Transform with someone who has successfully navigated the growth journey.
Gain ongoing access to real-world experience and perspectives to help your leadership team think differently, navigate transformation, and enable new growth and scaling.
“It’s not very often you get to walk with a person who’s been on the journey we’re on. Having someone who’s walked in those shoes and navigated that terrain is priceless.”
Mitch Nelson | Chief Sales Officer, Aprio Advisory Group
My Advisory Approach
As an advisor, I work closely with CEOs and leadership teams to provide counsel, inspire different thinking, and navigate friction points to achieving growth goals.
Operating from the mindset “what got us here won’t get us there”, I inspire leaders to approach situations differently and come up with new solutions that elevate the organization.
Once I align with a CEO on their agenda, I meet with senior leadership teams 1:1 or in group settings to challenge leaders to view situations through a new lens and step outside their comfort zone to benefit the organization. As an outside party, I have the benefit of delivering objective feedback and experience-based observations that lead directly to personal, professional, and organizational transformation.
As a result of my involvement as an advisor, you can expect your leadership team to present new ideas, navigate roadblocks more effectively, and develop as leaders of people—all of which will contribute to your ability to grow and scale.
Advisory Topics May Include
Organizational Strategy
Shifting Mindsets and Creating Alignment
People Acquisition and Development
Business and Market Development
Building Engines Through Technology and Automation
Merger and Acquisitions
Who is it for?
CEOs and senior leadership teams who believe their growth is imperative to solidify their position as a sustainable and relevant firm for years to come and want to preserve optionality in the way they choose to grow,
How does it work?
After understanding your growth goals and friction points, I am available to CEOs and senior leadership teams on an ongoing basis to meet with individuals, host group sessions, and design and execute growth strategies within your organization.
How will it benefit my organization?
While workshops are designed as one-day experiences, advisory work is for organizations that want an active, ongoing partner to assist in their growth and scaling efforts. As part of your team, I’ll apply my real-world experience and knowledge to help leaders in your organization navigate roadblocks and overcome friction points to achieve your goals.
“Alan’s expertise and experience illuminated the path forward, emphasizing the importance of innovation, client-centric services, and a "focus on greatness" in our journey to remain an exceptional accounting and consulting firm in this evolving marketplace.”
Christopher McElroy, CPA | Co-Managing Shareholder, Schneider Downs
Let’s navigate your growth journey, together.
If you’re ready to explore working together, here’s how the process works and what to expect next:
Every conversation starts with a discovery call.
Fill out the form and schedule a call with me to discuss your organization’s current state and growth goals.
Receive a proposal.
If there’s a mutual fit, I will craft an ongoing advisory proposal tailored to your organization’s needs.
Begin your growth journey.
Once reviewed and accepted, the advisory relationship often starts with an in-person session at your headquarters.