Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Executive Advisor | executive, executive advisory, executive advisor

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor | executive, executive advisory, executive advisor

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams
Organizational Strategist | executive, executive advisory, executive advisor

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant | executive, executive advisory, executive advisor

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Strategic Executive Advisory | executive, executive advisory, executive advisor

REF Executive Forums

Executive Forums Advisory Board

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Executive Advisor | executive, executive advisory, executive advisor
Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

CFO Advisor | executive, executive advisory, executive advisor
Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Organizational Strategist | executive, executive advisory, executive advisor
Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

Executive Consultant | executive, executive advisory, executive advisor

Your Most Trusted Executive Advisor

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.

Business Advisory

Helping You Find Success with Business Advisory

 

Business Advisory: Guiding and Transforming Businesses. Helping You Achieve What’s Possible.

 
It’s an ever-evolving and competitive business world, where only the best-in-class succeed. Building and sustaining a thriving business is very often a long-term commitment. It takes time to create a valuable and rewarding business, together with passion, vision and drive. Through business advisory, our goal is to support you proactively in achieving your goals – every step of the way.

When we understand what is important to you, we can customize our help to what you want. As business advisor, we are available as matters need attention and support.

Success in business is driven by a number of key performance matters and we aim to agree with you where you want and need to focus and prioritize.

From time to time these challenges or opportunities vary, but we are always there as your strategic business advisor and in for the long-haul encouraging and inspiring success.

Our goal: To help you optimize and take advantage of YOUR opportunities.

CFO Advisory

Helping You Find Success with CFO Advisory

 

CFO Advisory: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. Helping benchmark progress towards yours goals. Clients leverage our financial executive expertise. As chief financial officer and part of your executive team, we bring CFO advisory knowledge guiding you on strategic initiatives.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next. We help you turn data into insightful information to make informed business decisions. CFO as true business partner.

Businesses often tell us they want access to a chief financial officer to enhance their existing team. A financial executive attuned to best practices, current trends, and engaged with resources throughout the business community. That’s where our CFO advisory services provide value. Differentiation.

We also advise and coach current and emerging top key executive (CxO) leaders including CFOs. Enhancing executive and management teams.

Executive Facilitation

Helping You Find Success with Executive Facilitation

 

Executive Facilitation: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. As executive advisor, we provide executive facilitation for our client executives and business professionals. Helping build a better tomorrow.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next.

Organizational Strategy

Helping You Find Success with Business Strategy

 

Business Strategy: Gain Fresh Focus and Direction

All businesses continue to face unprecedented challenges. Being a business owner involves dedication and no small amount of passion, in a challenging and competitive world. It takes perseverance, vision and drive to grow a valuable business. Whether you refer to it as business strategy, organizational strategy, or strategic planning, we help our clients plan for the future. Turning challenges into success opportunities. Helping hold teams accountable to achieve goals through actionable steps.

It’s important to take a little time-out, to build a clear strategy and enhance your focus and direction. With decades of proven experience in business planning and management, we can help you turn challenges into opportunities.

Executive Coaching

Helping You Find Success with Executive Coaching

 

Executive Coaching: Feel Like It’s Time to Make a Change in Your Career, But Can’t Seem to Find a Way?

Great leaders motivate and inspire. They recognize the importance of and develop strong interpersonal skills. The higher you ascend in an organization, the more important communication skills are. As your executive coach, we know first hand. Let our executive coaching position you as a better leader.

Formulating and communicating strategies and vision, leaders lead in inspiring ways all while guiding the organization to achieve desired goals and outcomes. Executive presence, developing a brand, and building a strong professional network are also important.

Executive Consulting

Helping You Find Success with Business Consulting

 

Business Consulting: Need Expertise to Help Identify Recommendations, Referrals, or Smart Solutions to Complex Problems?

Our management consulting provides sound counsel for our clients to improve their performance and assist them in achieving their organizational objectives.

Helping determine strategic issues surrounding a problem, identifying alternative actions, obtaining information, and conducting analyses of the alternatives. Ultimately helping our clients select and implement the best course of action in alignment with strategic goals.

Though consulting is generally short-term in nature to address a specific issue, we also provide ongoing evaluation of the effectiveness of implementation through our business advisory.

Strategically located at the Northeast Indiana Innovation Center, we provide executive consulting and business consulting for a wide array of clients.

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

What is Executive Advisory?

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through Business Advisory, CFO Advisory, Executive Facilitation, and Strategic Planning

Who is Executive Advisory for?

As executive advisor, we help our business owner and management team clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Advisory?

Through our client advisory services as active strategists, we help you leverage resources including technology and management best practices to align company goals, processes, and business units. Through a collaborative approach, we as advisors assist clients with process improvements and accountability.

Think of it as adding a chief operating officer COO with financial expertise to your team.

Business Advisor Improving Businesses through Business Advisory

As executive advisor and executive coach, we help our current and emerging business leader clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

CFO Advisor

Helping Benchmark and Improve Financial Performance

What is CFO Advisory?

Interactive discussions and reviews of key areas of business including financial performance

As CFO, we enhance your executive team bringing financial executive, business administration and operations expertise.

We also advise and coach executives.

How Do You Assess Performance?

We take a balanced scorecard approach along with strategy pyramids and maps. To help you and your team assess where you are. Prioritizing actionable next steps for continued business success.

Results driven, our CFO advisory enhances your business. Providing you with financial executive know-how. Advising and guiding you on key business decisions and towards future success. Add a CFO to your team!

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

What is Executive Facilitation?

