Our mission is to help small business owners thrive as conscious capitalists.
Grow with purpose and positive impact. Create an asset, not a hamster wheel.
Achieve your specific financial, environmental, social and governance goals.
Run a better business today. Prepare to succeed spectacularly at succession.
Align purpose, brand and culture – realize your version of doing good and doing well.
We offer a proven system with heart, rigor, and results.
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.
Growth is expensive – and good – except when it creates hamster wheels.
Most everybody overestimates the value of their company, at every stage.
It takes 1-3 years to prepare a company for sale. Most owners wait too long.
80% of companies that come to market don’t ultimately sell – not ready.
74% of owners who do sell report being unhappy within a year – regardless of how much money they made. It’s a bell you can’t unring.
Transition-ready companies are worth more – owners
“…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!”