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  • Additional Tool: Family Business

    Family Business Dynamics Subject: Overview of Key Considerations in Family Businesses Source: Excerpts from “Understanding Family Business Dynamics 👨_👩_👧_👦.mp4” Date: October 26, 2023 Executive Summary: This document summarizes a framework […]

  • Additional Tool: Back to the Basics

    EOS® “Back to Basics” Checklist Subject: Addressing Challenges and “Hitting the Ceiling” with EOS® Principles Overview: This document summarizes the “Back to Basics” checklist from the Entrepreneurial Operating System (EOS®) […]

  • Book: Make your Values Mean Something

    Make Your Values Mean Something Source: Harvard Business Review Reprint R0207J, July 2002, by Patrick M. Lencioni Executive Summary: This article argues that many corporate values statements are ineffective or […]

  • Additional Tool: Evolution Revolution

    “Evolution and Revolution as Organizations Grow” by Larry E. Greiner Source: Mainiero, L. and Tromley, C. Developing Managerial Skills in Organizational Behavior: Exercises, Cases, and Readings (Englewood Cliffs, NJ: Prentice […]

  • Book: Building your Companies Vision

    “Building Your Company’s Vision” by James C. Collins and Jerry I. Porras. Briefing Document: Building Your Company’s Vision Source: Excerpts from “Building Your Company’s Vision” by James C. Collins and […]

  • Book: Simple Numbers

    “Simple Numbers, Straight Talk, Big Profits” by Greg Crabtree Executive Summary: This book excerpt emphasizes the importance of understanding key financial principles for entrepreneurs to build a sustainable and profitable […]

  • Additional Tool: Owner Employee Rules of the Game

    EOS® Owner/Employee Rules of the Game Introduction: The “Owner/Employee Rules of the Game” is an EOS® (Entrepreneurial Operating System) tool designed to help businesses with multiple owners, partners, or family […]

  • Additional Tool: Offline Meeting Track

    EOS® “Off-Line” Meeting Track™ Objective: To understand and implement the “Off-Line” Meeting Track™ tool within the Entrepreneurial Operating System (EOS®) framework to double the effectiveness of ad-hoc meetings. Sources: “EOS®-Offline-Meeting-Track.pdf” […]

  • Additional Tool: Merger Acquisition Fit

    EOS® Merger/Acquisition “Fit” Objective: To provide a clear overview of the EOS® Merger/Acquisition “Fit” process, its purpose, methodology, and key considerations, based on the provided documentation and videos. I. Overview […]

  • Additional Tool: Getting What you Want

    EOS® “Getting What You Want” Tool This document summarizes the EOS® “Getting What You Want” tool based on the provided sources. The tool is designed to help individuals and teams […]

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