Engagements with our Clients

Our work covers a wide variety of industries and companies but we typically engage with only a small number of clients at a time.   This approach allows us to dive deeply into each situation and apply our expertise working one on one with leaders. 

Our practice is divided into two broad areas; Business & Executive Coaching and Exit & Succession work. We are often asked to work on:


  • Short and Long Term Business Financial Planning 
  • Advisory Team Building 
  • Goal Setting, Organizational Design & Resource Allocation 


  • Executive Coaching 
  • Team Leadership  
  • Key Performance and Metric Management 
  • Role, Responsibility and Compensation Design 

Value Creation  

  • Budgets, Execution & Accountability 
  • Key Performance Indicator Dashboards 
  • Financials as a Tool, Financing Partnerships

Exit and Succession 

  • Buying, Selling or Passing the Company On
  • Leadership Succession Planning and Execution 
  • Deal Communication, Analysis, Due Diligence, Structure and Negotiation