsibilities. Creating an organizational structure will help architect what to build and most importantly where to spend your most valuable time. Defining roles is a powerful way to create focus, determine who to hire and what to outsource.
Seasoned firms. Building a solid foundation is essential for the growth and sustainability of the firm. Creating an organizational structure with a leadership team will help to divide and conquer to effectively run the business and evolve it.
Transitioning Firms. Building a structure is a powerful way to support a succession and continue the growth momentum of the firm. To effectively hand the reins off to that next generation owner, strong entrepreneurial skills and defined roles that clarify who is responsible for what are necessary.