Steady Growth Continues to Drive Our Success

Over the past couple of quarters, we’ve been growing!

1. Most of you know that Linda Cizauskas joined the team early in the year. But do you know about her #EOSLife and her role in supporting our work?
2. We’ve added fabulous new clients from Vermont to Virginia. These teams are wealth advisors, insurance professionals, home services providers, second-generation retail  – all are driven to succeed both today and into the future!
3. We’ve studied with world-class coaches, entrepreneurs, PhDs, and award-winning authors around topics of the psychology of change management, relationship building, and exit planning. We are always striving to serve you better!
4. We’ve documented and refined 4 Core Processes; we’re still working on getting me to let go of the vine and follow them!
5. We’ve been primary sponsors and leaders for the Lower Adirondack Pride Festival, the Vermont Employee Ownership Conference, and the ARCC Succession Summit hosted by the Women’s Business Council!
6. And to our great honor, we have received a number of individual, personal referrals from you. Thank you!

We do this work of building high-performance management teams in order to help you build a better organization and live your very best life. Frustrations around value and control are real. It means so much when you extend your trust to a colleague or friend, “Have you met Wendy yet? She’s been very helpful to us.”