Interactive discussions and reviews of key areas of business performance

Leaders are responsible for organizational clarity and vision so that teams have direction. Strategic vertical alignment and clarity is key in motivating employees to success. External assistance to facilitate groups towards this clarity transforms organizations.

Executive Advisor Providing Executive Facilitation for Top Key Executives

Advising and coaching key company executives. Leaders continuously seeking a better version of themselves enriching business teams. Strong leaders wanting more empowerment in their roles. Executives that challenge the status quo including industry boundaries. Generally, our top key executive clients represent:

  • Individuals that report directly to the CEO and play a key role in the executive team.
  • 15 years of business leadership experience that makes them a benchmark of business in their community.
  • Eager to push the frontier of what’s possible in their industry and grow as a leader while helping others.

 

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

What is Strategic Planning?

An inspirational and interactive strategic service for owner managed businesses

Fresh Focus and Feeling in Control

Our interactive facilitated strategic service enables you to do just this with us, in an innovative way.

  • Looking at what are the most important things to you
  • Articulating your business objectives
  • Focusing on growth plans and their financial impact
  • Prioritizing your next actions

You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.

What Areas Do You Focus on for Business Strategy?

Advocates of cross-functional leadership, we collaborate with your existing team on four areas of business operations: (1) financial, (2) internal business processes, (3) customer experience, and (4) learning and growth.

Executive Coach

Equipping Leaders for Success

What is Executive Coaching?

Executive coaching involves development for executives, members of management, teams, and leadership. We provide positive support, feedback, and advice on an individual or group basis to improve personal effectiveness in the business setting.

Team Building through Self-Awareness and Vertical Alignment

To achieve organizational excellence, strong leaders create synergy and vision all while maintaining self-awareness and emotional intelligence. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

In addition to self-aware, business leaders must know the major trends to align their vision, strategy, and execution.

Professional Aspirations

We help our clients advance towards specific professional goals. These include career transition, interpersonal and professional communication, performance management, organizational effectiveness, managing career, developing executive presence, enhancing strategic thinking, dealing effectively with conflict, and building an effective team within an organization.

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Consulting?

Our executive consulting involves identifying recommendations, referrals, or smart solutions to complex problems. Our business acumen breadth and depth allows us to help you with specific areas. We also have an expansive network of business colleagues to which we can refer.

Management Consulting | Best Practices

Our management consulting provides organizations with resources to improve their performance. We assist and consult our clients to achieve their desired objectives.

Our clients draw upon our executive consulting services to leverage management consultant expertise.

Clients gain external, objective, evidence-based advice and access to our specialized expertise including additional oversight.

Let our exposure to and relationships with numerous organizations supplement and enhance your business including existing management teams. We are attuned to current business best practices.

Executive Consultant Timeframe

As executive consultant, we consult with business owners and executives, providing professional services. Generally, the relationship is short-term in nature. The focus is typically on a specific business function or task (i.e., financial consul, information technology assistance, human resources recommendation). Clients typically onboard us as consultants to help solve a specific problem.

Invest in Your Future

As executive advisor and business coach, I help business leaders achieve what’s possible. My clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

The process is really about you. Let’s schedule time to advance you and your business.

Get in Touch

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Executive Advisor | executive, executive advisory, executive advisor

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor | executive, executive advisory, executive advisor

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams
Organizational Strategist | executive, executive advisory, executive advisor

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant | executive, executive advisory, executive advisor

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Strategic Executive Advisory | executive, executive advisory, executive advisor

REF Executive Forums

Executive Forums Advisory Board

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Executive Advisor | executive, executive advisory, executive advisor
Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

CFO Advisor | executive, executive advisory, executive advisor
Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Organizational Strategist | executive, executive advisory, executive advisor
Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

Executive Consultant | executive, executive advisory, executive advisor

Your Most Trusted Executive Advisor

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.

Business Advisory

Helping You Find Success with Business Advisory

 

Business Advisory: Guiding and Transforming Businesses. Helping You Achieve What’s Possible.

 
It’s an ever-evolving and competitive business world, where only the best-in-class succeed. Building and sustaining a thriving business is very often a long-term commitment. It takes time to create a valuable and rewarding business, together with passion, vision and drive. Through business advisory, our goal is to support you proactively in achieving your goals – every step of the way.

When we understand what is important to you, we can customize our help to what you want. As business advisor, we are available as matters need attention and support.

Success in business is driven by a number of key performance matters and we aim to agree with you where you want and need to focus and prioritize.

From time to time these challenges or opportunities vary, but we are always there as your strategic business advisor and in for the long-haul encouraging and inspiring success.

Our goal: To help you optimize and take advantage of YOUR opportunities.

CFO Advisory

Helping You Find Success with CFO Advisory

 

CFO Advisory: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. Helping benchmark progress towards yours goals. Clients leverage our financial executive expertise. As chief financial officer and part of your executive team, we bring CFO advisory knowledge guiding you on strategic initiatives.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next. We help you turn data into insightful information to make informed business decisions. CFO as true business partner.

Businesses often tell us they want access to a chief financial officer to enhance their existing team. A financial executive attuned to best practices, current trends, and engaged with resources throughout the business community. That’s where our CFO advisory services provide value. Differentiation.

We also advise and coach current and emerging top key executive (CxO) leaders including CFOs. Enhancing executive and management teams.

Executive Facilitation

Helping You Find Success with Executive Facilitation

 

Executive Facilitation: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. As executive advisor, we provide executive facilitation for our client executives and business professionals. Helping build a better tomorrow.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next.

