I provide entrepreneurs and their leadership teams with my depth of experience as a business teacher, coach, and facilitator at a flat rate known in advance. Each session is fully guaranteed to your complete satisfaction or you don’t pay.
The Essential EOS Package
Full-service installation of the Entrepreneurial Operating System to bring Vision-Traction-Healthy to your business. Typical clients have from 10 to 1,000 employees, $1 million to $75 million in revenues. Sessions happen five days throughout the year and include:
The Focus Day™ – The EOS® signature start-up day to help your team learn what it takes to grow your business and to install the disciplines to begin your journey to achieving Traction.
2-Day Vision Building™ – Master the tools you learned on your Focus Day, create a plan to roll them out to the rest of the organization, and finalize your vision so that your leaders fully share and buy into the vision and what they must do to achieve it.
Quarterly Pulsing™ Sessions – Build team health, resolve issues, and get your leaders re-focused and re-energized to accomplish your annual goals.
2-Day Annual Planning – Overnight retreats designed to build team health, reset the vision and long range plan, and zero in on an annual plan for the coming year.
Targeted training sessions of two, four, or eight hours, available only to companies who are fully using the Entrepreneurial Operating System as their base management tool.
LMA: Leadership, Management & Accountability Training – Learn the essentials of leadership, management, and how to drive accountability inside your organization.
Same Page – Get your partners/co-owners behind a shared vision for your company and get them all rowing the same direction to achieve it.
Process Improvement – Evaluate your process documentation and develop a step-by-step method to create consistency and minimize costly errors.
Mid-Managers EOS Introduction – Assistance with rolling out EOS beyond your senior leadership team.
EOS® Self-Implementer Session – Assess your level of EOS® mastery and get direction on strengthening weak areas by recalibrating your disciplines and practices.
SWOT / Business Tune-Up Analysis – A management audit approach to leading your senior management and others in systematically assessing your entire company’s Strengths, Weaknesses, Opportunities and Threats.
Problem-Solving Session – Focus on resolving any contentious issue, including partnership or personnel conflicts using a constructive conflict resolution approach.
Weekly Meeting™ Tune-Up – Attend your weekly meeting, then diagnose problems and show you how to eliminate your bad habits and conduct meetings that are enjoyable, productive, resolve issues, and keep your team inspired and focused on hitting their targets.
Team-Building Session – Activities designed to foster understanding and trust between your team members to keep them in tune with one another and their progress toward your goals.
Targeted Growth Services
Guidance from a seasoned entrepreneur on how to protect what you’ve built and prepare for the future.
Merger & Acquisition Options – Analyze the cultural and strategic keys to a successful merger or acquisition, evaluate your options, and develop an action plan to accomplish your desired outcomes.
Business Sale / Exit / Succession Planning – Safeguard your company’s success with an internal management/ownership succession plan, or set it up for a minority or majority recapitalization or outright sale using investment bankers or business brokers.
Rapid Growth Planning / Scale-Up Analysis – Bring in specialized coaches to strengthen your marketing, sales, operations, finance, HR, IT, corporate governance, boards & administration, etc. to help build additional value and help to rapidly grow the company in a sustainable way.
Finance Department/CFO-Controller Evaluation / Mentorship – Systematically assess your finance department and its relationship and performance in supporting your leadership and your sales and operating departments, then detail a plan for desired improvements.
Entrepreneurial Family Safety Net Diagnostic Review – For the Entrepreneur or key leadership, evaluate risks typically facing the business and the family finances and prepare customized recommendations and an action plan to mitigate the risks.
Talks and workshops for entrepreneurs and their leadership teams. Rates vary depending on the audience and requirements. Ideal for business peer groups, industry associations, trusted advisor groups, franchise conferences, etc. Recent audiences include Vistage, Young Presidents Organization (YPO), Entrepreneurs’ Organization (EO), Truth@Work, and Financial Executives International.
Click here to see more information on our talks ranging from 60-minute keynotes to 4-hour workshops.