We work with a wide variety of private businesses, family businesses and organizations. These companies provide quality services and products to domestic and sometimes global firms. Our clients frequently provide products, services or both to other businesses. Our clients' customers vary from mom-and-pop shops to fortune 500 firms such as Cargill and IPSCO.  We help our clients to develop and implement strategies that improve the quality of their lives, improve business performance and increase profitability. We enhance management communication and skills so that the owners can reduce their stress, spend less time working.

Typically, our clients are entrepreneurs and managers who possess expertise in operations, marketing and customer relationships. The expertise that they do not possess is how to strategically grow their business while improving the financial performance of their business, often their largest single retirement asset, and protecting their wealth.

We help business owners and managers with difficult transitions such as growing their businesses to the next level, professionalizing their management team, obtaining financing for growth and succession planning for owners and managers. We help owners to ‘let go.'

Are some of these statements true for you?

"I prefer rolling up my sleeves and dealing directly with my customers - it's very satisfying to get the job done. I wonder in amazement at why the younger workers don't share my work ethic or concern for quality and customer service. Am I the only one who cares?"

"I can't find good people. The job market is very tight and I can't afford to upset any employees and cause them to leave. Yet, if I'm paying them higher wages to keep them, how come they're not improving their productivity. And, they're still leaving. What am I doing wrong?"

"My banker wants more and more information. My accountant is telling me we need to pay down a bonus to avoid paying taxes, so we're obviously making more money. Yet my banker won't lend me more because there's not enough equity. I can't tell exactly where we're winning or losing but I know we could make some improvements. And, we need more money to grow. I just don't know where to start."

"My managers won't manage. I'm involved in too many decisions. Everything revolves around me. Never mind succession planning, I'm not sure who can run the business on a day to day basis. I know I need to start letting go, but I don't know how."

"It's time to begin cashing out but don't know who can run my business like I can. I've built a good business and it's time to convert my business equity into cash and invest it. But, how do I sell my business? My employees are interested in taking over. Do I sell it all at once or in bite sized pieces. Do I help them to finance my own exit strategy? What are my options?"

Ideal Clients

Clients are likely to be successful working with us if...

You do what ever it takes to take care of your customers and provide them with quality products and services that help them to be successful. After all, your name is on everything you do. Striving to continually build your reputation by taking care of your customers and your employees is hard-wired into your culture and your purpose.

You adhere to the highest standards of honesty, integrity and safety.  If you want to succeed by taking ethical shortcuts, then we're not for you.  If you want to continue build a company that will viable into the future, we'd like to help you succeed.

You are a leader in your field or industry. You've invested in certifications, innovative technologies and products. You've built strong relationships with your loyal clients over many years. And you're not finished yet.

You're interested in making a contribution to your industry and to your customers' success. It's not just about profits but about making a real difference to those you work for.  You understand that you can't possibly know everything but you are willing to get assistance and expand your expertise and knowledge.

Now that you know what types of businesses we work with, the issues we help them to resolve and what our clients need to do to ensure their future success, click on this link to learn more about How We Work.