Organizational Strategy

Helping You Find Success with Business Strategy

 

Business Strategy: Gain Fresh Focus and Direction

All businesses continue to face unprecedented challenges. Being a business owner involves dedication and no small amount of passion, in a challenging and competitive world. It takes perseverance, vision and drive to grow a valuable business. Whether you refer to it as business strategy, organizational strategy, or strategic planning, we help our clients plan for the future. Turning challenges into success opportunities. Helping hold teams accountable to achieve goals through actionable steps.

It’s important to take a little time-out, to build a clear strategy and enhance your focus and direction. With decades of proven experience in business planning and management, we can help you turn challenges into opportunities.

Executive Coaching

Helping You Find Success with Executive Coaching

 

Executive Coaching: Feel Like It’s Time to Make a Change in Your Career, But Can’t Seem to Find a Way?

Great leaders motivate and inspire. They recognize the importance of and develop strong interpersonal skills. The higher you ascend in an organization, the more important communication skills are. As your executive coach, we know first hand. Let our executive coaching position you as a better leader.

Formulating and communicating strategies and vision, leaders lead in inspiring ways all while guiding the organization to achieve desired goals and outcomes. Executive presence, developing a brand, and building a strong professional network are also important.

Executive Consulting

Helping You Find Success with Business Consulting

 

Business Consulting: Need Expertise to Help Identify Recommendations, Referrals, or Smart Solutions to Complex Problems?

Our management consulting provides sound counsel for our clients to improve their performance and assist them in achieving their organizational objectives.

Helping determine strategic issues surrounding a problem, identifying alternative actions, obtaining information, and conducting analyses of the alternatives. Ultimately helping our clients select and implement the best course of action in alignment with strategic goals.

Though consulting is generally short-term in nature to address a specific issue, we also provide ongoing evaluation of the effectiveness of implementation through our business advisory.

Strategically located at the Northeast Indiana Innovation Center, we provide executive consulting and business consulting for a wide array of clients.

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

What is Executive Advisory?

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through Business Advisory, CFO Advisory, Executive Facilitation, and Strategic Planning

Who is Executive Advisory for?

As executive advisor, we help our business owner and management team clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Advisory?

Through our client advisory services as active strategists, we help you leverage resources including technology and management best practices to align company goals, processes, and business units. Through a collaborative approach, we as advisors assist clients with process improvements and accountability.

Think of it as adding a chief operating officer COO with financial expertise to your team.

Business Advisor Improving Businesses through Business Advisory

As executive advisor and executive coach, we help our current and emerging business leader clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

CFO Advisor

Helping Benchmark and Improve Financial Performance

What is CFO Advisory?

Interactive discussions and reviews of key areas of business including financial performance

As CFO, we enhance your executive team bringing financial executive, business administration and operations expertise.

We also advise and coach executives.

How Do You Assess Performance?

We take a balanced scorecard approach along with strategy pyramids and maps. To help you and your team assess where you are. Prioritizing actionable next steps for continued business success.

Results driven, our CFO advisory enhances your business. Providing you with financial executive know-how. Advising and guiding you on key business decisions and towards future success. Add a CFO to your team!

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

What is Executive Facilitation?

Interactive discussions and reviews of key areas of business performance

Leaders are responsible for organizational clarity and vision so that teams have direction. Strategic vertical alignment and clarity is key in motivating employees to success. External assistance to facilitate groups towards this clarity transforms organizations.

Executive Advisor Providing Executive Facilitation for Top Key Executives

Advising and coaching key company executives. Leaders continuously seeking a better version of themselves enriching business teams. Strong leaders wanting more empowerment in their roles. Executives that challenge the status quo including industry boundaries. Generally, our top key executive clients represent:

  • Individuals that report directly to the CEO and play a key role in the executive team.
  • 15 years of business leadership experience that makes them a benchmark of business in their community.
  • Eager to push the frontier of what’s possible in their industry and grow as a leader while helping others.

 

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

What is Strategic Planning?

An inspirational and interactive strategic service for owner managed businesses

Fresh Focus and Feeling in Control

Our interactive facilitated strategic service enables you to do just this with us, in an innovative way.

  • Looking at what are the most important things to you
  • Articulating your business objectives
  • Focusing on growth plans and their financial impact
  • Prioritizing your next actions

You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.

What Areas Do You Focus on for Business Strategy?

Advocates of cross-functional leadership, we collaborate with your existing team on four areas of business operations: (1) financial, (2) internal business processes, (3) customer experience, and (4) learning and growth.

Executive Coach

Equipping Leaders for Success

What is Executive Coaching?

Executive coaching involves development for executives, members of management, teams, and leadership. We provide positive support, feedback, and advice on an individual or group basis to improve personal effectiveness in the business setting.

Team Building through Self-Awareness and Vertical Alignment

To achieve organizational excellence, strong leaders create synergy and vision all while maintaining self-awareness and emotional intelligence. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

In addition to self-aware, business leaders must know the major trends to align their vision, strategy, and execution.

Professional Aspirations

We help our clients advance towards specific professional goals. These include career transition, interpersonal and professional communication, performance management, organizational effectiveness, managing career, developing executive presence, enhancing strategic thinking, dealing effectively with conflict, and building an effective team within an organization.

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Consulting?

Our executive consulting involves identifying recommendations, referrals, or smart solutions to complex problems. Our business acumen breadth and depth allows us to help you with specific areas. We also have an expansive network of business colleagues to which we can refer.

Management Consulting | Best Practices

Our management consulting provides organizations with resources to improve their performance. We assist and consult our clients to achieve their desired objectives.

Our clients draw upon our executive consulting services to leverage management consultant expertise.

Clients gain external, objective, evidence-based advice and access to our specialized expertise including additional oversight.

Let our exposure to and relationships with numerous organizations supplement and enhance your business including existing management teams. We are attuned to current business best practices.

