Our Services
Valuation and Coaching-Full Package
"However beautiful the strategy, you should occasionally look at the results”. - Winston Churchill.
This program is an extended journey working monthly with you that begins with a baseline current valuation of your business, identification of value enhancers, and detractors followed by monthly phone meetings (twice a month) all done on a virtual basis.
Together, we will identify areas where value can be improved, as well as providing strategic coaching conversations to work on the issues you wish to accomplish–may they be business or personal—whatever you seek to achieve. It’s all about your results and building your legacy!
We can help you with:
- Transition Valuation and Coaching
- Succession Coaching
- Pre-Sale Valuation/Coaching
- Risk Reduction
- Buy-ins and Buy-outs of Partners and Shareholders
See our Custom Coaching (non-valuation) Services Listed Below
Contact Me
Please feel free to contact me to discuss your specific needs. If you would like to learn more about my experience, just click the link below.
Custom Coaching Options Tailored to Your Needs
Custom Business Coaching Program-No Valuation Required
“Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you”.- Shannon Adler
When a baseline valuation is not needed, or if your goals are strictly personal in nature, this program revolves around whatever goals you will set to work on. We will set up monthly (2x/month) calls to address whatever topics you wish to tackle with an objective and effective, impartial coach at your side.
The program typically takes place for 3-6 months and will help the self-employed owner focus on the issues they wish to address, whether these are professional or personal. Whatever outcomes you are seeking, I will empower you along the path to meet your goals.
This program is customized to your specific needs. Whether you seek to accomplish a single personal life goal, tackle a work-related issue that is causing you sleepless nights, or even wish to strengthen team members in your business, I can design the custom coaching program that will get you results.
Together, we can work with you directly, your key employees on issues holding them back or younger family members who need transition assistance and integration into the ownership realm. You are in charge. We only discuss what you want to discuss.
Some Coaching Possibilities:
- Building Stronger Relationships at Home
- Seeking New Opportunities for your Company
- Repositioning Your Business in the Current Covid Economic Shock
- Working With Your Management Team to Bring Cohesion and Effectiveness
- Retirement
How Can I Help You?
Ministry and Discipleship Programs
“The greatest legacy one can pass on to one’s children and grandchildren is not money or other material things accumulated in one’s life, but rather a legacy of character and faith”.- Billy Graham
As an ordained minister as conferred by the National Association of Christian Ministers, I can also help coach you through your faith walk or even help you live out your faith through your business in your marketplace.
If you are serving in ministry, I can help you achieve specific ministry goals. Perhaps something has happened in your life that has caused you to pause and seek eternal things? Perhaps you are seeking to understand just what a spiritual walk is all about and simply need direction? I am here to help.
- Personal Life Goals and Changes
- Growth Challenges
- Starting or Strengthening Your Spiritual Walk
- Accountability
- Living out Your Faith in Your Business
The path that we go down is the one that YOU choose.