When the Crisis Ends the Hard Work Begins… Are You Ready?

“Plans are worthless but, PLANNING is EVERYTHING” –Dwight D. Eisenhower 2020 started with eager anticipation for many of our clients, several of whom were having record breaking years, and others who could see a bright future. As we come to grips with this surreal environment the focus shifts to helping business owners identify their best options for surviving the crisis with …

Snowflake Effects in the Business…

Snowflakes are one of nature’s most intriguing structures. Every snowflake has its own unique character and complexity, yet they all begin with a single tiny nexus (a particle of pollen or dust). As droplets of water coalesce around the nexus a hexagon (6 sides) is formed. Never a square or pentagon, always a hexagon. Closely held businesses with multiple shareholders (particularly …

4 Things Skilled Leaders Prudently Manage = PACI

Manifestation of power, authority, control, and influence (*PACI) among shareholders and employees in closely held businesses serve as leading indicators for the likelihood of success at points of significant transition.  While these attributes are observable, they can be tough to pin point.  Here are a few underlying symptoms to look for: A lack of trust or transparency (artificial harmony may …

Dinosaurs In The Workplace

A few years ago during a working session with a management team, one of my favorite clients experienced a shocking revelation. He did not know how his team perceived his actions and the team was not clear about the owner’s expectations.. What he didn’t immediately appreciate was the hidden cost to the bottom line. Identified problem: Inability to scale through …

The Essentials of Transition – With Bo Burlingham & Dr. Allie Taylor

How to achieve a good exit is one of the most frequently asked questions Allie receives. To help her explain the psychological phenomenon owners experience in exiting she has sat down with Bo Burlingham – author of the best-selling book “Finish Big”. Bo and Allie examine the misconceptions of what an exit from a business is, commenting that exiting should …

5 Tips for Effective Problem Framing

In framing a problem we set the psychological parameters against which we endeavor to solve the problem.  A mis-framed problem will have mis-framed solutions.  Sometimes those mis-framed solutions will address symptoms, but they will not resolve the core challenge. In many cases the mis-framed fix actually makes the problem worse.  Alex wanted help fixing his management team and claimed that …

#1 Reason Succession Fails & How to Get it Right

When I met Aaron and Janet they were engaged in their third attempt at family succession.  In many ways this attempt is no different than the first two abandoned attempts. The players are the same, the goals are the same, and the timeline is roughly the same. Begging the question, “how can they expect a different outcome?” Aaron (son of …

9 Pain Points Owners Face & How to Fix What’s Broken 

Owners report experiencing these 9 pain points when working with advisors: Poorly defined destinations/outcomes Advisors providing competing recommendations and no way to reconcile them Myopic solution sets – the proverbial “hammer & nail” Competition for limited time and attention Draining capacity Quick fixes that have unintended consequences Advisor centric processes that are tedious and redundant Inadvertently pitting owners and/or family …

Seduced by Conflict?

Want to find out if your management team is seduced by conflict? Take this anonymous 2-minute quiz. “Conflict”… what is the first thought, feeling, or image that crossed your mind when you read that word? The most common mental model is one that describes negative conflict fueled by emotional win-lose, us – them constructs. But, there are just as many cold …

Axial: Why Successful Exits Start With Psychology

Axial talked to Dr. Allie Taylor about how Orange Kiwi is different from a typical advisory firm, the most surprising thing she uncovered in her research on business owners, and more.   Check it out here.