Executive Consultant Timeframe

As executive consultant, we consult with business owners and executives, providing professional services. Generally, the relationship is short-term in nature. The focus is typically on a specific business function or task (i.e., financial consul, information technology assistance, human resources recommendation). Clients typically onboard us as consultants to help solve a specific problem.

Invest in Your Future

As executive advisor and business coach, I help business leaders achieve what’s possible. My clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

The process is really about you. Let’s schedule time to advance you and your business.

Get in Touch

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Executive Advisor | executive, executive advisory, executive advisor

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor | executive, executive advisory, executive advisor

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams
Organizational Strategist | executive, executive advisory, executive advisor

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant | executive, executive advisory, executive advisor

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Strategic Executive Advisory | executive, executive advisory, executive advisor

REF Executive Forums

Executive Forums Advisory Board

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Executive Advisor | executive, executive advisory, executive advisor
Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

CFO Advisor | executive, executive advisory, executive advisor
Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Organizational Strategist | executive, executive advisory, executive advisor
Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

Executive Consultant | executive, executive advisory, executive advisor

Your Most Trusted Executive Advisor

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.

Business Advisory

Helping You Find Success with Business Advisory

 

Business Advisory: Guiding and Transforming Businesses. Helping You Achieve What’s Possible.

 
It’s an ever-evolving and competitive business world, where only the best-in-class succeed. Building and sustaining a thriving business is very often a long-term commitment. It takes time to create a valuable and rewarding business, together with passion, vision and drive. Through business advisory, our goal is to support you proactively in achieving your goals – every step of the way.

When we understand what is important to you, we can customize our help to what you want. As business advisor, we are available as matters need attention and support.

Success in business is driven by a number of key performance matters and we aim to agree with you where you want and need to focus and prioritize.

From time to time these challenges or opportunities vary, but we are always there as your strategic business advisor and in for the long-haul encouraging and inspiring success.

Our goal: To help you optimize and take advantage of YOUR opportunities.

CFO Advisory

Helping You Find Success with CFO Advisory

 

CFO Advisory: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. Helping benchmark progress towards yours goals. Clients leverage our financial executive expertise. As chief financial officer and part of your executive team, we bring CFO advisory knowledge guiding you on strategic initiatives.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next. We help you turn data into insightful information to make informed business decisions. CFO as true business partner.

Businesses often tell us they want access to a chief financial officer to enhance their existing team. A financial executive attuned to best practices, current trends, and engaged with resources throughout the business community. That’s where our CFO advisory services provide value. Differentiation.

We also advise and coach current and emerging top key executive (CxO) leaders including CFOs. Enhancing executive and management teams.

Executive Facilitation

Helping You Find Success with Executive Facilitation

 

Executive Facilitation: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. As executive advisor, we provide executive facilitation for our client executives and business professionals. Helping build a better tomorrow.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next.

Organizational Strategy

Helping You Find Success with Business Strategy

 

Business Strategy: Gain Fresh Focus and Direction

All businesses continue to face unprecedented challenges. Being a business owner involves dedication and no small amount of passion, in a challenging and competitive world. It takes perseverance, vision and drive to grow a valuable business. Whether you refer to it as business strategy, organizational strategy, or strategic planning, we help our clients plan for the future. Turning challenges into success opportunities. Helping hold teams accountable to achieve goals through actionable steps.

It’s important to take a little time-out, to build a clear strategy and enhance your focus and direction. With decades of proven experience in business planning and management, we can help you turn challenges into opportunities.

Executive Coaching

Helping You Find Success with Executive Coaching

 

Executive Coaching: Feel Like It’s Time to Make a Change in Your Career, But Can’t Seem to Find a Way?

Great leaders motivate and inspire. They recognize the importance of and develop strong interpersonal skills. The higher you ascend in an organization, the more important communication skills are. As your executive coach, we know first hand. Let our executive coaching position you as a better leader.

Formulating and communicating strategies and vision, leaders lead in inspiring ways all while guiding the organization to achieve desired goals and outcomes. Executive presence, developing a brand, and building a strong professional network are also important.

Executive Consulting

Helping You Find Success with Business Consulting

 

Business Consulting: Need Expertise to Help Identify Recommendations, Referrals, or Smart Solutions to Complex Problems?

Our management consulting provides sound counsel for our clients to improve their performance and assist them in achieving their organizational objectives.

Helping determine strategic issues surrounding a problem, identifying alternative actions, obtaining information, and conducting analyses of the alternatives. Ultimately helping our clients select and implement the best course of action in alignment with strategic goals.

Though consulting is generally short-term in nature to address a specific issue, we also provide ongoing evaluation of the effectiveness of implementation through our business advisory.

Strategically located at the Northeast Indiana Innovation Center, we provide executive consulting and business consulting for a wide array of clients.

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

What is Executive Advisory?

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through Business Advisory, CFO Advisory, Executive Facilitation, and Strategic Planning

Who is Executive Advisory for?

As executive advisor, we help our business owner and management team clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Advisory?

Through our client advisory services as active strategists, we help you leverage resources including technology and management best practices to align company goals, processes, and business units. Through a collaborative approach, we as advisors assist clients with process improvements and accountability.

Think of it as adding a chief operating officer COO with financial expertise to your team.

Business Advisor Improving Businesses through Business Advisory

As executive advisor and executive coach, we help our current and emerging business leader clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

CFO Advisor

Helping Benchmark and Improve Financial Performance

What is CFO Advisory?

Interactive discussions and reviews of key areas of business including financial performance

As CFO, we enhance your executive team bringing financial executive, business administration and operations expertise.

