Areas of Expertise:

Revenue Growth 

Strategic Planning

Family Business Issues 

Revenue Growth Strategies

FLB Services specializes in helping small owners find cost-effective ways of improving their sales performance.  We will offer an objective review of the revenue process and implement simple solutions to improve marketing efficiency, revenue, and profitability. Project areas include:

• Sales team training
• CRM implementation and integration
• Campaign development
  • messaging
  • collateral design
  • communication
• Marketing, sales, and customer service team alignment; value prop and messaging consistency
• Competitive research and position analysis
• Qualitative "Voice of Customers" data collection insights 
• Marketing efficiency 
• SEO, SEM, PPC, and social media recommendations 

Family Business Issues 

Working with family often creates a strong culture where love, trust, and common values can help propel a business to success. However,  business goals and family roles and relationships can be extremely difficult, especially under financial pressure or as the business matures.  FLB Services understands the sensitive nature of these dynamics and can help with the following areas:

• Communication facilitation
• Generational culture issues and misconceptions 
• Coaching for new or next-generation leaders
• Aligning family stakeholders around business goals to protect the "Golden Goose"

Simple Strategic Planning & Execution

I was part of running a successful family business for over 15 years without a single "strategy meeting".  We talked most days over morning coffee and hashed out concerns, ideas, and direction - and it worked. As we grew, however, we started to see wasteful spending, slow delivery times, and increasing frustration among customers and employees.   It became clear we had to formalize our former "coffee strategy" and while it was painful in the beginning, it became routine, quick, and productive.  FLB Services can help find a simple path forward to with:

• Product portfolio review
• Meeting facilitation with follow-up reports
• M&A and divestiture planning
• Ownership goals and expectations
• Strategic financial modeling  and resource planning
• Communication planning to employees, markets, and investors
• Execution