My approach challenges mindsets, presumptions, and habits — this allows my clients to target the real problems, leading them to real solutions.
Succession & Exit Planning
Build a business the next generation wants to be a part of.
For the newest generations, there are more choices, opportunities and diversions for their careers than at any other time in history. Usually all good things, until it comes to attracting the next generation into the business.
Growth Strategy & Value Acceleration
Develop the strategy your competition didn’t see coming
No longer exclusive to large deep-pocketed corporations, executing strategy is now the domain of even the smallest of organizations. Hence, just having a strategy is no longer good enough. Creativity, originality, urgency, and calculated risk are the virtues of today’s strategy. We have over 30 years of experience developing and implementing strategy, whether it be for capturing market share and scaling, remaining relevant in the face of disruptive change, or to unlock the generational wealth contained within the operations and assets of the business. As a Certified Exit Planning Advisor (CEPA®), Certified Mergers & Acquisitions Advisor (CM&AA®), and a Series 65 Licensed Investment Advisor Representative (IAR), Rick has helped help businesses from solo practitioners to globally diverse enterprises align their organizations around the strategy that multiplies their intrinsic and extrinsic value, creating sustainable economic engines for good for the shareholders, the employees and their families, and the communities in which they reside.
Leadership
Be the leader your mother would be proud of
Executive coaching and mentoring to cultivate the virtues of leadership that will engage, challenge and motivate the organization.
