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Tom uses this process to guide family business owners to achieve the legacy they desire for themselves and the business they worked so hard to create.

  • Online Assessment
  • Written Report of Findings & Recommendations
  • Coaching
    – Face-to-Face
    – Skype
  • Advisory Board
  • Using Core Value Software
  • Current & potential value of your business
  • Riches in Niches
  • Lean Accounting
  • How to Drive Out Fear
  • The Price is Right
  • A Financial Thermometer for Lean
  • How to use Activity Based Costing (ABC) for product, service and customer profitability analysis.
  • How to use Activity Based Management (ABM) for value and non-value added analysis
  • How to create an Activity Based Budget (ABB)
  • Lead and facilitate your leadership team’s strategic plan development
  • 1/2 day and 1-day strategic plan meetings
  • 2-hour work sessions to define your company’s WHY, HOW, WHAT & WHO