Services
Fractional COO and General Management
We help privately held companies from startup to $25 million in revenue develop and implement operational plans that drive their next level of performance
Startup and early stage
Determine product/market fit for your product or service
Install first generation systems and metrics
Lead finance, accounting, and administrative functions so founders can focus on market development
If raising money, we create pitch decks, pro forma financial statements, and manage prospective investor conversations
Growth stage
Create and report KPIs and scorecards
Formalize business transparency, and create team accountability and enrollment, while retaining your unique culture
Create multi-year strategic plans
Find the balance between “working the plan” and executing on emerging opportunities
Established
Optimize resources across people, process, and systems to break through to the next level of growth
Create optimal growth plans across current markets, new verticals, new products, and acquisitions
Implement integrated next generation systems to improve operations and provide advanced business intelligence
Exit support including due diligence preparation and data room creation
Fractional EOS® Integrator and Self-Implementation
We provide organizations with EOS leadership to maximize its impact
Provide Integrator leadership, partnering with Visionary CEOs/Executive Directors to accelerate scaling
Provide Self-Implementation leadership and management team coaching to drive rapid adoption and impact
Health Care Policy and Advocacy
We help physical and behavioral health care organizations develop policy and advocacy strategies, then follow through with execution
Strategy development for non-profits, for-profit product business units, government, and corporate affairs
Leverage cross-functional internal and external relationships to build impactful execution plans
Lead partner and stakeholder relations