Equity Growth Coaching

Your plan for exiting your business is a sensitive and confidential topic. You need a trusted advisor who understands your goals and can help you think through the critical decisions that must be made in order to achieve your eventual exit. In our role as coach, our primary concern is to help you focus on making decisions that are aligned with your equity growth plan. Coaching sessions (by phone or in person) provide an opportunity to review progress, determine priorities and develop critical next steps. Regularly scheduled meetings also provide the business owner with a framework for accountability that accelerates progress. We recommend at least one coaching session per month to provide continuity and focus.


Equity Growth Plan Development

Strategic Planning and Implementation