Road Map

The Number 1 Reason is How Does The Process Work?

Often times, the toughest part of doing anything is simply getting started, especially when you don’t know what to expect. Our Road Map process is designed to assist business owners get clear on next steps.
Below are the steps we take in all our engagements, to make sure you have the information to know if this is something that will work for you.
You will see, before we ever get to an engagement, we invest the time it takes to get to know you, to understand where you want your business to go and to make sure we have the confidence and ability to help you get there.



It all starts when you click one of the links on this page to speak with us. When you do, you will receive an email (remember to check your spam).  In that email, click the link to book your  Initial Meeting, at your conveniece.

Initial Meeting

This meeting is easy. It is a chance for us to get to know you; where you would like to take your business, some of the challenges you are facing, etc.. It is also a chance for you to get to know us. It is a chance for you to ask the questions you might have about who we are and what we do.


The "right fit" is important to achieve success. To ensure we can help you achieve the results you desire, we conduct an initial assessment based on some of the information you provide (financial, structure, etc). Before either of us goes any further, we evaluate  that there is a match between your vision, your resources and our expertise. ​

Scope Meeting

To go forward, it is important to define the goals and expected results and to put some framework around the work to be performed. We walk you through the recommended approach, the various options and provide you with a pricing agreement, so you have the information required to determine whether this is a fit for you.


In making the decision to go forward, we all get to work. There are ongoing status and working meetings conducted with you, to keep you informed on the status of the work being conducted.  As we complete the defined scope, measures and training, as required, are put in place to ensure you benefit over the long term.

If you have times in your business that you are unclear of your next steps, or if those next steps are right for you and your company.  Road Map participants tell us over and over, how clear they feel on next steps following our process.  

It is simple, an external view by a seasoned business advisor, who has been where you are, asking the right questions at the right time, to help you structure your ideas into a path forward. 

Looking for your next steps?  Contact us, one of our advisors will reach out to you to set your Road Map.