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Expertise on demand

When a specific challenge comes up, you want a guide who's seen it before.

You don't have to be in the Program to work with us. The GLOBO Projects are focused, guide-led engagements on the specific work that gets a business to the Graduate Level. Come to us with an acute issue to resolve before the Program, a piece that came out of it and needs execution, or a project you're tackling on your own and want an expert beside you. After 25+ years and hundreds of owners, we've likely done it before. Engage us for exactly what you need.

Why owners call us

The problems are often the same. The circumstances never are.

Whether it's profit that won't reach the bottom line, a business that can't run without you, a buyer knocking at the door, or a value gap between what your business is worth and what your future needs, these moments call for someone who has been there.

The GLOBO Projects bring focused, experienced help to that specific work, whenever it makes sense for you. Before the Program, when something pressing has to be handled first. After it, when a piece needs experienced hands to carry out. Or entirely on its own, when you already know what needs doing and want the right guide beside you. No long commitment required, just the right help at the right moment, with a natural path to the deeper work whenever you're ready.

01
Grow & Optimize

Strategy, performance & profit

Does this sound like you?

“We're busy and growing, but the profit doesn't show up at the bottom line.”

“I'm not sure where the business actually stands, or what to focus on next.”

“Sales are strong, yet cash always feels tight.”

When a business plateaus, leaks profit, or loses direction, the cause is usually buried in places the owner is too close to see. We bring an outside, experienced eye to find what's holding performance back, and a practical plan to fix it.

Business Strategy

A clear, customized strategy built on a hard look at every part of your business, so you, your team, and your resources are pointed at the same goal. We help you decide not just where to grow, but where to stop spending energy.

Deliverable: a focused strategic plan with priorities and milestones

Performance Improvement

We analyze overhead, payroll, supplier costs, and operations to find exactly where performance is being drained, then implement changes you can see in real time.

Deliverable: an operational improvement plan with measurable targets

Profit Improvement

Strong sales should mean strong profit. When they don't, we identify the gaps between revenue and what actually reaches the bottom line, and put a strategy-based approach in place to close them.

Deliverable: a profit-improvement roadmap tied to your numbers
02
Build & Lead

Your team & your visibility

Does this sound like you?

“The business can't run without me. I can't even take a real vacation.”

“I have a team, but I'm not confident they can carry the plan without me.”

“I'm making big decisions on gut feel because I don't have the right numbers in front of me.”

A business that depends entirely on the owner is fragile, and worth less. We help you build a management team that can run and grow the business, and put reporting in place so you can lead with clarity instead of instinct.

Management Development

Your team ultimately implements the strategy. We develop and train your managers so they're accountable, capable, and ready to handle the twists and turns, reducing how much the business leans on you.

Deliverable: a leadership development plan and accountability structure

Management Reporting Systems

We build regular management reports that give you deep, timely insight into your business: your financial position, the areas needing attention, and early warnings of problems while there's still time to act.

Deliverable: a custom reporting dashboard and review rhythm
03
Value & Exit

Preparing for what's next

Does this sound like you?

“Most of my retirement depends on selling this business, and I don't know what it's worth.”

“I know I should plan my exit, but I keep putting it off.”

“I want to pass it to my kids, and I'm quietly unsure they're ready.”

“I want the option to step back someday without giving the business away.”

Most owners rely on the proceeds of their business to fund the rest of their lives, yet few know its value or have a plan to grow it before they exit. This is where acute advisory work and the bigger Graduate Level conversation naturally meet.

Business Value Growth

We help you understand what truly drives the value of your business, then work through the proven levers that raise it, so that when the time comes, the business is worth what you need it to be.

Deliverable: a value-driver analysis and growth plan

Business Exit Planning

Whether your exit is years away or closer than you'd like, we help you plan it on your terms, maximizing value, minimizing surprises, and making sure the proceeds actually support the life you want afterward.

Deliverable: a structured exit plan aligned to your personal goals

Family Business Succession

Passing the business to your children is the outcome most owners hope for, and the one most likely to go wrong. Only about 30% of family businesses reach the second generation. We help you have the hard conversations early: whether the next generation is genuinely ready, who will make the final call, what the business is actually worth, and how you get paid without your retirement depending on your children's success. We work with both generations, and we say the things that are difficult to say inside a family.

Deliverable: a succession plan with clear roles, milestones, and a documented agreement
04
Transact

Executing the deal

Does this sound like you?

“Someone's interested in buying, and I'm out of my depth.”

“I have advisors, but no one is quarterbacking the whole process.”

“I only get one shot at this, and I can't afford to get it wrong.”

Selling a business is something most owners do exactly once. We've done it many times. We manage the entire process and coordinate your advisors so you're never navigating the most important transaction of your life alone.

Transaction Management

We manage your full sale process and coordinate your advisors through every stage: the offer memorandum, the letter of intent, due diligence, and the purchase agreement, keeping an experienced guide by your side from first conversation to close.

Deliverable: end-to-end deal management and advisor coordination
When you're ready for the bigger picture

Many owners come for one issue, and discover a better way to own.

Solving the immediate problem often surfaces the bigger one: is this business truly built around the life you want? Projects and the Program work together, each leading naturally to the other. When you're ready for the bigger conversation, the GLOBO Program is here.

Explore the GLOBO Program

Have a challenge in front of you right now?

Let's talk it through. No long commitment, no pressure, just an experienced perspective on what you're facing.