Results
The following are examples of results since 2003 in working with Champion Business Advisors. Not all may be applicable to your situation, but it will give you a better understanding of success stories through the years.
Young Financial Advisor in Wisconsin acquires senior advisor's business. An inquisitive manufacturing employee with a solid work ethic and strong faith wants to enter into the field of financial planning. He spends ten years in his full-time job while learning the industry of financial planning. The decision is made to commit full-time to this profession. Successful negotiations with the senior advisor who is retiring results in the number of assets under management growing nearly four-fold (double the size of typical practices with his Broker-Dealer). All of this is faced with the challenges of a cautious spouse, two young children, and outside leadership responsibilities.
Franchise owner in North Carolina of a national painting company has record years after a decade in business. Even with internal franchise advisors, an outside perspective with an exclusive interest in the benefit of the entrepreneur proves to create more value for the owner.
Top producers with their Broker-Dealer already, a Financial Planning and Tax firm in Washington, D.C., have the desire to groom a successor and determine the best transition for the owner. The matriarch of the business has grown a boutique tax planning and financial advisory business to one of the tops in her industry. Coaching of the son, key managers, and support staff has resulted in record growth, staff focus, and more personal time.
A partnership of two buddies from college results in a business that buys and sells new and used office furniture. Many of the challenges in partnership, as well as staff growth and monthly sales, were addressed on a weekly basis. During economic stagnation, this small business has paid close attention to financial metrics and key success factors to allow significant growth and profitability.
Husband and wife landscaping business changes focus and location. After careful evaluation of the two revenue sources (landscaping and outdoor design), it was determined the outdoor design was more profitable with fewer personnel issues. This adjustment, in addition to a move to a better location, resulted in significant growth and owner satisfaction.
Well-intended franchise purchase eventually closed. A gentleman with a desire to provide fitness and healthy alternatives to primarily female customers determines a wrong decision had been made. This attorney with an MBA decided to close his fitness franchise and begin a career in international teaching.
Executive in a multibillion-dollar company eventually gains the respect desired. The challenges of communicating with superiors, peers, and subordinates can be misconstrued and frustrating. Through behavior, motivator, and thinking style assessments along with weekly executive coaching, his points were being taken seriously, and results were coming quicker.
Every champion has a coach.