We also advise and coach executives.

How Do You Assess Performance?

We take a balanced scorecard approach along with strategy pyramids and maps. To help you and your team assess where you are. Prioritizing actionable next steps for continued business success.

Results driven, our CFO advisory enhances your business. Providing you with financial executive know-how. Advising and guiding you on key business decisions and towards future success. Add a CFO to your team!

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

What is Executive Facilitation?

Interactive discussions and reviews of key areas of business performance

Leaders are responsible for organizational clarity and vision so that teams have direction. Strategic vertical alignment and clarity is key in motivating employees to success. External assistance to facilitate groups towards this clarity transforms organizations.

Executive Advisor Providing Executive Facilitation for Top Key Executives

Advising and coaching key company executives. Leaders continuously seeking a better version of themselves enriching business teams. Strong leaders wanting more empowerment in their roles. Executives that challenge the status quo including industry boundaries. Generally, our top key executive clients represent:

  • Individuals that report directly to the CEO and play a key role in the executive team.
  • 15 years of business leadership experience that makes them a benchmark of business in their community.
  • Eager to push the frontier of what’s possible in their industry and grow as a leader while helping others.

 

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

What is Strategic Planning?

An inspirational and interactive strategic service for owner managed businesses

Fresh Focus and Feeling in Control

Our interactive facilitated strategic service enables you to do just this with us, in an innovative way.

  • Looking at what are the most important things to you
  • Articulating your business objectives
  • Focusing on growth plans and their financial impact
  • Prioritizing your next actions

You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.

What Areas Do You Focus on for Business Strategy?

Advocates of cross-functional leadership, we collaborate with your existing team on four areas of business operations: (1) financial, (2) internal business processes, (3) customer experience, and (4) learning and growth.

Executive Coach

Equipping Leaders for Success

What is Executive Coaching?

Executive coaching involves development for executives, members of management, teams, and leadership. We provide positive support, feedback, and advice on an individual or group basis to improve personal effectiveness in the business setting.

Team Building through Self-Awareness and Vertical Alignment

To achieve organizational excellence, strong leaders create synergy and vision all while maintaining self-awareness and emotional intelligence. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

In addition to self-aware, business leaders must know the major trends to align their vision, strategy, and execution.

Professional Aspirations

We help our clients advance towards specific professional goals. These include career transition, interpersonal and professional communication, performance management, organizational effectiveness, managing career, developing executive presence, enhancing strategic thinking, dealing effectively with conflict, and building an effective team within an organization.

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Consulting?

Our executive consulting involves identifying recommendations, referrals, or smart solutions to complex problems. Our business acumen breadth and depth allows us to help you with specific areas. We also have an expansive network of business colleagues to which we can refer.

Management Consulting | Best Practices

Our management consulting provides organizations with resources to improve their performance. We assist and consult our clients to achieve their desired objectives.

Our clients draw upon our executive consulting services to leverage management consultant expertise.

Clients gain external, objective, evidence-based advice and access to our specialized expertise including additional oversight.

Let our exposure to and relationships with numerous organizations supplement and enhance your business including existing management teams. We are attuned to current business best practices.

Executive Consultant Timeframe

As executive consultant, we consult with business owners and executives, providing professional services. Generally, the relationship is short-term in nature. The focus is typically on a specific business function or task (i.e., financial consul, information technology assistance, human resources recommendation). Clients typically onboard us as consultants to help solve a specific problem.

Invest in Your Future

As executive advisor and business coach, I help business leaders achieve what’s possible. My clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

The process is really about you. Let’s schedule time to advance you and your business.

Get in Touch

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Executive Advisor | executive, executive advisory, executive advisor

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor | executive, executive advisory, executive advisor

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams
Organizational Strategist | executive, executive advisory, executive advisor

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant | executive, executive advisory, executive advisor

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Strategic Executive Advisory | executive, executive advisory, executive advisor

REF Executive Forums

Executive Forums Advisory Board

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Executive Advisor | executive, executive advisory, executive advisor
Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

CFO Advisor | executive, executive advisory, executive advisor
Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Organizational Strategist | executive, executive advisory, executive advisor
Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

Executive Consultant | executive, executive advisory, executive advisor

Your Most Trusted Executive Advisor

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.

Business Advisory

Helping You Find Success with Business Advisory

 

Business Advisory: Guiding and Transforming Businesses. Helping You Achieve What’s Possible.

 
It’s an ever-evolving and competitive business world, where only the best-in-class succeed. Building and sustaining a thriving business is very often a long-term commitment. It takes time to create a valuable and rewarding business, together with passion, vision and drive. Through business advisory, our goal is to support you proactively in achieving your goals – every step of the way.

When we understand what is important to you, we can customize our help to what you want. As business advisor, we are available as matters need attention and support.

Success in business is driven by a number of key performance matters and we aim to agree with you where you want and need to focus and prioritize.

From time to time these challenges or opportunities vary, but we are always there as your strategic business advisor and in for the long-haul encouraging and inspiring success.

Our goal: To help you optimize and take advantage of YOUR opportunities.

CFO Advisory

Helping You Find Success with CFO Advisory

 

CFO Advisory: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. Helping benchmark progress towards yours goals. Clients leverage our financial executive expertise. As chief financial officer and part of your executive team, we bring CFO advisory knowledge guiding you on strategic initiatives.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next. We help you turn data into insightful information to make informed business decisions. CFO as true business partner.

Businesses often tell us they want access to a chief financial officer to enhance their existing team. A financial executive attuned to best practices, current trends, and engaged with resources throughout the business community. That’s where our CFO advisory services provide value. Differentiation.

