
Protecting and Safeguarding Your Assets and Brand
Research shows that most business owners want more from their advisors. With that in mind, I’ve formalized a 10-step, best practices approach based on my expertise to help my clients grow, safeguard and thrive in their businesses. This approach has 10 specific areas of focus, which are listed on this page below.
Advisory
Improving your productivity, influence, and satisfaction
- CEO Advisory: Achieving personal and professional growth to advance the vision and mission of your company, while improving your productivity, influence, and satisfaction.
- Leadership Development: Growing and developing leaders in your company to enhance communications, improve retention, increase capacity, and reduce organizational dependence on you.
- Advisors: Often we don’t know how to best use our professional team. And, sometimes we don’t have all the expertise at the table to make the best decisions. I will be “mission control” for you.
Business Growth
Maximizing the value of your business, creating options for transitions, and protecting yourself and your loved ones
- Strategic Organizational Charter: A high-level view of your people, products, and services both for now and into the future in order to enhance innovation and guidance and improve decision-making.
- Business Succession Planning: Maximizing the value of your business, creating options for transitions, and protecting yourself and your loved ones.
- Retaining Key Employees: Your strategy around finding, developing and retaining key employees.
Business Continuity
Our mission is to help our clients achieve greater success by providing growth strategies, insuring operational and revenue continuity, and safeguarding company reputation and value.
- Managing & Maintaining Business Risk: Your decisions should be based in part on how they will impact your security, risk, opportunity, insurance, and reputation. As your fractional Director of Risk Management, I will be a key resource to you and your executive team
- Business Continuity Plan: You will sleep better knowing that your company’s assets, financial statement, and wealth are fully protected.
- Financing Risk: Business insurance that is simplified to reduce your total cost of risk and improve decision-making around risk financing.
- Lifestyle Protection: We will protect your lifestyle – and that of your loved ones – regardless of any calamity that might befall your health, your business, or your home, autos, and other personal assets.
Areas of Focus
CEO Advisory: Achieving personal and professional growth to advance the vision and mission of your company, while improving your productivity, influence, and satisfaction.
Strategic Organizational Charter: A high-level view of your people, products, and services both for now and into the future in order to enhance innovation and guidance and improve decision-making.
Leadership Development: Growing and developing leaders in your company to enhance communications, improve retention, increase capacity, and reduce organizational dependence on you.
Business Succession Planning: Maximizing the value of your business, creating options for transitions, and protecting yourself and your loved ones.
Retaining Key Employees: Your strategy around finding, developing and retaining key employees.
Managing & Maintaining Business Risk: Your decisions should be based in part on how they will impact your security, risk, opportunity, insurance, and reputation. As your fractional Director of Risk Management, I will be a key resource to you and your executive team
Business Continuity Plan: You will sleep better knowing that your company’s assets, financial statement, and wealth are fully protected.
Financing Risk: Business insurance that is simplified to reduce your total cost of risk and improve decision-making around risk financing.
Lifestyle Protection: We will protect your lifestyle – and that of your loved ones – regardless of any calamity that might befall your health, your business, or your home, autos, and other personal assets.
Advisors: Often we don’t know how to best use our professional team. I will quarterback your team for you.
It’s up to you how much input and support you want in these ten steps. At one end of the spectrum, you may decide to do all the work yourself – using the binder to guide you and to help file everything that matters in one place. And at the other end of the spectrum, you may want to make your life easier by getting me involved at every stage – perhaps even asking me to tailor the system to your precise needs.
You decide. You can have as much help from me as you want. Either way, as your growth advisor I do strongly recommend that you use the Unleashed® Growth & Protection Program to help make your business and life even more successful and rewarding.
