Senior Business Coaching & Management Consulting for Owner-Led Firms
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Coaching & Consulting Services

Five distinct offers, a 90-day engagement structure, and a set of specializations shaped by the kinds of owner-led firms we tend to work with. Senior coach only. Fully nationwide remote.

The Five Offers

Coaching and consulting shaped to what the company actually needs.

Every engagement is put together from one or more of the five offers below. Most owners start with owner-operator coaching and add cadence or leadership team work as the picture gets clearer.

01 Owner Coaching

Owner-Operator Coaching

Weekly private coaching for the founder or CEO. The room where you get to think clearly about the business without the noise of the business. We work on what only the owner can decide, which is the work that usually gets pushed to the bottom of the week.

  • Weekly private 1:1 with a senior coach, by video
  • Decision support on capital calls, key hires, big customer moves
  • Delegation and time reallocation for the owner's calendar
  • Positioning for exit, succession, or partnership restructure
  • Personal operating rhythm alongside the company's
02 Cadence

Operating Cadence Install

The recurring rhythm of 1:1s, weekly leadership syncs, monthly business reviews, and quarterly planning that keeps a company aligned without the owner forcing it every week. We install the cadence, run it with you, and hand it off. Every engagement ends with the cadence running in HeyRamp, our preferred partner platform for ongoing 1:1s and performance reviews.

  • Weekly leadership sync agenda and facilitation
  • Monthly business review structure with real numbers
  • Quarterly planning session and off-site design
  • Scorecards by seat, tied to the accountability chart
  • Meeting discipline: prep, decisions, follow-through
03 Leadership Team

Leadership Team Performance

Group coaching for the leadership team. We raise the quality of debate in the room, the honesty of what gets said, and the accountability between peers. Ends when the team can run a hard conversation without us in the room, and then run a second one on their own the next week.

  • Group coaching cadence for the leadership team
  • Peer-to-peer accountability skills and language
  • Conflict skills that stay in the room, not the hallway
  • Facilitated quarterly and annual off-sites
  • Team-level trust building without the retreat theater
04 Function Clarity

Function-Level Clarity

Sales, operations, finance, delivery. Every function needs one owner, one number, and a defined seat. When any of that is fuzzy, decisions slow down and accountability leaks out sideways. We work function by function until every seat has a person, a metric, and a rhythm.

  • Accountability chart and seat design
  • Role clarity: what each seat owns and doesn't
  • Function-level KPIs and the reports that carry them
  • Handoffs between functions that stop breaking
  • Hiring specs for the seats that are still empty
05 Family Business

Family Business Transition Coaching

Coaching for family-owned firms in the middle of a generational handover, a sibling role reshuffle, or a next-generation family member coming into the business. We hold the business decision and the family conversation as two separate things, and coach the owners on when each is happening.

  • Succession planning tied to real operating readiness
  • Second-generation onboarding into leadership seats
  • Family governance, family meeting structure, family charters
  • Buyout planning conversations, without the lawyers in the room
  • Coaching for the outgoing owner on identity after the handover
Engagement Timeline

A 90-day foundation engagement, week by week.

Most clients start with a 90-day foundation engagement. The point of it is a working system by the end of the quarter, not a report. Here is what those 90 days look like in practice.

Weeks 1-2 · Diagnose

Listen without prescribing.

Owner interview, leadership team interviews, a read of the last four quarters of numbers, and a look at how the team already meets. We write nothing until we have heard everything.

Weeks 3-4 · Design

Shape the cadence and coaching rhythm.

We sit with the owner and design the coaching rhythm, the meeting cadence, the scorecards, the accountability chart, and the sequence of leadership team sessions the next 60 days will install.

Weeks 5-10 · Install

Run the cadence with the team.

Weekly owner coaching. Weekly leadership sync we facilitate. Monthly business review with real numbers. Every week the team runs more of it and we run less. By week 10 the cadence belongs to them.

Weeks 11-13 · Handoff

Step back deliberately.

The cadence continues without us running it. We are on the calendar for owner coaching and available for hard conversations. End of engagement review, decide together whether to move to a sustain retainer.

Specializations

Where our pattern recognition runs deepest.

We work across industries, but there is a shape of client where the coaching lands especially cleanly. These are the specializations that show up repeatedly.

Home & trade servicesMulti-crew field operations, service techs, dispatch, seasonal cash flow, owner-in-the-truck syndrome.
Professional services firmsPartner-led firms in accounting, consulting, engineering, architecture, legal boutiques, marketing agencies.
Healthcare practicesMulti-provider practices, dental, veterinary, specialty medical, where the owner is also the top producer.
Family-owned firmsFirst-to-second generation, second-to-third generation, sibling partnerships, family boards.
Contractors & constructionGeneral contractors, specialty subs, commercial builders navigating growth without a real ops function.
Growth-stage services$5M to $40M service businesses that need a leadership team, not another owner-heroic quarter.
Delivery

Three ways to structure the work.

Same coach, same posture, three shapes. Most clients start on the 90-day foundation engagement.

90 Days

Foundation Engagement

The 90-day diagnose, design, install sequence above. Ends with a working cadence and a leadership team using it. The standard starting point.

Monthly, Ongoing

Sustain Retainer

Monthly senior coaching for the owner, plus optional leadership team sessions and quarterly recalibration. Cancel any month with 30 days' notice. No annual contracts.

Half-Day / Full-Day

Off-Site Facilitation

Facilitated quarterly planning, annual planning off-site, or a targeted leadership team session. Useful when the team needs to think together without the owner running the room.

Take the Next Step

Book a 30-Minute Introductory Call

The call is free, private, and useful whether we work together or not. Bring the question you would ask a peer over coffee, if you had one available.