We also advise and coach current and emerging top key executive (CxO) leaders including CFOs. Enhancing executive and management teams.

Executive Facilitation

Helping You Find Success with Executive Facilitation

 

Executive Facilitation: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. As executive advisor, we provide executive facilitation for our client executives and business professionals. Helping build a better tomorrow.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next.

Organizational Strategy

Helping You Find Success with Business Strategy

 

Business Strategy: Gain Fresh Focus and Direction

All businesses continue to face unprecedented challenges. Being a business owner involves dedication and no small amount of passion, in a challenging and competitive world. It takes perseverance, vision and drive to grow a valuable business. Whether you refer to it as business strategy, organizational strategy, or strategic planning, we help our clients plan for the future. Turning challenges into success opportunities. Helping hold teams accountable to achieve goals through actionable steps.

It’s important to take a little time-out, to build a clear strategy and enhance your focus and direction. With decades of proven experience in business planning and management, we can help you turn challenges into opportunities.

Executive Coaching

Helping You Find Success with Executive Coaching

 

Executive Coaching: Feel Like It’s Time to Make a Change in Your Career, But Can’t Seem to Find a Way?

Great leaders motivate and inspire. They recognize the importance of and develop strong interpersonal skills. The higher you ascend in an organization, the more important communication skills are. As your executive coach, we know first hand. Let our executive coaching position you as a better leader.

Formulating and communicating strategies and vision, leaders lead in inspiring ways all while guiding the organization to achieve desired goals and outcomes. Executive presence, developing a brand, and building a strong professional network are also important.

Executive Consulting

Helping You Find Success with Business Consulting

 

Business Consulting: Need Expertise to Help Identify Recommendations, Referrals, or Smart Solutions to Complex Problems?

Our management consulting provides sound counsel for our clients to improve their performance and assist them in achieving their organizational objectives.

Helping determine strategic issues surrounding a problem, identifying alternative actions, obtaining information, and conducting analyses of the alternatives. Ultimately helping our clients select and implement the best course of action in alignment with strategic goals.

Though consulting is generally short-term in nature to address a specific issue, we also provide ongoing evaluation of the effectiveness of implementation through our business advisory.

Strategically located at the Northeast Indiana Innovation Center, we provide executive consulting and business consulting for a wide array of clients.

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

What is Executive Advisory?

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through Business Advisory, CFO Advisory, Executive Facilitation, and Strategic Planning

Who is Executive Advisory for?

As executive advisor, we help our business owner and management team clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Advisory?

Through our client advisory services as active strategists, we help you leverage resources including technology and management best practices to align company goals, processes, and business units. Through a collaborative approach, we as advisors assist clients with process improvements and accountability.

Think of it as adding a chief operating officer COO with financial expertise to your team.

Business Advisor Improving Businesses through Business Advisory

As executive advisor and executive coach, we help our current and emerging business leader clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

CFO Advisor

Helping Benchmark and Improve Financial Performance

What is CFO Advisory?

Interactive discussions and reviews of key areas of business including financial performance

As CFO, we enhance your executive team bringing financial executive, business administration and operations expertise.

We also advise and coach executives.

How Do You Assess Performance?

We take a balanced scorecard approach along with strategy pyramids and maps. To help you and your team assess where you are. Prioritizing actionable next steps for continued business success.

Results driven, our CFO advisory enhances your business. Providing you with financial executive know-how. Advising and guiding you on key business decisions and towards future success. Add a CFO to your team!

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

What is Executive Facilitation?

Interactive discussions and reviews of key areas of business performance

Leaders are responsible for organizational clarity and vision so that teams have direction. Strategic vertical alignment and clarity is key in motivating employees to success. External assistance to facilitate groups towards this clarity transforms organizations.

Executive Advisor Providing Executive Facilitation for Top Key Executives

Advising and coaching key company executives. Leaders continuously seeking a better version of themselves enriching business teams. Strong leaders wanting more empowerment in their roles. Executives that challenge the status quo including industry boundaries. Generally, our top key executive clients represent:

  • Individuals that report directly to the CEO and play a key role in the executive team.
  • 15 years of business leadership experience that makes them a benchmark of business in their community.
  • Eager to push the frontier of what’s possible in their industry and grow as a leader while helping others.

 

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

What is Strategic Planning?

An inspirational and interactive strategic service for owner managed businesses

Fresh Focus and Feeling in Control

Our interactive facilitated strategic service enables you to do just this with us, in an innovative way.

  • Looking at what are the most important things to you
  • Articulating your business objectives
  • Focusing on growth plans and their financial impact
  • Prioritizing your next actions

You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.

What Areas Do You Focus on for Business Strategy?

Advocates of cross-functional leadership, we collaborate with your existing team on four areas of business operations: (1) financial, (2) internal business processes, (3) customer experience, and (4) learning and growth.

Executive Coach

Equipping Leaders for Success

What is Executive Coaching?

Executive coaching involves development for executives, members of management, teams, and leadership. We provide positive support, feedback, and advice on an individual or group basis to improve personal effectiveness in the business setting.

Team Building through Self-Awareness and Vertical Alignment

To achieve organizational excellence, strong leaders create synergy and vision all while maintaining self-awareness and emotional intelligence. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

In addition to self-aware, business leaders must know the major trends to align their vision, strategy, and execution.

Professional Aspirations

We help our clients advance towards specific professional goals. These include career transition, interpersonal and professional communication, performance management, organizational effectiveness, managing career, developing executive presence, enhancing strategic thinking, dealing effectively with conflict, and building an effective team within an organization.

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Consulting?

