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Services & Coaching Offers

Five distinct offers, engaged singly or in combination. Each is designed to install a specific piece of operating discipline the owner has been carrying alone.

01 Owner Coaching

Owner-Operator Coaching

A standing weekly conversation between the owner and a senior coach who has run a business. The agenda is set by what is actually keeping you up. Some weeks that is a hiring decision, some weeks it is a family conversation, some weeks it is a P&L staring back at you.

Weekly 60- to 90-minute private session, in person or by video
Between-session access for a genuine emergency
Owner scorecard and rolling 90-day priorities
Delegation, hiring, and time-use work
Exit, succession, and shareholder conversations when the season calls for it

02 Cadence

Operating Cadence Install

The weekly, monthly, and quarterly meeting rhythm that most owner-led firms lack. Not another set of frameworks, but a working system on the calendar with clear owners, clean agendas, and scorecards that make performance conversations feel routine instead of hostile.

Weekly leadership sync, agenda and facilitation
Monthly business review with a shared scorecard
Quarterly planning off-site (half or full day)
Annual planning off-site once the rhythm is running
Weekly 1:1 template between the owner and each direct report

03 Team Coaching

Leadership Team Performance

Group coaching for the leadership team. The room where peers learn to say difficult things to each other, and to the owner, without it going sideways. We work on how the team makes decisions and how it holds each other to them.

Monthly leadership team coaching session
Peer feedback and conflict skill building
Decision-rights work: who decides, who consults, who is informed
Team norms and meeting discipline
Trust and repair work when the team has taken damage

04 Function Clarity

Function-Level Clarity

Sales, operations, finance, delivery, and people functions each need one accountable seat, a clear number, and a rhythm of their own. We work through the org function by function until every seat has a person, a number, and a definition of good.

Accountability chart, seat by seat
Function-level KPIs and reporting cadence
Role scorecards for the leadership team
Handoff mapping between functions
Hire, coach, or replace conversations where seats are unclear

05 Family Business

Family Business Transition Coaching

Coaching for family-owned firms in the middle of a generational handover, an ownership reshuffle, or a next generation stepping into leadership. Three separate rooms: the business room, the ownership room, and the family room. Kept separate on purpose.

Owner and next-generation 1:1 coaching
Family meetings, facilitated when useful
Governance basics: family council, shareholder charter, board of advisors
Succession planning and role transition
Buyout, gifting, and estate-linked conversations, coordinated with your attorney and CPA

The 90-Day Engagement

What the First Ninety Days Look Like

Almost every Summit engagement starts with the same shape. Diagnose, design, install. The graduation point is a cadence that runs on the calendar without us in the room.

Weeks 1 to 2

Diagnose

Owner conversations, one-on-ones with each direct report, a read of the numbers, and a walk through the current meeting rhythm. We surface what is actually holding the company back rather than what everyone has been told is the problem.

Weeks 3 to 4

Design

We sit with the owner and shape the coaching rhythm, meeting cadence, scorecards, and accountability chart the install will use. A single working document, agreed before we begin.

Weeks 5 to 10

Install (First Half)

Weekly owner coaching begins. The weekly leadership sync goes live. The monthly business review is run once with our facilitation and once with the owner running it. Scorecards begin to fill.

Weeks 11 to 13

Install (Second Half)

The quarterly planning off-site is held. The accountability chart is finalized. Handoffs between functions are mapped. The owner runs a leadership team session with us in the room but silent.

Day 90

Graduation Review

An honest look at what has held, what has slipped, and what still needs work. From here most clients move into a monthly sustain retainer. Some graduate outright, which is a good outcome.

Specializations

Where Summit Goes Deep

General senior coaching, with clusters of concentrated experience in the situations below. If your company sits in one of these, we have run this play before.

Home ServicesMulti-crew HVAC, plumbing, electrical, roofing, and landscape firms scaling past the first branch manager.

Professional ServicesLaw, accounting, financial planning, and specialty consulting firms navigating partnership and second-generation ownership.

Healthcare PracticesDental, veterinary, and specialty medical groups building a real operating layer between owner-clinician and staff.

Trades & ConstructionResidential and light commercial builders adding a second superintendent and their first real controller.

Second-Generation Family FirmsFirst-to-second and second-to-third generation handovers, sibling partnerships, in-laws in the business.

Post-Acquisition FounderOwners who have sold to private equity or a strategic and are now running the business inside someone else's operating rhythm.

Growth-Stage ServicesPost-startup services businesses hiring their first VP of Ops or head of finance.

Owner-Executive PairThe owner and their second-in-command working together on the split of the seat.

Pre-Sale PreparationOwner-led firms 24 to 36 months from a planned sale, building the operating story a buyer will actually pay for.

Delivery

What Delivery Actually Looks Like

Every engagement is run by the senior coach you meet on the introductory call. There is no associate team behind us. Sessions are on your calendar, in person by default at your office or ours in Franklin, and by video when travel makes no sense.

Every engagement ends with the cadence running in HeyRamp, our preferred partner platform for ongoing 1:1s and performance reviews. That is where the weekly check-ins, the scorecards, and the performance conversations live once we step out of the day-to-day. You do not need a login to work with us, but almost every client keeps the cadence there afterward because the alternative is a shared drive full of Google Docs no one opens.

Notes and materials from every session are shared in your team's own workspace. We do not keep client artifacts on our servers longer than the engagement runs, and we do not publish anything from your business without your written say-so.