Growth & Protection Strategy

Research shows that most business owners want more from their advisors. With that in mind, I’ve formalized a 10-step, best practices process based on my expertise to help my clients grow and thrive in their business. They receive a binder with 10 sections of focus to achieve tremendous results for the business and themselves.

Advisory

Improving your productivity, influence, and satisfaction

Business Growth

Maximizing the value of your business, creating options for transitions, and protecting yourself and your loved ones

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.

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. I will quarterback your team for you.

“I have had several people approach me to do consulting work within my business and typically they come in with a mindset of how to change how I do business without really knowing my industry. What I have found is that these people really don’t understand the work I am in but want to apply their program to it anyway. In working with Dan, I have come to understand the difference between a consultant and a coach. I found that I needed to get to the next level in my position but couldn’t get there by myself. Dan hasn’t told me how to run my business, he has coached me to understand how to think strategically rather than from a task oriented mindset that I grew up with. He has helped me succeed in putting a vision together for our company to push us into the next five years.”

— Ken Price, President, Westbay Auto Parts, Inc.

“Dan is an amazing coach. He not only guides to me a level of clarity that has been instrumental in achieving my goals, but also provided a role model for what I hope to achieve in my own business. He is charming and funny but also fearless and sharp. I recommend Dan with the utmost confidence.” 

— Stacie Curtis, CW Solutions (NJ)

“I’d recommend Dan Weedin to any business owner looking to improve their own leadership skills or to have Dan help one or more of your key staff members to help you stay focused on your company goals without distraction. Dan is a pro at asking the right questions, presenting appropriate challenges and remaining steadfast in his accountability expectations for the best outcome possible. He used your goals as the thesis for his regular interactions so every interaction will lead to a positive outcome for the goals set forth at the beginning of the campaign. I set some very lofty goals and told Dan to make a believer out of me. He has accomplished in 4 months what I didn’t believe was possible in a full year.”

— Lindsey Carnett (CA/NY), Marketing Maven PR

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.
  • Taxes & Financial: Ensure your important documents exist and are organized. This will be your repository for vital information regarding the financial, health and tax strategies for your company.

“Dan has helped make me better at decision-making and engaging others. Being able to hear and take in broader perspectives on opportunities that my company is facing has been very insightful. This all leads to a higher performing company with engaged employees to achieve superior results more effectively and efficiently.”

— Chris Engstrom, Hall & Company (WA)

“Our management team has been working with Dan and his clarity and balanced insight has been invaluable. We are in transition in several areas of our company and Dan’s expert counsel has greatly helped us in our decision- making process. His professionalism and wisdom are starting to show in our business’s organization and function. We have enjoyed our conversations with Dan as they are warm, personal, and super insightful experiences! We have already mentioned his name to others as an amazing asset for business development.”

— Mark Yokers, Puget Sound Window Maintenance (WA)

“The value we received from working with Dan can be summed up in one word…Focus! Everyone knows how easy it is to get distracted in business. With Dan’s help we moved a major project forward in a matter of 60 days that we had been discussing as a management team for the last 3 years. In hindsight it is easy to see the return on investment of engaging with Dan. Hard work is never easy, but Dan helped us channel our focus and determination to implement the change we needed to become a better organization going forward.”

— Ryan Fournier, Fournier Insurance Solutions (WA)

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.

  • 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.

“Dan’s services have been very helpful to our association of over 3,000 coaches. It’s been very valuable because he gives us the answers we need to have when we need them in an honest and trustworthy way. He’s a great resource for our biggest concerns.”

— Jerry Parrish, WA State Coaches Association

“Dan’s guidance helped us crystallize our somewhat vague ideas about what we would do in the event of a disaster, into a well thought out (and written) Crisis Prevention & Disaster Recovery Plan. We appreciated Dan’s ability to combine his subject matter expertise with an easy to work with approach. Hopefully we will never experience a disaster, but there is great peace of mind knowing we have a plan in place for that eventuality.”

— Steve Richardson, AEC, Inc. (OR)

“Dan brought our administrative team a legitimate crisis scenario and was well prepared in every aspect of his consultancy. Dan pushed our thinking as the decision-makers in our school district and created an environment that encouraged engagement, problem solving, and role-playing. In the end, with advice and guidance from Dan, we were able to leave the session with solid ideas for evaluating our current systems for emergency/crisis management, to create a communications plan to use in times of crisis, and just a sense of relief that we were able to come together for a few hours as a team to discuss these important issues that often get put aside when there are no imminent emergencies.”

— Aaron Leveall

Table of Contents

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.

Taxes & Financial: Ensure your important documents exist and are organized. This will be your repository for vital information regarding the financial, health and tax strategies for your company.

Retaining Key Employees: Your strategy around finding, developing and retaining key employees.

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.

Unleashed® Growth & Protection Program 

Binder Example