NextStep Services

Our approach has been extremely successful in helping our clients achieve success and develop sustainability.  What makes our approach unique is the fact we lead change from within our client’s company.  We become part of the prime management team.  From this platform we’re in a perfect position to help our clients achieve success because we’re involved with framing the strategy, mobilizing the team, executing the plan, and adjusting it as necessary. 

Evaluation
Whether we help our clients build a successful business, align the shareholders, or develop a workable succession plan, our process begins with an evaluation of the current situation.  This evaluation identifies any planning gaps that need to be bridged. 

Design
Gaps lead to solutions, but not every solution is appropriate.  Our job is to help our clients make the right choice.  Once the decisions are made, we develop a prioritized action plan.

Implementation
What we do in implementation depends on the nature of the engagement.

• We serve as quarterback when the plan involves coordinating the efforts of a multi-disciplinary team including our client’s attorney, accountant, banker, and other financial advisors.
• We serve as facilitator when shareholders are working to development alignment.
• We serve as trainers when the plan involves developing the skills and knowledge of our client’s team.

Coaching

While training imparts knowledge, coaching ensures the skills necessary to achieve success are fully developed.  By helping team members understand how to obtain a desired results and making sure they consistently achieve that result, we provide them with the tools necessary to reliably achieve success.