Working Together

What a year looks like, and what to expect from me.

I work as an independent senior partner to the CEO and the leadership team. I am in the room for the decisions that shape the company, and I stay involved between sessions. To ensure deep focus and responsiveness, I work with a select number of companies at a time.

How It Starts

It begins with a 30-minute conversation about what just changed in your business and whether we belong in the room together. Either of us can say no.

If we move forward, we start with intensive Foundational Sessions with your leadership team: name the real issues, set the direction, and lock in the first quarter's moves.

The annual rhythm

Then the year runs on a steady rhythm:

  1. Quarterly planning sessions: three a year, with your full leadership team.

  2. Annual retreat: two days to reset the long-term strategy.

  3. Session pre-planning: you and I agree on the decisions before each session.

  4. Mid-quarter CEO check-in: a call on how the moves are going.

  5. Weekly team meeting: your team runs it, and I facilitate the process.

  6. Calls between sessions: whenever you need them, at no extra charge.

What to Expect

From me:

  1. Plain talk: I bring up what the team has stopped saying out loud.

  2. No agenda: no equity, and nothing else to sell you.

  3. No off-the-shelf templates: I draw from EOS, Scaling Up, and Pinnacle to build the rhythm your business needs.

  4. Decisions stay yours: I make sure the hard ones get made instead of put off.

From you:

  1. Preparation: you and your team do the pre-work.

  2. Decisive action: decisions get made in the room, and commitments are kept.

  3. Quarterly scoring: every quarter we score what got done.

  4. Full buy-in: the CEO must be all-in. If not, this engagement will fail.

Is this the right fit?

Who this is for:

  • Mid-market companies, typically 50 to 500 employees.

  • Fast-growing, PE-backed, or highly profitable self-funded businesses with the capital to execute.

  • A CEO who wants a real partner in the room with the leadership team.

Who this is not for:

  • Companies looking for a framework installed and then left alone.

  • CEOs who want one-on-one coaching only, without the leadership team involved.

  • Companies that will not fund the changes agreed on in sessions.

  • I’ve worked with James across two companies with two very successful outcomes. What makes him unique is that he doesn’t get in the way. He navigates everyone where they need to be without making it about himself. He just gets everybody else to make the magic happen. That’s his special sauce.

    Hal Denbar, President, National Pool Partners

No pitch.

Just an honest conversation about where your business is and where it needs to go.

LET'S EXPLORE WORKING TOGETHER