What We Do
Partner with a trusted advisory to transform and scale your business, backed by years of successful, referral-based relationships.
We work with a select group of business leaders to transform and scale their organizations.
We take the time to consult with you to gain an in-depth understanding of your business and strategic growth goals. In the first few months of our engagement, we work with you and your teams to pull together a strategic growth plan to transform and scale your business. We then prioritize an action plan and hold you and your teams accountable to execute.
Typical questions we will ask:
Strategy
- What is the potential to scale your business by 2x / 5x / 10x in the next 3-5 years?
- Can you articulate your growth goals for the next 3-5 years?
- Have you developed a strategic growth plan to capture the opportunities before you?
- Can you identify the “transformation pillars” that will enable your company to scale?
- What needs to be true to execute your growth plans?
Organization
- Does your organization have the capabilities to capture the growth opportunities you see in the market?
- Do you have the right organizational structure to support your growth strategy?
- Do you have the right roles with the right performance measures (KPIs)?
- Do you have an effective Performance Management System to hold people accountable to drive high performance?
- Do you have the right people in the right roles?
- Do you have the right processes and tools to enable your people to effectively perform their roles and responsibilities?
- Can you flex / scale your organization to take advantage of new opportunities?
- Do you have succession plans in place for mission critical roles?
Go To Market
- What is your Go-To-Market Strategy?
- How would you assess your Sales capabilities?
- Is your business primarily referral based (in-bound gathering) or do you have out-bound (hunting) capabilities?
- How do you generate and convert leads?
- Does your Sales team take a structured sales approach?
- How would you assess your Marketing capabilities?
- How deep is your customer and competitor insight?
- What is your completive position and do you have a differentiated value proposition?
- Does your Marketing function energize and support your sales approach?
- Does your Marketing function raise and strengthen the visibility of our brand?
- What investments are required to continue to build your Sales and Marketing engines?
Leadership effectiveness
- Is your business 0 to 1 or 1 to N?
- Have you transitioned from an Individual Contributor to a Leader focused on getting results from your team?
- What would your direct reports say about your leadership effectiveness?
- When you work with us, how important will it be to involve your teams?
Investor Relations
- Do you require capital to execute your growth strategy?
- Do you have a capital raise strategy?
- What is your valuation?
- Do you have a compelling investor pitch deck?
- How do you screen prospective investors?
- How good are you at connecting with and pitching prospective investors?
Internal and External Communications
- Does your organization understand “Who we are? / What we do? / Why it matters?”
- How aligned are your teams around your strategy and growth goals?
- Who are your most important external stakeholders?
- Do you have customized pitch decks for each external stakeholder?
Areas of Expertise:
How are we different from a Business Coach?
Companies typically hire a Business Coach to help their CEO and leadership team become more effective at their respective roles. While 1:1 coaching is important, we take a more holistic approach, focusing on both leadership effectiveness as well as providing practical and actionable business advice. We are your sounding board and accountability partner. We help you pull together strategies and prioritize action plans, ensuring you and your teams focus on actionable, measurable business impact.
Why it matters to you?
Our Business Advisory typically works with business leaders who have a passion and commitment to transform and scale. We have a deep understanding of the challenges founders and business leaders face when scaling from 0 to 1 and from 1 to N. The journey to scale can be stressful and lonely. Many leaders can benefit from an objective sounding board and accountability partner.
Our goal is to help our clients focus, prioritize and be accountable.
Interested?
We are a high touch, boutique Business Advisory with limited capacity to take on new clients. Our goal is to work with long-term clients as Trusted Advisors. Clients trust us to make an impact. If you are interested, contact us for an exploratory conversation.