Clients

Growing Small to Mid-Sized Businesses can strain resources and communication, create cash flow issues, reduce efficiency, and cause burnout. Many firms experience fluctuating revenue cycles and struggle to progress. Conducting strategic planning, delegating and streamlining decision-making, and implementing metrics and milestones greatly improve chances of success.

“John’s immediate comprehension of our market position and focus of company energy on building customer relationships opened doors with existing and new clients, resulting in a 50% increase in company revenues over two years.  His patient work with many personalities and persistent follow-up held our management team accountable and united our business development efforts.” ▪ Managing Director, Management Consulting Firm

Accelerated growth in a family business introduces unique challenges.  Balancing family dynamics, financial decisions, and management control can be problematic.  Strategic planning focused on meeting the overall objectives of the family business can mitigate tension, prevent potential conflicts, and can accelerate growth.

“John's leadership during the structural change of this first-to-second generation family business was instrumental in ensuring seamless succession and contributing to our current remarkable trajectory. His strategic approach to communications and business decisions, coupled with his dedication to coaching, was commendable. I highly recommend him for any organization seeking expertise in succession planning, strategic growth, and fostering a positive culture.”  ▪ CFO, Technical Consulting Firm

Non-Profit Organization growth can challenge operational capabilities and impact financing for existing programs and staffing.  Public perception and branding are particularly difficult during tough economic conditions.  Effective strategic planning with a focus on targeted fundraising, risk management, transparency, and fully engaging the Board of Directors is an important initial step.

“John's persuasive and patient approach effectively guided our new staff through business process mapping, long-term organizational planning, fundraising methodology, and preparation for Board of Directors presentations. His coaching has significantly enhanced our team's confidence, productivity, and performance. I highly recommend him to any organization seeking strategic guidance.” ▪ Executive Director, Not-for-Profit Organization