Are you creating automatic customers? Re-occurring revenue comes from customers with a consistent need for your products, but their purchases are unpredictable. But recurring revenue, like subscription models, dramatically increase business value. Create your own automatic customer strategies in our Value Builder Masterminds, designed for family businesses.

Give the next generation a constructive path to channel their transformational energy into a clear strategy that will help you advance a very important goal: developing a confident generation of leaders that can think strategically because they understand the levers that build value in your business.

Growth vs. Scale - They're different

Growing a company typically refers to increasing revenue, customers, or output by adding more resources—such as employees, infrastructure, or capital—to handle the additional demand. Growth is typically linear, meaning expenses and effort increase along with revenue.

Scale is different. Scale focuses on increasing revenue without a proportional increase in resources or expenses. The goal is to maximize efficiency so that the company can grow without dramatically increasing operational costs. Scaling is usually associated with implementing systems, technology, or processes that allow the business to handle more volume with minimal additional resources.

Join A Value Builder™ Mastermind Group

We provide a peer advisory experience that helps family business owners increase company value while developing the next generation of owners

8 factors influence your multiple

Value Builder™ helps you optimize each, which is critical as you prepare to exit and your child, or children, “buy in.”

Whether you are selling your shares, gifting your shares, or the business will fund your payout over time, you want to leave it in the strongest financial position possible.

Developing a family charter helps individuals with differing points of view learn to work together in the spirit of collaboration toward a greater good -- the health of the family and the business.

Discover your life’s true path alongside other purpose seekers — a supportive team, that is invested in you, and ready for you to invest in them.

These groups are intentionally small - just 4-6 members - and we carefully place people with their teams. Because of the care we put into matching individuals, you can expect to wait a little while for the ideal group of people to come together. It’s best to join the waiting list, and attend some trial run meetings before you make a commitment.

Jen has spent the past 26 years caring for the day-to-day needs of her husband and daughters. With the last child poised to graduate high school and head off to college, Jen knew she must wake up the confident, accomplished, intelligent and ambitious woman she was before she began consistently putting her needs last, behind everyone else in her family. Hear Jen's story.

Charla is a serial entrepreneur, wife and mother of two adult daughters. She consistently seeks out opportunities to know herself more deeply, explore her faith, and connect with others who will challenge her to grow. With great intention, she sought out like-minded seekers, knowing she would be energized by what she could learn from them. Hear Charla's story.

Sara is an executive administrative assistant for a Fortune 100 company and a single mother of three adult children, one who she nearly lost to pediatric stroke as he wrapped up his high school years. Approaching midlife, she is rebuilding back better, investing in herself so that she may enjoy a more effective personal life. Hear Sara's story.

Brigid Huber is a speaker, author and strategy consultant in the construction industry. With her last child in college and the others well into adulthood, Brigid sought to better understand what was motivating her life choices in midlife, and clarify how those choices would impact her career trajectory. Hear Brigid's story.

Karen is a pilot and Sr. Manager of Flight Operations for the Global Control Center of an international cargo aviation and logistics company. A happily married wife, mother of two college-age boys, and caring for her aging father as he nears the end of life, Karen sought to replace tremendous sadness when faced with the prospect of her youngest son moving out, with intense enthusiasm for what is possible.

By the time we’ve reached the final session of the Team Me small group experience, members will have absolute clarity about the “more” they are intended for and will be able to clearly visualize what they need to do to achieve it.

When we are fearless, there is nothing to be overcome. All our energy can be directed towards achieving our dreams. If you have ever taken a risk that you knew was a risk, but believed in yourself and persevered, that was you, being fearless. Well done.

Imagine how empowering it would be to have a one-page document that detailed everything that makes you uniquely you, alongside your intentions for the outcome you wish to create. Not a resume. Not a vision board. But an inventory of all the intangible, intrinsic, invaluable resources already at your disposal – no further action necessary. It is you, at a glance, and the key to understanding what you are uniquely equipped to do in order to create a life of purpose and fulfillment.

Authentic, effortless power is fueled by our core values, and allows us to express our personal truth without performing, posturing, or emulating some perceived ideal. This is the definition of self-mastery. It resides in the free expression of our uniqueness and is foundational to creating a life of fulfillment. As a foundation, we will build on self-mastery in your Team Me group so that we can help you find the state of flow. It is this state of flow that allows us to sustain a life “on purpose.”

It is commonly held that our difficult life experiences create behavioral patterns – some positive, some negative. It is my personal belief that these patterns are intended to teach us something important, something that helps us identify our life purpose. Once in midlife, having spent some time in self-reflection, we see how our repeated behavioral patterns contributed to our challenges. As we work to overcome the negative patterns, and exercise the positive ones, becoming 100 percent accountable for the outcomes of our choices, we gain a unique perspective – an insight – that we could not have otherwise learned.

People in mid-life readily agree that they are meant for more. Across all areas of our lives, most of us believe that we can live more fully, more deeply, and more “on purpose.” But what will we pursue? How will we tap into our passions? Is passion something we still claim to have? Clarity eludes many of us, just as life gives us time to do something with true intention.

Each Team Me small group is carefully curated with no more than eight hand-selected people. Members are committed to creating a life of fulfillment, and supporting their dedicated team members as they do the same.

Coaching is a powerful tool for personal growth and development that is rooted in the present, helping clients create a vision for “what” could be, as well as “how” a client will take action.