Edgar

Client Profile

Edgar has been the CEO of his company for the past fifteen years and, as a founding partner, has watched it grow both in revenue and employees. Lately, he’s wary about some issues he feels may be putting his business at risk. He also thinks that with the right moves, profitability could be increased—he’s just not sure what those moves might be. He has a team of competent managers to whom he can delegate responsibility, but he struggles in holding people accountable for their missteps. He wants to maintain a steady and stable corporation, and better understand the needs of his entire team. Edgar is also in the midst of planning how to leave behind a respected and inspiring legacy, while getting the most out of the business he’s spent so much time building. He’s long been looking to become a stronger presence in the community, but hasn’t yet found the time to do so.

Client Challenges

• Navigating issues that put his business at risk or eat away at profitability
• Struggling with holding people accountable
• Refining an exit strategy that will get him his desired business valuation and ROI
• Strengthening his leadership team with needed experience or training
• Finding more time to increase his community presence