services

Forecasting, Goals, & Strategic PLanning

Forecasting is a big key to success through enhancing your company's strategic planning process, team building, and key leader development. Accelerate your growth and success.

Forecasting is ongoing and based largely in part on SMART goal setting and company direction. The biggest benefit of forecasting is in the process, leadership development, and team building, rather than the developed end plan. Find out how to optimize your goals.

Forecasting can provide enhanced funding for your company. Banks and other lending institutions value and seek good forecasting from your company.

Goal setting and development, along with the execution of plans to achieve goals, is one of the biggest drivers for long-term company growth and success.

Ownership Transition

Transitioning ownership of the company is key to not only the owner of a company, but also to its key leaders, all employees, customers, and key vendors.

If ownership transition is to be pursued in the near future, find out how to enhance the total value (price and intangibles) you will receive for the purchase of your company by an outside entity or group.

Upfront discussions and planning regarding company ownership transitions are best to start early and revisit as an ongoing high priority.

There are a number of choices to transition ownership - from a full sale of the company to employee ownership (ESOP) - along with many other options for consideration. Find out more about your ownership transition choices.

It is very important to consider how to make an ownership transition successful for your employees, customers, and key vendors.

Executive Coaching

Available services:

  • SMART Goal setting for the company

  • Goal setting for you and key leaders

  • Developing plans for improvement on goals

  • Internal and external customer focus

  • Continuous improvement (Lean)

  • Leadership development

  • Team building

C-Level Services

Available services:

  • CEO services, on a short or longer-term basis

  • CFO services, or controller-type services, on a short or longer-term basis

  • COO services, on a short or longer-term basis

  • See About Us or other services for more details and background

Clean Energy

Available services:

  • Building energy savings introduction and opportunities

  • Building or facilities renewable energy systems and programs; consultation

  • Renewable energy systems for utility-scale applications

  • Includes solar energy, energy storage, wind power, and microgrids