This is Not Traditional Business Coaching

This is a hands on, year long strategic planning and execution engagement.

I become an active strategic advisor to you and your leadership team—helping you decide where the business is going, what must happen next, and what may be preventing you from achieving your goals.

Together, we will build a clear plan for the year and then break it into focused, measurable quarterly priorities. Then I help you execute your plan...

Because a plan without execution is still just a dream.

Plan or Fail

Yes — It Really Is That Simple!

Your Engagement Includes

A Complete Annual Strategic Plan

We will create together a comprehensive plan that clearly defines:

  • Your long-term vision and numerical targets

  • Your ideal target market

  • Your strategic positioning

  • Your revenue and profit objectives

  • Your most important growth opportunities

  • Your quarterly strategic priorities

  • The leading metrics your team must track

  • The specific actions required to move the business forward

Four On-Site Strategic Planning Sessions

I will visit your company four times during the year.

Each on-site engagement lasts approximately two to three days and gives me the opportunity to work directly with you and your leadership team.

Nothing replaces being on-site.

By spending time inside your business, I can better understand your people, operations, customers, culture, financial challenges, and opportunities.

Each quarterly visit will include:

  • A review of the previous quarter

  • Analysis of what worked and what did not

  • Adjustments to the annual strategy

  • Selection of the next quarter’s priorities

  • Clear project ownership and milestones

  • Alignment of the leadership team

Financial Modeling and a 90-Day Rolling Forecast

Your strategic plan must be supported by the numbers.

I will develop financial modeling that gives you greater visibility into:

  • Revenue

  • Gross profit

  • Operating expenses

  • Cash flow

  • New client acquisition

  • Staffing requirements

  • Capital needs

  • Best-case, expected, and downside scenarios

Your 90-day rolling forecast will be updated regularly so you can make decisions based on what is coming— not simply review what has already happened.

Weekly Leadership Team Meetings

Execution is driven every week - because a plan without execution is worthless—

I will participate in your weekly leadership team meetings to help your team:

  • Review the company dashboard

  • Track leading performance indicators

  • Measure progress on quarterly priorities

  • Identify roadblocks

  • Assign accountability

  • Make faster decisions

  • Keep the plan moving forward

These meetings are not designed to create more discussion—

They are designed to create PROGRESS.

My Specialty

I specialize in working with entrepreneur-led businesses that have already achieved a level of success but have reached a point where growth has become more complicated.

The company may be experiencing:

  • Slowing or inconsistent growth

  • Profit or cash-flow pressure

  • Too many competing priorities

  • Weak leadership accountability

  • A lack of reliable financial forecasting

  • Difficulty turning ideas into completed initiatives

  • An owner remaining involved in too many daily decisions

My role is to help you step back, see the entire business clearly, make the difficult strategic choices, and build a leadership cadence that consistently produces results.

I Only Work With a Limited Number of Direct Clients

This is a highly involved, personal engagement.

I do not delegate the work to junior consultants.

You work directly with me.

To give every client the attention they deserve, I accept only a small number of direct strategic planning and execution clients each year.

The Investment

This is an intensive, year-long strategic planning and execution engagement designed for established entrepreneur-led businesses.

Annual engagements begin at $30,000.

The final scope and investment are determined after a private conversation about your business, leadership team, objectives, and the level of support required.

Joining the waiting list is completely free and carries no obligation.

Join my No-Obligation Waiting List

Joining the waiting list does not commit you to anything.

It simply gives you the opportunity to be considered for one of my upcoming openings.

When a position becomes available, we will schedule a private conversation to discuss:

  • Your business

  • Your current challenges

  • Your growth objectives

  • Your leadership team

  • Whether this engagement is the right fit for both of us

There is no pressure and no obligation. — But there will only be a few number of openings.

Stop Hoping the Business Will Grow.

Build the Plan. Execute the Plan. Grow the Business.

What my clients say....

"Strategic planning exercises can easily waste time, energy and money—unless relentless and highly focused execution deploys it. Working with Marc provided that difference; he brought decades of insight and research to address our biggest impediments to growth and profitability."

Mark Kahn — Downtown Yogurt

See What Some Of My Happy Clients Think..​

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John Kowalsky

FOUNDER

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John Kowalsky

FOUNDER

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John Kowalsky

FOUNDER

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John Kowalsky

FOUNDER

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