They are testing you.
They just don’t tell you how.

The true test to navigating through your most critical moments – an M&A transaction, recapitalization, financing, reorganization, partnership, or otherwise – is something they don’t tell you. 

CEOs are tested on their judgment. Despite what questions they are asking, sophisticated players on the other side of the table – the bankers, lawyers, auditors, valuation consultants, industry analysts – are actually measuring how your past decisions were made. 

Your greatest asset is not on your balance sheet. It is your judgment.

You need to establish the processes and then the evidence which proves extraordinary decision-making prowess, particularly at the critical moments of your journey.

This is what you are selling.  This is what has value.

Nine out of ten companies that go to market quietly come back empty handed because they didn’t meet the standard. 

You can.   

This is for CEOs who are bold.

Verbatim:
Senior Executive Takeaways

“I know this work is already making us better”

“Great progress in shifting mindsets towards valuation… as well as building a high-level of excitement within our management team!”

“This provided a whole new way to look at our business.”

Throughout my career, I've been guiding companies and governments through the intricate decision-making processes that have paved their way to remarkable achievements.

I've had the honor of working with diverse clients, from industry leaders like MasterCard, Bank of Montreal, and Visa, to visionary minds in Silicon Valley, to the quiet, closely-held companies which create phenomenal value simply by doing brilliantly by their customers and their people.

I’ve worked in over 40 countries. I’ve worked with Global 1000 CEOs, and heads of state, and HNW families seeking what comes next.

Here’s the secret…

Each time, my engagement will have an overt purpose…

  • I am there to create the gameplan that will tilt the battlefield. 

  • I will seek out how to attain asymmetric advantage for the fight ahead.

  • I will craft strategies for creating new financial value. It might be finding the right acquisition. Or launching a new market offering. Sometimes, I architect a new or revised corporate structure that accelerates growth or improves yield.

The secret is this… there is a fundamental kernel that defines success or failure in building phenomenal companies. Every time.

It has less to do with financials, or legal structures, or technologies, or organizational design. Success or failure has everything to do with how someone perceives, reacts, and thinks in their critical moments. 

Success or failure is defined by how a CEO makes their decisions.

This is where the game is...

I’ve worked with some of the best around the world.

А wealth of content with tips, lessons, and inspiration for you and your teams.
This helps us spin up faster.

When I work with decision-makers, it is always in some sealed-off conference room. There is always an NDA. We develop our strategies in the quiet. 

However, before going into these intensive sessions with CEOs and their teams, it is helpful to work with a team that has been ‘pre-conditioned’. We get to breakthroughs faster when we collectively have a more common foundation of ideas, concepts, methods, strategies and language we can use for architecting the path ahead. 

To that end, you can find me on YouTube, Apple Podcasts, Spotify, Amazon, or in articles or interviews on CNBC, Fast Company, Big Think, Directors & Boards, Private Company Director, or a host of other outlets.