Generate GROWTH
Every organization needs to grow in order to attract and retain A players, to cover for inevitable setbacks and challenges and to win in the marketplace. Flat performance is unsustainable.
Produce PROFITS
Profit is the oxygen for any business which allows it innovate, take advantage of opportunities and look after its employees and shareholders.
Foster FULFILLMENT
We spend the better part of our lives working, and we better make it meaningful, fun, and fulfilling. Leaders have an opportunity and a responsibility to create an environment where people feel they belong and can make a difference.
From there, as goes your leadership team, so goes the rest of your business.
We want to make sure that all your People are A Players, who are driven by your purpose, executing your processes, and hitting key metrics, creating growth, profit and a fulfilling work environment and community.
We create the environment and provide the tools, coaching, and accountability for you and your team to embody and excel at these 15 core principles. Our role is to draw out your team’s best capabilities so that these principles become part of your company’s DNA.
- Culture – We help your team clarify, model, and reinforce the behaviors that have fueled your best performers and contributed to your success, so everyone lives and breathes your core values.
- Structure – We guide you in designing the right functions and outcomes for your company, ensuring each function is owned by someone capable and passionate about driving it to its highest potential.
- Coaching – We foster an environment where your leaders actively mentor their teams—listening, exchanging feedback, and setting mutual expectations—so development becomes a daily habit.
- Vision – We help your team discover your organization’s deeper purpose—the “Why”—and craft a compelling, challenging, and inspiring vision that serves as your North Star, complete with vivid milestones for the next 3–5 years.
- Strategy – We facilitate strategic clarity, helping you and your team identify constraints, make intentional choices, and focus on the unique activities that generate momentum and set you apart.
- Alignment – We support you in aligning every team member around your Vision and Strategy, ensuring everyone understands and internalizes where you’re headed and how to get there together.
- Define – We help your team capture and document the best ways of working, creating clear, scalable processes that drive consistency as your business grows.
- Ingrain – We help ensure your processes are not just written but truly learned—coaching your people so everyone who touches a process is trained, tracked, and supported to master it.
- Optimize – We empower you to continually review, refine, and simplify your processes, encouraging regular improvement and automation where possible.
- Rocks – We help your team break down your strategy into annual growth plans and quarterly objectives (“rocks”), ensuring everyone can focus and execute in manageable sprints.
- Metrics – We work with you to define clear metrics for every individual, supporting a culture of mutual accountability and measurable progress.
- Meetings – We guide you in designing and running effective meetings—from daily check-ins to annual planning—so your team communicates, solves problems, and strategizes efficiently.
- Benchmark – We facilitate benchmarking, helping your team evaluate performance against industry leaders so you can target “best in class” standards and always know where you stand.
- Engineer – We help you engineer your business for industry-leading profitability, supporting your journey to become (and stay) a market leader.
- Sustain – We encourage your team to build and maintain a unique stack of differentiated activities, making your business resilient, distinctive, and hard to emulate.
Start with your leadership team.
Everything else follows. Let’s assess where your team stands, clarify what matters most, and identify the next intentional steps to build growth, profit, and fulfillment into your organization.
Tier 1: Full Business Framework & Leadership Implementation
Overview
A comprehensive, hands-on engagement designed to help founder-led companies break through complexity, align leadership, and scale with clarity and discipline. This offering combines strategic planning, valuation insight, leadership alignment, and ongoing execution support. Clients experience improved leadership alignment, clearer decision-making, stronger execution discipline, and increased enterprise value.
Initial Launch Phase
- Business valuation and diagnostic assessment using the Value Engine (a proven valuation and value-creation framework) to identify key value drivers, constraints, and growth opportunities
- Two to three full-day, in-person strategy sessions (approximately 30 days apart)
- Development of a clear and practical 2-Page Foundational Business Plan, aligning vision, strategy, priorities, and accountability across the leadership team
Growth & Implementation Phase
- Implementation of core tools and operating disciplines to accelerate sustainable growth
- Three full-day quarterly sessions focused on execution, including:What’s workingWhat’s not workingWhat needs to change
- Ongoing leadership alignment and issue resolution
Ongoing Leadership Support
- One-hour check-in sessions held monthly or bi-weekly with the Visionary
- Second-in-Command (2IC) participation encouraged as appropriate
- On-demand access via phone or video conference as needed for real-time guidance and decision support
Year Two Continuation
- Annual two-day, in-depth strategic planning and leadership alignment session
- Continued refinement of strategy, execution rhythms, and leadership effectiveness
Ideal Client Profile
- Privately held business
- Minimum of 15 team members
- Annual revenue approaching or exceeding $10M
- Leadership team in place with a clearly identified or established Second-in-Command
- Growth-oriented and future-focused
- Coachable and open to challenge
- Primary challenges often include:Difficulty breaking through to the next level of growthToo many opinions or “cooks in the kitchen”Departmental silosLack of clarity, communication, and alignment across leadership
Investment
- Determined based on scope and complexity
Tier 2 – Hybrid Implementation: Foundations Growth Cohort
Outcomes
Clients leave this engagement with clarity, structure, and a repeatable operating framework, along with a leadership team that executes without constant owner intervention. Owners gain confidence, focus, and momentum—while Second-in-Command leaders step into real ownership and accountability.
Overview
The Foundations Growth Cohort is a structured, high-accountability group experience designed for growth-stage business owners who want to lock in their business framework, align leadership, and execute consistently—without the cost or intensity of a fully private engagement.
Each cohort includes five to six business owners, each participating alongside their Second-in-Command (2IC). The cohort format combines shared learning, peer accountability, and real-world application inside each participant’s business.
We offer both industry-agnostic and industry-specific cohort options, allowing participants to benefit either from cross-industry perspective and best practices or from shared industry context, language, and challenges.
Cohort Structure & Format
- Curated cohorts of five to six businesses
- Business owner and Second-in-Command participate together
- Monthly sessions delivered in-person and/or via video conference
- Comprehensive binders, worksheets, and tools provided to support implementation
- Structured learning in the cohort, with self-implementation inside the business
Launch Phase
- Business valuation and diagnostic assessment using the Value Engine (a proven valuation and value-creation framework) to identify key value drivers, constraints, and growth opportunities
- Introduction to the core business framework and operating tools
- Development of the Foundational 2-Page Business Plan, creating clarity around vision, priorities, and accountability
- Establishment of meeting rhythms, leadership structure, and key metrics required for execution
Growth & Implementation Phase
- Reinforcement and application of the Seven Bedrock Tools
- Monthly business updates and peer spotlights
- Introduction and application of one new tool each month
- Ongoing self-implementation between sessions to drive real progress
Peer, Coaching & Accountability Support
- 360-degree feedback from five to six peer business owners
- Exposure to diverse perspectives, blind spots, and practical solutions
- Monthly half-day cohort sessions (approximately four hours)
- One-hour monthly coaching session with the owner and Second-in-Command
- Slack-based communication for ongoing support, questions, and discussion
- Weekly inspiration and leadership insights
- Community accountability and problem-solving
- Project management best practices introduced using Asana
Ideal Client Profile
- Past the startup phase (three to five years in business)
- Team size of five to ten people
- Annual revenue between $1M and $5M
- Needs to lock in leadership structure and identify a Second-in-Command
- Growth-oriented, coachable, and open to learning from peers
- Common challenges include:Feeling overwhelmed as the ownerDifficulty empowering othersLack of clarity, focus, and execution disciplineNo simple, cohesive plan or operating structure
Investment
- Engagements are typically structured as an annual commitment