Our private client services are for leaders who want an ongoing relationship that fits their schedules and their needs. These retainer-based arrangements are as varied as the people and organizations involved.
Trusted adviser, mentor, business/executive coach, Dutch uncle, Charlie Munger, wingman – clients have used all of these terms to describe what they are looking for. We can help.
For small and mid-sized businesses – typically private, sometimes family-owned, sometimes with investors – we can help this generation of owner/leaders to perform at a high level and take the organization forward. That may be about growth and it may be about exit strategy – or both. And we always enjoy opportunities to help hand over the reins to the next generation of owner/leaders in multi-generational family businesses.
- Business advisory services
- Critical decision support
- Business coaching and executive coaching
- Strategy and organization development
- Meeting facilitation
Ideal for the individual who travels extensively or is located elsewhere in the US – an absolutely trustworthy collaborator who will be absolutely unbiased and absolutely honest.