Get a Competitive Effectiveness Plan: As Is – To Be, 2025
Online business valuation – review metrics & valuation, assess capacity to grow
Interview 4 key customers, 2 strategic prospects – understand needs, sources of satisfaction, interests, priorities, potential to add/expand recurring revenues
Leadership team workshop – lay customer findings up against current capabilities: do an AI SWOT, an ABM play, a “people first” plot, and a “better ways” portfolio of musts, 2025
Deliverable: Rx Program – Frame, draft, and convey priorities to the workforce
Homework- Leadership team holds town halls to explain Rx and get inputs
Implementation workshop – goals, resources, work plan, design sprints, accountabilities
Start with Purpose, Product-Market Fit, People First
A clear, elevating purpose - that you work at - matters to people.
Over a twenty-year period, purpose-driven companies achieved an average 13.6% CAGR, five times the S&P 500.
Use our Growth-Drive system to plan, deploy, and review work - to drive purpose into re$ult$ and learning.
Our market-in "customer-value" approach builds trust, results, recurring revenue and referrals. Our "people-first" system builds a powerhouse workforce - where people achieve, learn, find better ways, innovate and do their best work.
Aim to scale with sustainable value - a customer-connected culture, recurring revenue, higher NPS scores, an engaged innovative workforce, continuous improvement, productive collaborations, empowering leaders, capable systems .
In one evaluation of 1,500 companies in 100 countries, we saw that many companies had 18 percent increases in their EBITDA after one year.
Tangible results create momentum.
Your shift toward sustainable value growth - people-first - will develop capabiity and confidence in predictable, secure futures.
Prepare Yourself, The Firm & a Transition to Finish Big
Business transition is the largest personal and organization change most entrepreneurs face.
75% of owners who don't prepare themselves and the company well with a sound exit option are unhappy in a year or less. It's a bell you can't unring.
Many owners wait too long. Plan on one year of preparation for each decade of operation.
Getting ready cuts risk, increases company value. You can operate, scale, or transition opportunistically. We help you plan, get transition-ready, optimize secure futures, peace of mind - whether selling or not
Growth-Drive System: Accelerate Cash Flow, Revenue, and Profit Growth
Transform your business trajectory with our Growth-Drive System. Align your company's activities with its core purpose. Strengthen capabilities to grow more predictable and sustainable financial results. Put an operating system in place to:
Optimize cash flow for increased liquidity
Get the right people in key roles
Increase recurring revenue, NPS scores, referrals
AI-enabled initiatives to boost profit margins
Increase enterprise value
Don't just grow—thrive with a system tailored to your unique market position and aspirations.
People-First, AI-Enabled Culture Building:
Make your workforce a competitive weapon: Capable, driven, friendly and fun.
Customer-Connected, Revenue-Seeking, Value Oriented
AI/Generative GPT Enabled for relentless continuous improvement.
Productive collaborations with each other, customers, employees, suppliers and communities.
A place where people do their best work, live their best lives and advance a clear, elevating purpose. So competent they could work anywhere. So well led they stay, grow and build the company.
Our unique methodology is designed to deliver impact efficiently through: - AI Strategy and Execution Guidance - Hybrid LLM + Public Model Strategy - Building or Scaling an AI Council - Training and Upskilling for Differentiated Outputs - Responsible Use Guidelines
Value Optimization and Transition Readiness: Secure Your Legacy Now
Don't wait to maximize your company's potential. Our comprehensive approach gets risk down and value up
Strategic Value Assessment: Utilize advanced tools to pinpoint and prioritize key areas for improvement, significantly boosting your enterprise's transferrable value.
Customized Transition Planning: Prepare both your company and yourself for potential exits or transitions, ensuring a smooth and profitable process when the time comes.
Future Fit: Build a Company with a Sustainable Future
Build the capacity to execute: skills, data, and habits to plan, deploy, review
Create an AI literate workforce: ramp up continuous improvement pace and scope
Intelligent Experiments: Design and execute smart trials to innovate and grow.
Develop people. Build capacity to learn and change into a competitive weapon
Adaptive Expertise: Cultivate organizational agility to thrive amidst uncertainty and capitalize on emerging opportunities. Make better decisions sooner.
Each of these services is tailored to leverage the unique strengths of your professional, technical, or scientific workforce, ensuring that your mid-market B2B company makes change wisely. By partnering with us, you're investing in a future where your business doesn't just survive—it thrives.
Everybody has a passion. Ours is helping companies be a force for good with powerhouse financials.
We help build purpose-driven, people-first, customer-connected, planet-friendly, community-engaged businesses....
....Into robustly profitable, future fit firms....
...That Attracts customers, employees, suppliers, partners, investors .....It's very good for business.
There has never been a better time to re-build the company you've always imagined.
Toward Better Ways
We help leaders develop themselves and their companies to go beyond what they thought possible.
Everybody has doubts and dilemmas. We've seen a lot in 35 years.
Chances are good we'll help you optimize decisions that get well implemented, to get better results and learning.
START HERE : What is your business worth now?
How well are you set to grow?
Find out now - take this secure, online survey
Get a valuation and a complimentary analysis in a few minutes.
“…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!”
Start with Purpose, Product-Market Fit, People First
Scale & Build Sustainable Value
Prepare Yourself, The Firm & a Transition to Finish Big
Growth-Drive System: Accelerate Cash Flow, Revenue, and Profit Growth
People-First, AI-Enabled Culture Building:
Value Optimization and Transition Readiness: Secure Your Legacy Now
Future Fit: Build a Company with a Sustainable Future