Our executive consulting involves identifying recommendations, referrals, or smart solutions to complex problems. Our business acumen breadth and depth allows us to help you with specific areas. We also have an expansive network of business colleagues to which we can refer.

Management Consulting | Best Practices

Our management consulting provides organizations with resources to improve their performance. We assist and consult our clients to achieve their desired objectives.

Our clients draw upon our executive consulting services to leverage management consultant expertise.

Clients gain external, objective, evidence-based advice and access to our specialized expertise including additional oversight.

Let our exposure to and relationships with numerous organizations supplement and enhance your business including existing management teams. We are attuned to current business best practices.

Executive Consultant Timeframe

As executive consultant, we consult with business owners and executives, providing professional services. Generally, the relationship is short-term in nature. The focus is typically on a specific business function or task (i.e., financial consul, information technology assistance, human resources recommendation). Clients typically onboard us as consultants to help solve a specific problem.

Invest in Your Future

As executive advisor and business coach, I help business leaders achieve what’s possible. My clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

The process is really about you. Let’s schedule time to advance you and your business.

Get in Touch

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Executive Advisor | executive, executive advisory, executive advisor

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor | executive, executive advisory, executive advisor

CFO Advisor

Helping Benchmark and Improve Financial Performance

Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams
Organizational Strategist | executive, executive advisory, executive advisor

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant | executive, executive advisory, executive advisor

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence
Strategic Executive Advisory | executive, executive advisory, executive advisor

REF Executive Forums

Executive Forums Advisory Board

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

Executive Advisor | executive, executive advisory, executive advisor
Business Advisor | executive, executive advisory, executive advisor

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

CFO Advisor

Helping Benchmark and Improve Financial Performance

CFO Advisor | executive, executive advisory, executive advisor
Executive Facilitator | executive, executive advisory, executive advisor

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

Organizational Strategist | executive, executive advisory, executive advisor
Executive Coach | executive, executive advisory, executive advisor

Executive Coach

Equipping Leaders for Success

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

Executive Consultant | executive, executive advisory, executive advisor

Your Most Trusted Executive Advisor

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through business advisory, CFO advisory, executive facilitation, and strategic planning.

Business Advisory

Helping You Find Success with Business Advisory

 

Business Advisory: Guiding and Transforming Businesses. Helping You Achieve What’s Possible.

 
It’s an ever-evolving and competitive business world, where only the best-in-class succeed. Building and sustaining a thriving business is very often a long-term commitment. It takes time to create a valuable and rewarding business, together with passion, vision and drive. Through business advisory, our goal is to support you proactively in achieving your goals – every step of the way.

When we understand what is important to you, we can customize our help to what you want. As business advisor, we are available as matters need attention and support.

Success in business is driven by a number of key performance matters and we aim to agree with you where you want and need to focus and prioritize.

From time to time these challenges or opportunities vary, but we are always there as your strategic business advisor and in for the long-haul encouraging and inspiring success.

Our goal: To help you optimize and take advantage of YOUR opportunities.

CFO Advisory

Helping You Find Success with CFO Advisory

 

CFO Advisory: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. Helping benchmark progress towards yours goals. Clients leverage our financial executive expertise. As chief financial officer and part of your executive team, we bring CFO advisory knowledge guiding you on strategic initiatives.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next. We help you turn data into insightful information to make informed business decisions. CFO as true business partner.

Businesses often tell us they want access to a chief financial officer to enhance their existing team. A financial executive attuned to best practices, current trends, and engaged with resources throughout the business community. That’s where our CFO advisory services provide value. Differentiation.

We also advise and coach current and emerging top key executive (CxO) leaders including CFOs. Enhancing executive and management teams.

Executive Facilitation

Helping You Find Success with Executive Facilitation

 

Executive Facilitation: Focus on Improved Business Performance

For most business owners, it’s understandable that they get stuck in operational matters and sometimes it’s a good idea to take some time to look at where you are now and what opportunities exist to improve performance and enhance your focus. As executive advisor, we provide executive facilitation for our client executives and business professionals. Helping build a better tomorrow.

Success in business is driven by a number of key performance matters and we agree with you where you want and need to focus next.

Organizational Strategy

Helping You Find Success with Business Strategy

 

Business Strategy: Gain Fresh Focus and Direction

All businesses continue to face unprecedented challenges. Being a business owner involves dedication and no small amount of passion, in a challenging and competitive world. It takes perseverance, vision and drive to grow a valuable business. Whether you refer to it as business strategy, organizational strategy, or strategic planning, we help our clients plan for the future. Turning challenges into success opportunities. Helping hold teams accountable to achieve goals through actionable steps.

It’s important to take a little time-out, to build a clear strategy and enhance your focus and direction. With decades of proven experience in business planning and management, we can help you turn challenges into opportunities.

Executive Coaching

Helping You Find Success with Executive Coaching

 

Executive Coaching: Feel Like It’s Time to Make a Change in Your Career, But Can’t Seem to Find a Way?

Great leaders motivate and inspire. They recognize the importance of and develop strong interpersonal skills. The higher you ascend in an organization, the more important communication skills are. As your executive coach, we know first hand. Let our executive coaching position you as a better leader.

Formulating and communicating strategies and vision, leaders lead in inspiring ways all while guiding the organization to achieve desired goals and outcomes. Executive presence, developing a brand, and building a strong professional network are also important.

Executive Consulting

Helping You Find Success with Business Consulting

 

Business Consulting: Need Expertise to Help Identify Recommendations, Referrals, or Smart Solutions to Complex Problems?

Our management consulting provides sound counsel for our clients to improve their performance and assist them in achieving their organizational objectives.

