My approach challenges mindsets, presumptions, and habits — this allows my clients to target the real problems, leading them to real solutions.
Succession & Exit Planning
Build a business the next generation wants to be a part of.
For the incoming generation, there are more choices, opportunities and diversions for their careers than at any other time in modern history. Usually all good things, until it comes to attracting the next generation into your business. Learn how your business can create attraction for the best this newest generation can offer, tapping into the creativity and diverse values they possess to benefit the business.
Growth Strategy & Value Acceleration
Develop the strategy your competition didn’t see coming
No longer exclusive to large deep-pocketed corporations, executing strategy is now the domain of even the smallest of organizations. Hence, just having a strategy is no longer good enough. Creativity, originality, urgency, and calculated risk are the virtues of today’s strategy. We have over 30 years of experience developing and implementing strategy, whether it be for capturing market share and scaling, remaining relevant in the face of disruptive change, or to unlock the generational wealth contained within the operations and assets of the business. As a Certified Exit Planning Advisor (CEPA®), and a Certified Mergers & Acquisitions Advisor (CM&AA®), Rick has helped businesses from solo practitioners to globally diverse enterprises align their organizations around the strategy that multiplies their enterprise value, creating sustainable economic impact for the shareholders, the employees and their families, and the communities in which they reside.
Leadership
Be the leader your mother would be proud of
While virtues may stem from good parenting, they alone don’t ensure sound decision-making. Effective leadership arises from blending virtues with an understanding of context. Our executive coaching and mentoring cultivates the behaviors and practices necessary to engage, challenge, and motivate your organization, driving continuous improvement and excellence.
