Products & Services

Comprehensive Business Diagnostic Leadership Development Succession/Exit Planning M&A Support Business Owner Advisory Boards CEO/Owner Coaching Strategic Planning

Comprehensive Business Diagnostic

Quantify what is going well at your Company, what is NOT going so well, and everything else in-between.  Identify the Best Practices to resolve or improve each challenge and prioritize which will have the greatest impact first for the least cost and effort.

Do You Know The Five P’s of your businesses?

Leadership Development

Leaders are not born! People develop into Leaders when they acquire the proper mindset, knowledge, skills, tools, and techniques. This doesn't happen overnight and the leadership journey never reaches a final destination.



Leadership Development returns to the bottom line many times its original investment, a small fraction of total compensation.

The best way to successfully develop the leadership skills of any Executive, Manager, or Staff Member at any level, is with a custom designed program built around the employee's specific strengths, weaknesses, personality, and objectives. Measure twice, cut once!

Development Tools

  • Reading & Exercises
  • Classroom Instruction
  • Videos
  • Coaching
  • On The Job Visits
  • Q&A Sessions

Customized development programs include a combination of these tools, and more, to get the best results for each unique participant

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Succession &
Exit Planning

Clarifying the reality of your Exit: Even if you have no intention of retiring, selling, or transitioning your business, you WILL eventually EXIT the business with a plan or without one. So far, 100% of business owners have exited, one way or another. All business owners and their heirs report it is highly preferred to do so with a plan, rather than without one.

“Mergers and Acquisitions are like chess games, and you have to think several moves ahead.”

– Li Ka-shing

Merger & Acquisition 
Services

Leverage our expertise, experience, and resources to smoothly guide you from initial concept and discussions, through due diligence and negotiations, to deal close and integration. Be diligent, be careful, be smart, and don’t “go it alone”!

  • Buyer’s & Seller’s Representation
  • Business Valuations
  • Due Diligence Expertise & Support
  • Financial Modeling, Feasibility Analysis
  • Risk Identification & Mitigation
  • Maximizing Value of Business
  • Negotiations Expertise & Support
  • Agreement Structuring
  • Integration Planning & Management
  • Change Management & Communications

Business Owner Advisory Boards

Reach your Vision for your Business and yourself personally with the help of 6-8 other non-competing Business Owners committed to helping you as you help them solve challenges, seize opportunities, and make better decisions.  Never again be "lonely at the top" with your Board of experienced advisors sharing the unvarnished truth.

CEO/Owner Coaching

Accelerate your success with a Coach who holds you accountable for the many challenges, issues, and opportunities on your plate.  More importantly, gain insights, best-practices, contacts/connections, and resources to accomplish them quickly and effectively.  Don't just run your business every day; Improve your business every day with a Coach and a Team dedicated to exactly that.

Traits of Great Coaches

1

Genuine & Personal

A great coach is genuinely interested in you, embodying a confidence, humility, and sincere care.

2

Walk The Walk

Great coaches don’t just speak in hypotheticals, they live out what they teach and have learned firsthand.

3

Open Minded

Great coaches are willing to see possibility and potential in every opportunity, and also recognize when something is a waste of time or energy. 

4

Know When To Speak

When you have a conversation with your coach, you can know that you have their full attention. They carefully listen to you, probably even more than they speak. 

5

Ask Great Questions

Sometimes you don’t need answers, sometimes you need to change your thinking. Coaches ask great questions that bring about those a-ha moments. 

6

Highly Disciplined

Leaders have to be able to exercise incredible self control in order to succeed. Coaches are leaders of leaders and have a lifetime of developing discipline. 

7

Unconcerned About Popularity

A great coach recognizes that personal growth involves letting go of barriers, sometimes requiring honest conversations that may feel challenging but ultimately lead to breakthrough.

8

Don't Allow Excuses

Having a coach is about having an accountability partner. You hired them to get from where you are now, to where you want to be, so they don’t allow excuses. 

Strategic
Planning

Find the best strategy for your business and unleash the power of your team to achieve it.  TAB's StratPro program aligns your team around a shared vision and plan to achieve it, then provides the motivation to execute it and measurement to optimize it.

StratPro Process Overview

Align: Align the leadership team

Vision: Establish a compelling vision, values and culture
Diagnose: Identify gaps and opportunities
Plan: Chart the roadmap to achieve your vision
Execute: Adopt proven processes to get things done
Optimize: Continually improve performance