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Services focused on your needs and business conundrums.

ceo roundtables

It can be lonely as a CEO. Sometimes, it helps to discuss business conundrums in a confidential environment with other non-competing CEOs who, with empathy and experience, can offer perspectives on ways to address your issues. It's like a de facto board of directors without the power to fire you.

TESTIMONIAL

Shawn Vernimo, Arcus Roof

FAMILY BUSINESSES

Never mix business with family. Ummm...OK, so you already crossed that line. The question now is how to run your business profitably and still navigate the Thanksgiving dinner table without alienating those you love. We'll work with you to tackle these highly emotional business conundrums.

TESTIMONIAL

Mac Durrett, Durrett & David Risk Management

PARTNER BUSINESSes

Partner businesses are often like marriages: full of promise with sprinkles of conflict. It's natural. Each partner brings to the table a different perspective and perhaps different personal goals that may not align with other partners' goals. We'll usher your though, around and over these business conundrums.

TESTIMONIAL

Tim Whittemore, Conexus CPA

small businesses

Small businesses have big problems. Dealt with professionally, these small business conundrums can be tackled, resolved and put to bed. Left to fester, these conundrums can have an insidious, infectious impact on your business. 

TESTIMONIAL

howard porter, Global K9 Protection

Performance Snapshot

Our Performance Snapshot is a simple, yet informative approach to starting engagements and monitoring progress. The model both sets a benchmark and highlights opportunities for growth, allowing us a clear view into priorities that will have the greatest impact on your success. By grading both individual and team performance and then multiplying these grades together, we unveil the "conundrum gap" - the difference between current performance and ideal performance.

 

See example below. If this hypothetical $10M company could increase performance by 10%, it would add approximately $1M to the top line.

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Individual Performance

Aggregate Team Performance

Title
 
CEO
COO
CFO
VP, Sales
VP, Service
VP, Operations
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​
ESTIMATE
Grade
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B
C
D
B
C
D
​
​
70%
A single, aggregated grade for the performance of the management team as a unit.
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​
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ESTIMATE           70%
Snapshot Score
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49%
Performance Snapshot
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