Growth Package
Plan and scale your business.
We identify potential growth paths and help you evaluate and select the most feasible option. You are guided through the planning process. Regular meetings are held to discuss potential decisions and monitor progress to keep you on track.
Plan
- Envision the future
- Review options
- Select the most viable option
- Make the viable option visible to you and the staff
- Define the current business model
- Identify growth areas
- Construct the future business model
- Identify gaps between the current and future
- Determine what is needed to fill the gaps
- Identify external resource needs
- Create the road map to reach your goal
Implement
Create visible and measurable objectives to help the owner and staff implement controlled, scalable growth.
- Establish annual objectives
- Set achievable milestones
- Integrate external resources
- Monitor progress
- Recognize accomplishments
Transition Package
Plan and evolve your business.
We identify options for transition and help you select the most feasible option. You are guided through planning the transition. Regular meetings are held to discuss potential decisions and monitor progress through the transition.
Plan
- Identify goals and timing
- Define desired organizational structure
- Determine roles and responsibilities
- Identify external resources needed
- Create the road map to reach your goal
Implement
Create visible and measurable projects leading to help the owner and staff implement controlled, scalable growth.
- Establish reasonable objectives
- Set achievable milestones
- Discuss potential decisions
- Coordinate external resources
- Review progress periodically
Advisory Package (For existing clients only)
We meet periodically with your leadership team to keep you on track to achieve your multi-year goals. Annually, goals are reviewed. Objectives are established for all functional areas of the business. Periodic meetings are held to review progress.
- Establish annual objectives
- Set interim milestones
- Coordinate external resources
- Assign tasks needed to achieve milestones
- Meet periodically to review progress
All Plans Include
Consultation Meetings
Periodic meetings are held to review progress. We share our experience, offer suggestions, and advise on pending decisions to keep you on track.
Review & Adjust Sessions
We regularly meet with you and your team to set reasonable goals, objectives, milestones, and tasks, and adjust timeframes as needed.