Business Advisory

Do you want to see rapid growth within your company and feel secure in your business strategy? Do you need some guidance?

At Pinnacle CEO, we offer top notch business advisory services.

Most business owners dream of the day where they will sell their business and go on to enjoy their just rewards. To do this your business has to be more valuable on Dec. 31st than it was on Jan. 1st year after year. Do you have a plan or are you simply hoping it will happen? We are here to help guide you.

Sustainable growth requires strategic planning.

Most business leaders think business consulting and strategic planning are focused around establishing goals, metrics, and KPIs. Perhaps that’s why most strategic plans end up gathering dust on a shelf and are never fully completed.

The real reason for strategic planning is to make your business more valuable every year, year after year. We aim to help your business have more sustainable, measurable, and profitable growth.

At Pinnacle CEO, we are here to help you create a clear picture of where you want to be in three years. Through our private consulting sessions, you will gain the tools and knowledge in knowing exactly what you need to do this year to be on track towards your business and personal goals.

You will leave the session with the confidence knowing that your company will be truly be even more successful by the end of the year.

Client Testimonials

“It’s critical that when there’s an emergency in someone’s life, whether it be personal, financial, or business, that you have a group you respect that can give you the wherewithal to see past the storm clouds and make the right moves.”

“When I met Jim, I didn’t even know how to read an income statement; he taught me so much about basic business knowledge. In our first meeting he talked about a thirteen week forward looking cash flow statement, and my mind was blown that people were thinking that far ahead; thirteen weeks sounded like a long time. But now, we have a twenty week forward looking cash flow statement, which has saved our butts in more than one occasion. If it weren’t for Jim, I don’t think we would have ever even instituted the practice of watching our cash. We probably would have gone out of business back in 2018 when we hit some hiccups.”

“When I joined Vistage, our company was flat. My experience with Vistage, especially with Jim’s leadership in the one-to-ones, has been transformational. It all has been transformational for my business!”

“The toughest decision I’ve had to make in my business was made with the help of the Vistage group.”

“Over the thirteen years I’ve been with Jim, he’s helped my business grow an average of 40% every single year. Now we have gone from one location, here in San Diego, to seven in the country and growing. We represent five states whereas when I met Jim, we were representing one county.”

“Before I joined Jim’s Vistage group, I was flying a plane with zero instructions. Now I feel like I’m in control. I know where I’m going. I can read how far I am and where I am heading. I have the instruments right in front of me thanks to Jim!”

“Jim has a way of knowing what’s happening in your business by only asking a few questions. Jim is really good at business; he knows what questions to ask to really know what’s going on.”

“Jim has meant so much to our business and so much to me and my family both as a friend, a chair, and a guide over all these years.”

If you’re ready to take a new approach to strategic planning and execution – an approach that gets results instead of gathering dust – send me an email or give me a call.

I know what a well-run company can do when they execute against a thoughtful strategic plan.

Do you?