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NAVIGATE PERSONAL VALUES

Accelerate business value

Like it or not, our unique perspectives and values drive how we behave and make choices – it’s crucial to understand the role of these forces within any business context. Mastering this proven strategy enables leaders to achieve greater clarity and success.

My consulting and advisory approach is holistic – and it works. Over my decades of experience in finance, behavioural economics and performance development, I’ve crafted a unique philosophy to help numerous business leaders dig deeper to truly align on perspective, vision and objectives, and develop a winning mindset to drive incredible value and grow, grow, grow.

Whether you’re an entrepreneur, a C-level exec or somewhere in between – I’m here to help you maximize your outcomes and take it to the next level.

START DRIVING YOUR VALUE, NOW

Any transformation, whether growth-intended, transactional or even digital, requires the right advocate, approach and practice.

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Growth

Accelerate forward through effective business, leadership and learning techniques.

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Transactional

Push your business or life succession plans to the next stage of success through mergers and acquisitions.

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Digital

Leverage the digital landscape, understanding its intersection with goals and decision-making.

Choose from a customized advisory program intended to tackle specific milestones, deals and business goals, or a weekly Results Advisory Partnership (RAP) session, where accountability, advice and advocacy can help your team achieve professional, transactional or performance key results.

Transformation requires dedication and direction. We can do it together.

VIATM Program
Virtual Independent Advisory (VIA)
Your 4, 8 or 12-week customized package to help achieve a business or deal (succession) milestone. Based on your specific objectives, I’ll provide the independent viewpoint to help you focus and flourish.

INCLUDES
  • A custom plan
  • Advisory calls
  • Accountability roadmap
RAPTM Program
Results Advisory Partnership (RAP)
Delivering personalized and independent advice, we will consult weekly to identify and address long-term objectives and key results (OKRs). As your sounding board, I will use proven best practices to help identify underlying issues, provide suggestions and encourage inflection points like a board advisor. A consistent weekly timeline and check-in to report, measure and adjust for optimal decision-making is our collective goal.

INCLUDES
  • Advisory calls
  • Accountability roadmap
  • Performance touch base
  • Selected diagnostic models

Register for a complimentary one-on-one session now!
Consider it your power hour to talk transformation and benefit from an independent perspective.

COMING UP ON OUR BLOG

Trust me

A 5-part series following 2 partners assessing trust and capital.

Size matters

Public companies with professional management vs. growing mid-sized businesses.

8 figure learning

How to make great decisions related to implementing new digital initiatives.

When timing is everything

Dealmakers use various valuation tools. Make sure what’s good for them is good for you.

Froggin’

When you’ve gotta kiss a lot of frogs to find your prince. Why it’s important to cast a wide net when looking for capital.

Anchoring

How neuroscience and behavioural economics play into deals.

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