Cut Through the Noise and Gain the Clarity to Act
I’ve spent a lifetime mastering the art of coaching, mentoring, and advising entrepreneurs. My clients value my straight-talking approach and my ability to cut through the noise to deliver actionable insights. I specialize in designing effective long-term incentive plans that drive behavior, boost retention, and enhance career satisfaction.
When it comes to business owners ready to exit, I’ve guided nearly $2 billion in business value through funded management buyout plans. On a personal note, I’m a husband, father, and grandfather who enjoys working in our expansive garden with my wife, off-road trail riding, and standing in clear, moving mountain streams casting a fly to trout.
My presentation style is dynamic and engaging. I use whiteboards to create a “story wall” that breaks down complex concepts into manageable pieces. I simplify these ideas through illustrations and anchor them with real-world examples and case studies.
It is planning that allows entrepreneurs to leave their businesses when they want; sell to whom they want, for the money they need; and thus Realize the American Dream.
Presentation Topics
Win the War for Talent
Winning the war for talent isn’t just about hiring top people—it’s about keeping them engaged and motivated. Long-term incentive plans for your senior leadership team are key. These aren’t just financial perks; they’re strategic tools that align your executives’ goals with your company’s vision.
In this workshop, we’ll cut through the noise and focus on designing clear, impactful incentive plans tailored to your needs. Learn how to create a culture where leaders are invested in success, knowing their efforts today lead to tomorrow’s rewards.
Join us and turn leadership potential into performance, winning the war for talent.
Ownership Succession and the Funded Management Buyout
Navigating ownership succession can be complex, but with the right strategies, it becomes a smooth transition that ensures your business’s legacy.
In this workshop, we’ll dive into the intricacies of funded management buyouts. Using real cases from my practice, I’ll illustrate the process on a whiteboard, breaking down each step clearly and concisely. You’ll see how to structure buyouts that are financially sound and strategically beneficial, aligning with both the owners’ exit plans and the management team’s goals.
This hands-on session will provide you with actionable insights and practical tools to implement a successful ownership succession. Join us to learn how to confidently manage the transition and secure your business’s future.