Strategic Guidance for Seasoned Leaders
Planning Their Next Big Move
Strategic
Foundations
Growth
Mastery
Exit
Excellence
Feeling Overwhelmed by the Complexities of Business Growth or Transitions?
Whether it's scaling your growth, stepping away from daily operations, selling your enterprise for a premium, or ensuring your legacy thrives beyond your tenure, navigating these waters can be daunting without the right strategic partner.
Strategic Guidance to Navigate Your Business’s Most Critical Transitions
Customized Strategies
Every business is unique, and so are our strategies—tailored to align deeply with your long-term goals and values.
Proactive Exit Planning
We anticipate market trends and prepare your business for a lucrative and timely exit, ensuring you leave on your terms.
Legacy and Succession Planning
From identifying successors to guiding a process that yields the desired outcomes, we ensure your vision endures and thrives.
Comprehensive Advisory for Business Leaders and Entrepreneurs
At First Generation Advisors, we offer core services to business owners and key executives, including strategic business consulting, exit planning, and succession planning. We specialize in working with multi-generational organizations facing specific challenges that hinder their growth. Our integrated approach not only addresses your immediate needs but also empowers your company to tackle barriers, think differently, and execute strategies with confidence—setting the stage for sustainable future growth and stability.
ABOUT FGA
I work with multi-gen organizatons that have identified specific problems within their business that are hindering their growth. Empowering companies to tackle barriers, think differently and execute strategy with confidence is at the heart of what I do.
Taking a systematic and practical approach to solving your business problems.
Let’s work together to create
real change and deliver results
WHAT TO EXPECT
1
Discovery Call
Let's discuss what you think your business needs and pain points are. What are you hoping to achieve?
2
Reflection Communication
Provide a summary of needs and get your input and clarification as needed
3
Proposal Development
Addressing specific needs and recommended steps
4
Assessment
Utilizing systems thinking principles to identify the root causes and actions leading to permanent solutions
5
Implementation
Let's implement recommendations and key initiatives
HOW I CAN HELP
Growth Strategy & Value Acceleration
A disciplined process for re-imagining the business model beyond the "box", coupled with practical implementation to achieve exceptional results. We'll create a road map for growing tangible market value in your business.
Succession & Exit Planning
Creating the necessary dialogue and heavy lifting in family business discussions to ensure the founder's legacy thrives beyond its generation.
Leadership
Executive coaching and mentoring to cultivate the virtues of leadership that will engage, challenge and motivate the organization.
Speaking Events & Workshops
I host workshops on business succession, strategy and exit planning. I've also spoken at multiple corporate events addressing business purpose and entrepreneurship.
Schedule a call and let's discuss what you and your business can benefit from.
Exit Planning?
Download our free self-assessment on whether your business is ready for exit.
OUR CLIENT STORIES
Stoller Wine Group
Rick was brought in to add guidance and a seasoned perspective in addressing the required leadership and cultural reset in the organization.
Cascade Engineering
Dirk needed a thinking partner to grapple with the larger issues the success of his company was creating. “It was getting beyond my ability to manage all of the complexities; to see the forest through the trees,” Ellis said. “That’s a big part of what I was looking for; someone who could help me keep the big picture in sight.”
Lenity Architecture
Lenity seemed to be stabilized and even growing, however, they felt that outside expertise was needed to provide guidance to ensure their key decisions on how to scale the business were sound. Having never hired outside consulting before, they soon found out how challenging it can be to find the right resource.
LifeLast
Whether it had to do with their motives, cost, or incompatibility, he was not finding the right consultant to help further the business. He wanted an advisor who was “interested in learning who we were — without an agenda.” After witnessing some of Rick’s work first-hand with another organization, Buratto decided to engage Rick Thomas to assist LifeLast.
TESTIMONIALS
Kind words from great business owners
“Rick has been our sounding board through each phase of the transition, and he has a rich historical context for how we got to that next stage. I don’t think that you can underestimate the value of that.”
- Gary Mortensen, President, Stoller Wine Group
“Choose Rick if you’re willing to look critically at yourself, your team, and your company... you’ll be able to move forward with a clear, actionable plan to accomplish your goals.”
- Jeff Buratto, CEO of Life Last, Inc
“Rick quickly builds trust and easily works within all report levels of our organization. His experience and third party insights bring focus to our discussions, energy to our initiatives, and accountability to our performance.”
- Anne Donovan, President, XeniumHR
