| Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
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| Advisory Services for Owners, Executives |
| Succession Planning, exit strategies, building and coaching boards and executive teams. Practice expansion, rightsizing and profitability enhancement. Mentoring for the Mentor!
Client Testimonial: "Your ability to match me with the right resources is uncanny. Your rolodex must have half a million contacts in it". Entrepreneur, now with a new partner. |
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| Business & Practice Consulting |
| Organizational assessment, work flow, staff and manpower planning, human resources consulting. Growing your enterprise from start up to billion dollar budgets we have current experience in the real world with successful enterprises and institutions. For profit and not-for-profit.
Client Testimonial" My husband and I feel supported and really well cared for. We had no idea things could do this smoothly" a CEO |
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| Coaching, Succession or Exit Planning |
| Only the most serious professionals or those wishing to become so soon will benefit from our coaching. We require a commitment to openness, real feelings and facts. Best practices are examined in reference to technology, systems and personnel from nano or micro to the macro levels. Strategic and succession planning for sustainable enterprises. Exit coaching for those wishing to move to the next chapter of their career and leave behind a positive legacy. We help you build sustainable enterprises, lives and passions.
We are not just a job coach and do not "get you a job". Our rolodex and contacts are world wide and we link proven professionals to each other for strategic and worthy opportunities. Planning to sell or buy businesses? We can save considerable time and heartache in guiding the owners on exit options. You do not have to spend hundreds of thousands on investment bankers or business brokers, let us share our hard earned experience for your benefit.
Client Testimonial, "I didn't really have anyone else to talk to about this, our CPA is a great tax man but doesn't really advise us on our future, we've mostly looked at history. You are really helping us create the future we want" Founders of a Professional Services Firm |
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| Dispute resolution, arbitration, mediation |
| We utilize the Harvard Business School method of negotiation, BATNA, and have extensive experience in life, business and coaching for win for all stakeholders. Coaching or mediation, we can assist with matters when a lawyer is not necessary. We do not practice law and recommend utilizing appropriate legal professionals when circumstances demand that. We Recommend Diana Mercer's Peace Talks Mediation Services In Los Angeles. |
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| Executive Search/Recruiting |
| Needs assessment and recruiting of key management and professional staff to support client's organizational requirements. We have placed and counseled CEO's, governors, prime ministers, other high office holders, world wide Labour leaders and boards of directors. Our specialty is strategic board building and game breaking position recruitment. We provide free placement of certain personnel for Jane Goodall Institute, The Hugh Obrian Youth Leadership Foundation and the River of Life Foundation. Charities are selected annually for support, endorsement and cash contributions. We are also a major sponsor to www.score.org, counselors to America's Business and the Nat'l Association of Women Business Owners www.NAWBOLA.ORG
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| Implementation of Improved Accounting & Control Practices |
| Design and Implementation of system and procedural controls to assist in compliance with Sarbannes-Oxley and for overall improved business practices. |
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| Internal Controls Reviews & Documentation |
| Review of both systems and manual process controls and documentation. Identification of control weaknesses/gaps and recommendations for both interim and longer term improvements. |
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| PEER Learning, Personal Mentors |
| Next Peer Learning Circle will begin in April, 2008. There is a waiting list and we do not accept companies which compete with one another. Our Success Circles, small groups of Peers: 3-6 people with moderator to guide and coach each for professional and personal development. Like Young President's Organization or TEC's Forums, personal board of advisors, as utilized by Harvard's leadership training and life coaches, we provide custom groups, lasting for 8 ++ sessions depending on the group's goals. We specialize in coaching top executives, professionals make life changing decisions, provide a more effective return on time invested at your job and help you rediscover your PASSIONS. Mentors, Coaches and Guides available as guest speakers, or long term COACHES for growth, profitability, philanthropy, rightsizing, employee development and life balance. We partner with leading Chambers of Commerce, Society for Strategic Growth and professional & trade associations. |
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| Professional Staff Support for Key Client Projects |
| Assignment of D&I professional staff to support client managed projects. We are also affiliated with one of the nation's premier staffing services, privately owned www.SelectRemedy.com and can refer you to one of over 200 offices nationally. We do special temporary presidential and crisis leadership worldwide. Our projects have included China, Phillipines, Japan, Jamaica, Canada, Mexico and Africa. |
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| Sarbannes-Oxley Consulting Services |
| Independent review or management of a joint D&I consultant/client project team to complete activities required to be in compliance with Sarbannes-Oxley. |
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| Success Circles |
| Take the Passion Test if you are wishing for more excitement and enjoyment of your life. Success Circles are made up of 3-6 non competing Peers and meet virtually or in person each month. Each success circle has a stated mission and the group, with our skilled facilitators and determines the time commitment, from 8 weeks to 52. Cost of Success Circle is scaled to Objectives and Income. Prices start at $1500 for a small group of re entry candidates to $12,500 for a CEO or Top Life Planning Team. Custom designed with non competing in a highly confidential and intimate team, results can be astounding as you synergize the degrees of your expertise and strategically link your contacts. BUSINESS Success Circles l LIFE CHANGES, Circles
LEGAL Success circle, for practice building or career change; finding meaning as an Attorney Medical or Founder related for practice commencement, expansion or exit planning WOMEN'S SUPPORT Circle for career re entry or ramping up for the big promotion. |
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| Systems & Procedures Documentation |
| Documentation using advanced software to identify and document a client's information systems and operating procedures. |
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| Systems Implementation |
| Identification of system requirements based upon needs assessment of client. Implementation and project management of new systems. |
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| Medical, Educational, Government & Entrepreneurial |
| Our focus is in Business, Entrepreneurial & Professional Enterprises, determining if entrepreneurship is for you, buying a franchise, selling your successful business, liquidating assets or entering public service or leaving the top job in your state. We have coached governors, presidents, other top elected and business officials. Our team of talented advisors and resources come from hospitals, educational and government institutions whose reputations are the highest. We collaborate with only professionals of the highest integrity. Our work is practical and confidential.
Our clients have included world governments, leaders, major corporations such as AT&T, Children's Hospital of Los Angeles, USC, the Kennedy School of Government at Harvard University, leading entrepreneurs, internet start ups & old fashioned businesses!
We provide one on one, personally selected experts after evaluating your needs and discussing your goals and must haves! |
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