Small Business Advisory

Because your business is a BIG deal…

The Small Business Advisory (SBA) is a coaching and accountability program for owners who want to grow their companies, but also want the life they envisioned when they started the business.

Remember why you started your business? Get back on track to the vision you once had for your business and your life. Learn how business executives worldwide develop a plan and put it in motion. Making time one day per quarter to create a 90-day strategic plan, gives you greater focus. It supports your role as the CEO of your firm, career, and your life. Most of all, it starts you on the path to achieving your vision.

The Small Business Advisory Program provides you with:

• The structure to map out your vision, goals, and a plan to achieve them

• Content designed to further your business-building knowledge and apply it immediately in your role as the leader

• Interaction with other business leaders to share ideas and gain insight from their experience

• Real-world, “Boots on the Ground” help from our Team to execute your plan

• Individual business coaching sessions for support and accountability

• Direction on how to best leverage your resources

• Strategies to seize opportunities and reach your untapped potential

• Leadership development and coaching to help maintain the right mindset to grow and scale your company

Get More Focus with Quarterly Business Executive Retreats

You’ll take one day to plan and work on your business every quarter. Learn from our seasoned business consultants alongside other owners and leaders from a variety of industries and diverse backgrounds. Fewer distractions, a facilitated discussion, and a comfortable and confidential setting allow you to create an actionable 90-day plan with other successful, goal-oriented business executives.

In addition to creating your firm’s Strategic Plan for the quarter, you will participate in a discussion on a business topic relevant to your work. Those topics can include but are not limited to:

• The CEO Mindset

• Strategic Marketing

• Professional Sales and Strategic Selling

• Strategic Business Concepts

• Acquisitions as a Growth Strategy

• Performance Ranking Grid for Your Teams

• Corporate Vision

• 5 Ways to Grow Your Business

• Key Processes of Your Businesses

• Strategic Accountability

• Human Capital Management

• Know Your Numbers: The Basic Financials

Accountability is Key to your Success

As a Small Business Advisory client, you’ll also have individual meetings throughout the quarter with our consultants. Here, we can discuss the specifics of your plan, any need for course correction, and track results. Recommendations for additional help, accountability, coaching, or key introductions may also result from these valuable 1-1 meetings.

Next Steps

Is now the time to face reality, identify where you want to take your business and map out a better course of action? Reach out to us. We can set up a Business Strategy call and help to determine if Small Business Advisory is the right next step for you.