Who We Serve
We provide customized solutions to help you get out of the weeds, stop second-guessing yourself and start leading your business with confidence and clarity.
Our RISE Framework™
Our RISE Framework™ is designed specifically for small business owners who want to move beyond survival mode and build businesses that truly thrive. Each element works together to create sustainable growth, operational excellence and personal fulfillment.
When these four elements align, the result is a business that beats the odds.
Revenue
Building sustainable financial foundations that support your business growth and personal goals.
- Value alignment and pricing strategy
- Profitability analysis and optimization
- Revenue model development
- Financial forecasting and planning
Impact
Strengthening relationships and building teams that drive meaningful results for your clients and community.
- Team building and leadership development
- Client relationship management
- Collaboration and communication systems
- Stakeholder engagement strategies
Systems & Strategy
Creating clear vision, efficient workflows and strategic plans that turn your goals into actionable steps.
- Vision development and strategic planning
- Workflow design and process optimization
- Financial systems and management
- Marketing strategy and implementation
Empowerment
The ultimate outcome when Revenue, Impact and Systems & Strategy align – a thriving business that works for you.
- Sustainable business growth
- Confidence in decision-making
- Work-life balance and clarity
- Long-term success and scalability
Industries We Serve
We understand the unique challenges facing businesses in different sectors and provide tailored solutions.
Professional Service Providers
We support consultants, advisors, coaches and professional service providers in building sustainable, scalable practices.
Common Challenges:
- Inconsistent cash flow and pricing strategies
- Difficulty marketing services effectively
- Lack of systems and processes for growth
- Balancing client work with business development
Our Solutions:
- Strategic pricing and packaging frameworks
- Marketing strategy development and implementation
- Financial management and forecasting
- Business process optimization
Independent Healthcare Practitioners
Empowering social workers, psychologists, psychiatrists and other licensed practitioners to open and expand their own practices with confidence.
Common Challenges:
- Navigating business setup and compliance requirements
- Managing finances and insurance billing
- Building a client base and referral network
- Balancing clinical work with administrative tasks
Our Solutions:
- Practice startup guidance and planning
- Financial systems and bookkeeping setup
- Marketing and patient acquisition strategies
- Operational efficiency and workflow design
Specialty Service Providers
Supporting specialized service businesses in navigating unique growth challenges and optimizing their operations.
Common Challenges:
- Differentiating in competitive markets
- Scaling operations while maintaining quality
- Managing complex project workflows
- Building sustainable revenue models
Our Solutions:
- Brand positioning and differentiation strategy
- Operational systems and process design
- Financial planning and profitability analysis
- Growth strategy and market expansion
Nonprofit Organizations
Enabling mission-driven organizations to strengthen their operations, increase funding, and amplify their community impact.
Common Challenges:
- Limited resources and funding constraints
- Donor engagement and retention
- Measuring and communicating impact
- Staff capacity and volunteer management
Our Solutions:
- Fundraising strategy and grant writing support
- Financial management and reporting
- Marketing and communications strategy
- Strategic planning and impact measurement
Our Services
Comprehensive support across all aspects of your business operations.
Financial Management
Bookkeeping, financial literacy, cash flow management and profitability analysis.
Marketing Strategy
Brand development, marketing strategy development, traditional & digital marketing and analytics tracking.
Strategic Planning
Business planning, goal setting, process optimization and growth strategy.
Communications
External communications, content strategy and stakeholder engagement.
Business Education
Training, workshops, resources and ongoing support to build your business acumen.
Performance Tracking
KPI development, metrics tracking and process improvement systems.
Ready to Get Out of the Weeds?
Let's discuss how we can help you lead your business with confidence and clarity.
Schedule a Consultation