
I. You are a Start Up or Emerging Company (typically with less than $3 million in revenues or under 5 employees). You have a single focus on what’s most important right now: sales. What you don’t have and need is: more time, more of you and more money. You are your business constraint – there isn’t enough of you to go around in a day. You are caught in an endless cycle and unless you can learn to leverage your time and money more effectively, you will not get the results you seek. You can utilize our services targeted to a specific business need you have (in and out) or you can enjoy the type of consulting services and training the larger firms take advantage of at a fraction of the price through our Business Edge (TBE) program. The TBE team dedicated to providing you training and guidance in how to better leverage your time and money. We do this in a peer group setting to leverage the experiences of 12 other business owners like yourself. Plus, The Business Edge provides you with something few organizations can: exposure to professionals who are willing to help you promote your business.
Offerings:
| Peer group meetings – The Business Edge (www.thebusiness-edge.org) | $295 per month |
| Purpose Alignment Module (Vision, Mission, Values, USP) | $995 |
| Market Position Analysis Module (SWOT) | $995 |
| Business Plan Outline (includes Purpose, SWOT plus Business Plan) | $2995 |
Benefits:
II. You are a lifestyle or transition business (typically $2 to $5 million in sales). As a life style business you either made that decision going into the business and everything is designed to ensure that you have the leisure time you desire and the money that you need to support your life choices OR you find yourself frustrated that any growth now requires too a heavy time commitment so you have ‘chosen’ to stay small.
If you are in transition to become a professionally managed firm you find your sales fluctuate between $5 million and $10 million. You have decided to add that extra layer of management and you are willing to remove yourself one layer from your product/your customers to sustain growth. You are acutely aware that you need new skills to manage the company, as you no longer directly touch every transaction.
Offerings:
| Strategic Alignment Evaluation | $1995 |
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| Operational Alignment Evaluation | $3995-$7995 |
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| Executive Retreats | Contact us for price |
| Peer Group Meetings | $1095 per month |
| Leadership Training: Executive | Contact us for price |
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Benefits:
III. You are professionally managed firm and you are seeking ways to drive your company to reach a higher level of excellence with culture, production and efficiencies. Your sales typically exceed $20 million. You have a professional staff that may need some fine-tuning, or you have an aberration in your company that you are seeking to align.
Offerings: (Fees based on Project Criteria)
1. Strategic and Operational Alignment (may include)
2. Executive or Management Types of Retreats
3. Peer Group Meetings
4. Leadership and Management Training
Benefits:
I learned more in a 3 hour session than 3 days at a Harvard Business School Management training I recently attended .
Joe Panetta, President & CEO, BIOCOM
My group helped me rekindle my passion for the Law. My chair and group members hold me accountable to the commitments I make, and they challenge me to create a professional and personal life that is rich and fulfilling. They will settle for nothing less for me.
On a more practical note, I developed a P & L on each attorney, at the urging of Rosemary, to show the bottom line contribution of each attorney within the firm. We then used that document to have discussions with each attorney about their contribution to the firm at review time and bonus time. Results: eliminated 2 low performers and increased the effectiveness of the remaining team members. My Group also assisted me in analyzing where and when to move my offices.
With the assistance of my group and my chair, Rosemary, I am now creating a legacy at BPP that I can be proud of when the time comes to retire.
Tom Balestreri, Managing Partner, Balestreri, Pendleton, Potoki, LLC
Rosemary got my head back in the game. She helped me revitalize my business and my objectives for my future.
(developed & implemented an effective Exit Strategy )
David Stowe, Principle, The Ardell Group
My executive team was highly dysfunctional until the Solutions team began working with me, and eventually my direct reports. Now we manage conflict constructively. We have trust and accountability. As a result, my team have created a blue ocean strategy for our industry.
Anonymous, General Manager, Public Company