make a fortune, make a difference, leave a legacy.
Grow value with purpose and positive impact.
Build a life, a sustainable asset, and a secure future.
Be a financial powerhouse and a force for good.
Build value as a conscious capitalist. It's a game changer.
We offer EOS®, the Entrepreneurial Operating System, a complete set of key concepts and practical tools that’s helped thousands of entrepreneurs get what they want from their businesses. We help owners and leadership teams master this to systematically achieve goals.
We offer a proven, flexible Value Building System that makes the business profitable, transition-ready and attractive – while owners gain time, and financial freedom - so they can operate, scale or sell on their own price, terms, timing.
For most entrepreneurs, business succession is the largest financial and personal change of their careers. We offer an accelerated 90-day exit plan, or a deliberate and intentional strategy that drives long term value and succession.
Did 2020 hijack your business? Demand and capacity in sync? Purpose, profit and personal life in balance? Are you doing what you love, are good at, having the impact you intend, getting paid and building value?
“…help came at a critical time in our company’s development. Its influence has been significant and continues even today as we are dealing with extraordinary growth. We are grateful that they were there to help us.”
“I came to the realization that my business would be in peril if anything happened to my health. The livelihood of all of our employees would be at risk. The CoreValue Assessment has been an excellent management tool for highlighting key elements of our business that are opportunities for improvement, and the discipline to address all 18 elementshelped position A.M. Metal Finishing for the ‘Top 50 Shops Award.’ “
” an integral part in efforts to clarify our business goals and develop a good strategy specific to our business objectives. This is a doable strategy which we believe will help our business grow and gain new customers over the next several years!”