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White Papers

Four Steps to a Solid Exit Strategy
Each company, no matter what stage it's in, needs an exit strategy. Succession planning, growth planning, and analysis are all integral parts to developing an exit strategy that secures the company’s scalable growth.

Strategic Plan vs. Implementation Plan: Know the Difference
How confident are you in your strategic plan? There are many key differences between strategic plans and implementation plans. In fact, some businesses think they have a strategic plan, but it’s actually not it at all.

Succession Planning for Family-Owned Businesses
Did you know that only 30% of family-owned businesses last into a second generation? Only 12% make it to the third generation. If you are the leader of a family-owned business, know that it’s never too early to design a succession plan.

Three Pitfalls of an Entrepreneur That Kill Your Business
Entrepreneurs have the unique ability to turn big dreams into a reality. Surviving the first year does not mean a business is out of the woods, although it’s an advantage afforded to only a select, highly competitive group of entrepreneurs. Many entrepreneurs inadvertently kill their business due to three major pitfalls.

How to Empower Your Team to Succeed Using the Freedom Scale
To compete in today’s fast-paced market, organizations need to find new ways to manage their resources. Leveraging human productivity means getting the most out of your people without burning them out. The Freedom Scale is a tool that quantifies levels of delegation.

When You’re The Bottleneck
Rapid growth is one hallmark of a successful business. During this time period in the Business Life Cycle, leaders need to transition their leadership style. The Bottleneck Syndrome describes the leader’s hesitance to delegate and insistence on being involved in every decision made for the company.

8 Steps for Building a Senior Management Team
Enthusiasm and belief in the dream is not enough to sustain growth. To truly create a scalable and sustainable business, owners and entrepreneurs need to undergo a rigorous recruiting and onboarding process to ensure the company’s long-term success.

The Science of Selling
If you’re struggling to close sales, it could be because you lack science in your sales strategy. Just like a scientist, sales leaders should create a hypothesis to test as a way to determine if they are marketing to the right clients, following leads, tracking sales stages, and managing the overall sales pipeline.

The Management Dilemma
Are your employees happy and engaged? A whopping 85% of employees say they’re not engaged at work, and one reason why is a lack of leadership from the management team. Trust comes from the top, and managers who improperly lead their teams will not be able to cultivate those integral relationships, which will ultimately affect the bottom line.
San Luis Obispo Business Consultants | Experts in Business Growth, Leadership & Succession
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