We offer front office only coaching in virtual one-on-one and matermind group formats. Virtual because our clients do not have the time to travel to in-person meetings. One-on-one coaching allows us to provide intense focus on a single company's challenges and opportunities. Our mastermind groups are collections of CEOs/owners who help and support each other in monthly three hour meetings. All companies are US-based with B2B business models. 

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Value Build Coaching

At any stage of the company life cycle, CEOs who want to press past the frontiers of what they know need a coach. We offer coaching in two formats: Mastermind Groups and one-on-one coaching.

In my Mastermind Groups, hard-working, coachable people come together virtually each month in a safe, confidential environment where powerful things happen. Great business ideas emerge. Personal breakthroughs occur. And you leave the experience better than you entered as a person and professional. My one-on-one coaching is for those who feel they can benefit more from increased individual attention. In both formats, you will be held accountable to deliver on the actions you decided were key to moving your company forward. This is essential to keeping you from falling back into the day-to-day routine that limits forward progress.

Exit Preparation Coaching

Many business owners/CEOs begin thinking about an exit too close to the time of the exit. Each exit path has unique preparation and value creation conditions. Optimizing for these conditions can take from months to years to maximize what you hope to get from the business. For example, in a sale transaction EBITDA is a critical consideration, but in a merger transaction market positioning or IP may be more important. There are 16 key KPIs each of which may be optimized slightly differently depending on the likely exit path your company should take. Selecting the most likely exit path for your company involves a five-step process to evaluate the likelihood you can optimize the KPIs for any desired path. We work with you to strategically identify a path toward an exit that has the most benefit to you.

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Exit Stage Advisory Services

If you are selling your company, you need an advisor with the experience to get you the maximum price, optimum structure, minimal taxes, fair employment/non-compete, minimal liability and a plan that takes care of employees.  This process has the highest probability of success if it is performed by a highly experienced professional that knows your company cold. That same qualification maximizes the benefit to you from an IPO, merger transaction, asset sale, ESOP, or transfer of ownership to heirs. Similarly, we can help you find the right targets if you are in the market to do acquisitions. We use our own 5 step process that has been proven to create the best outcomes for our clients.


IntelliVen enables CEOs to engage management teams in the execution of strategies and plans to grow their companies on the way to an exit.

We use InvelliVen to help leaders and their teams architect, build, govern, and change their organizations to meet value creation objectives of ownership.

The IntelliVen Manage to Lead System of Tools, Workstreams, and Tutorials enable you and your leadership team to:

  • Get Clear about what you seek to accomplish.
  • Aligned on what needs to be done.
  • On Track to perform better and grow faster.

Strategy Happens Here