Helping determine strategic issues surrounding a problem, identifying alternative actions, obtaining information, and conducting analyses of the alternatives. Ultimately helping our clients select and implement the best course of action in alignment with strategic goals.

Though consulting is generally short-term in nature to address a specific issue, we also provide ongoing evaluation of the effectiveness of implementation through our business advisory.

Strategically located at the Northeast Indiana Innovation Center, we provide executive consulting and business consulting for a wide array of clients.

Executive Advisor

Advising and Coaching Business Leaders on Business Performance and Strategy

What is Executive Advisory?

Specializing in strategy execution and business advisory, we partner with business leaders as your strategic executive advisor and business coach. We transform organizations through Business Advisory, CFO Advisory, Executive Facilitation, and Strategic Planning

Who is Executive Advisory for?

As executive advisor, we help our business owner and management team clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

Business Advisor

Advising Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Advisory?

Through our client advisory services as active strategists, we help you leverage resources including technology and management best practices to align company goals, processes, and business units. Through a collaborative approach, we as advisors assist clients with process improvements and accountability.

Think of it as adding a chief operating officer COO with financial expertise to your team.

Business Advisor Improving Businesses through Business Advisory

As executive advisor and executive coach, we help our current and emerging business leader clients achieve what’s possible. Our clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

CFO Advisor

Helping Benchmark and Improve Financial Performance

What is CFO Advisory?

Interactive discussions and reviews of key areas of business including financial performance

As CFO, we enhance your executive team bringing financial executive, business administration and operations expertise.

We also advise and coach executives.

How Do You Assess Performance?

We take a balanced scorecard approach along with strategy pyramids and maps. To help you and your team assess where you are. Prioritizing actionable next steps for continued business success.

Results driven, our CFO advisory enhances your business. Providing you with financial executive know-how. Advising and guiding you on key business decisions and towards future success. Add a CFO to your team!

Executive Facilitator

Facilitating C-Suite Sessions and Peer Groups to Enhance Teams

What is Executive Facilitation?

Interactive discussions and reviews of key areas of business performance

Leaders are responsible for organizational clarity and vision so that teams have direction. Strategic vertical alignment and clarity is key in motivating employees to success. External assistance to facilitate groups towards this clarity transforms organizations.

Executive Advisor Providing Executive Facilitation for Top Key Executives

Advising and coaching key company executives. Leaders continuously seeking a better version of themselves enriching business teams. Strong leaders wanting more empowerment in their roles. Executives that challenge the status quo including industry boundaries. Generally, our top key executive clients represent:

  • Individuals that report directly to the CEO and play a key role in the executive team.
  • 15 years of business leadership experience that makes them a benchmark of business in their community.
  • Eager to push the frontier of what’s possible in their industry and grow as a leader while helping others.

 

Organizational Strategist

Assessing Performance and Recommending Solutions to Improve Processes and Outcomes

What is Strategic Planning?

An inspirational and interactive strategic service for owner managed businesses

Fresh Focus and Feeling in Control

Our interactive facilitated strategic service enables you to do just this with us, in an innovative way.

  • Looking at what are the most important things to you
  • Articulating your business objectives
  • Focusing on growth plans and their financial impact
  • Prioritizing your next actions

You are then able to focus on the exciting implementation of your plans with fresh inspiration and with our support.

What Areas Do You Focus on for Business Strategy?

Advocates of cross-functional leadership, we collaborate with your existing team on four areas of business operations: (1) financial, (2) internal business processes, (3) customer experience, and (4) learning and growth.

Executive Coach

Equipping Leaders for Success

What is Executive Coaching?

Executive coaching involves development for executives, members of management, teams, and leadership. We provide positive support, feedback, and advice on an individual or group basis to improve personal effectiveness in the business setting.

Team Building through Self-Awareness and Vertical Alignment

To achieve organizational excellence, strong leaders create synergy and vision all while maintaining self-awareness and emotional intelligence. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

In addition to self-aware, business leaders must know the major trends to align their vision, strategy, and execution.

Professional Aspirations

We help our clients advance towards specific professional goals. These include career transition, interpersonal and professional communication, performance management, organizational effectiveness, managing career, developing executive presence, enhancing strategic thinking, dealing effectively with conflict, and building an effective team within an organization.

Executive Consultant

Consulting Business Owners and Executives Helping You Achieve Organizational Excellence

What is Business Consulting?

Our executive consulting involves identifying recommendations, referrals, or smart solutions to complex problems. Our business acumen breadth and depth allows us to help you with specific areas. We also have an expansive network of business colleagues to which we can refer.

Management Consulting | Best Practices

Our management consulting provides organizations with resources to improve their performance. We assist and consult our clients to achieve their desired objectives.

Our clients draw upon our executive consulting services to leverage management consultant expertise.

Clients gain external, objective, evidence-based advice and access to our specialized expertise including additional oversight.

Let our exposure to and relationships with numerous organizations supplement and enhance your business including existing management teams. We are attuned to current business best practices.

Executive Consultant Timeframe

As executive consultant, we consult with business owners and executives, providing professional services. Generally, the relationship is short-term in nature. The focus is typically on a specific business function or task (i.e., financial consul, information technology assistance, human resources recommendation). Clients typically onboard us as consultants to help solve a specific problem.

Invest in Your Future

As executive advisor and business coach, I help business leaders achieve what’s possible. My clients are innovative, progressive, and visionary through their continuous growth mindset. Embracing innovative change, they are open to constructive feedback, committed yet balanced, authentic and visionary, and embrace open communication.

The process is really about you. Let’s schedule time to advance you and your business.

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Advisory NewsletterBest Practices

Discover best practices curated around organizational excellence and high-performance for businesses.