Success Stories

Owners of privately held firms - effective succession planning

Running a privately held firm can be challenging. Here are just a few problems that make life tough for owners of these firms:

1. Maintaining their high energy levels and creativity over the long term.
2. Having the need to participate in every aspect of the business; refusing to delegate jobs and tasks to others.
3. Failing to recognize the importance of evolving from informal management and financial systems to formal ones.
4. Being unable to document systems and procedures so that new employees can hit the ground running.
5. Staying objective about family members in the business and being able to do effective succession planning.

See how we helped several owners of privately held firms overcome these and other challenges.

Nationally recognized graphics and printing company

Effective succession planning for a successful styling salon

Corporate leaders

Being a corporate leader involves managing tremendous pressure to generate results, often in an unforgiving and uncertain environment. Typical challenges include:

1. Having to produce more with less.
2. Having to manage projects better.
3. Learning to respond more adeptly to problems.
4. Becoming a leader as well as a manager.
5. Maintaining adequate work/family balance.
6. Developing the next level of leaders as part of effective succession planning.

See how we helped corporate leaders achieve their objectives using our executive leadership coaching program and senior leadership team coaching services.

Leadership training and coaching in Fortune 50 health care firm

Pharmaceutical company, leadership training and coaching

Independent professionals

It’s not easy being an independent business professional (attorneys, accountants, physicians, etc.).  They often:

• Spend more time selling services than delivering them, which is what they really love to do.
• Work in isolation; yet feel the need for help growing their business to the next level.
• Become bored with what they’re doing, but aren’t sure how to break out of the box.
• Have trouble balancing client demands with their need for a personal life.
• Wrestle with setting up systems to support their business practice including systems to support hiring and managing employees.
• Struggle to hire and retain the right support staff to meet their needs and the needs of their clients.
• Lack an exit strategy and need help performing effective succession planning for their firm and its client base.

See how we helped several independent professionals overcome these and other challenges.

CPA firm

Mortgage lending firm