Franchise specialist & executive coaching
About me
I'm a seasoned executive coach and business consultant with over 5 years of experience empowering leaders and organizations to unlock their full potential.
I'm a proud U.S. Navy veteran, passionate art enthusiast, and dedicated businessman committed to helping small to midsized businesses flourish.
who i work with
Small to Medium-Sized Business Owners
Businesses with revenues typically between $100,000 and $100 million. These are entrepreneurs or “technicians” who started their businesses due to expertise in a specific trade or skill (e.g., plumbers, bakers, or lawyers) but lack the business acumen to scale or systematize their operations.
Why You're a Fit: The Franchise model addresses the “entrepreneurial myth”—the misconception that technical expertise equates to business success. These clients often struggle with overwork, lack of systems, and inability to delegate, making them ideal candidates for structured coaching to build turnkey businesses.
Key Needs:
• Developing systems to reduce dependency on the owner.
• Creating a clear vision and strategic plan for growth.
• Improving leadership and management skills to build reliable teams.
• Achieving work-life balance by streamlining operations.
Example Industries: Retail, construction, professional services (e.g., legal, accounting), food and beverage, or trades like plumbing or HVAC.
Technicians Turned Entrepreneurs
Individuals who launched their businesses based on technical skills but are now overwhelmed by the demands of running a business. They often suffer from what Gerber calls an “entrepreneurial seizure,” believing their technical expertise is enough to succeed.
Why You’re a Fit: The Franchise model was specifically created to help these clients shift from being technicians to becoming true entrepreneurs who design scalable, sellable businesses. They benefit from focus on systematization and leadership development.
Key Needs:
• Learning to work on the business (strategy, systems) rather than in it (day-to-day tasks).
• Building repeatable processes for consistency and scalability.
• Developing a mindset shift from technician to visionary leader.
Example Scenarios: A skilled baker running a struggling bakery, a contractor bogged down by administrative tasks, or a consultant unable to scale due to lack of systems.
Franchisees or Aspiring Franchisees
Current or prospective franchise owners seeking to optimize their franchise operations or explore franchising as a path to business ownership. This includes multi-unit franchisees or area developers looking to improve performance.
Why You're a Fit: Aligns well with franchising, as it emphasizes standardized systems and processes—core components of successful franchise operations. I tailor its coaching for franchisees, making it highly relevant for this group
Key Needs:
• Streamlining operations to align with franchisor standards while maximizing profitability.
• Developing leadership skills to manage teams across multiple units.
• Creating marketing and sales strategies to grow their franchise territory.
• Example Scenarios: A multi-unit franchisee struggling with inconsistent performance across locations or an aspiring franchisee needing guidance to select and scale a franchise.Our business support services include mail handling, phone answering, and administrative assistance. Let us take care of the details so you can focus on growing your business.
Insurance and Financial Services Professionals
Independent insurance agents, financial advisors, or managers in the insurance/financial services sector looking to transform their practices into thriving businesses.
Why They’re a Fit: The E-Myth model has been adapted for this sector, as seen with Benchmark Business Group’s Optimal Outcome Coaching Program, which targets insurance and financial services professionals. These clients often operate as small business owners and need help systematizing their practices to focus on growth rather than daily operations.
Key Needs:
• Building systems to manage client acquisition and retention.
• Enhancing leadership to grow and manage producer teams.
• Developing exit strategies or succession plans for their practices.
Example Scenarios: An insurance agent overwhelmed by client servicing tasks or a financial advisor seeking to scale their practice into a larger firm.
Aspiring or Struggling Leaders in Small Businesses
Executives, managers, or key employees within small businesses who need to develop leadership skills to drive organizational growth or step into larger roles.
Why They’re a Fit: The Franchise model emphasizes leadership development as a core component of business success. These clients benefit from coaching that helps them balance the roles of entrepreneur, manager, and technician.
Key Needs:
• Improving personal productivity, time management, and strategic thinking.
• Learning to delegate and build high-performing teams.
• Aligning their leadership style with the business’s vision and goals.
Example Scenarios: A manager in a small business struggling to lead a team effectively or an executive needing to transition from operational tasks to strategic planning.
Businesses Seeking Exit Strategies or Succession Planning
Business owners or executives planning to sell their business, transition to new leadership, or prepare for retirement.
Why You’re a Fit: The Franchise model emphasizes creating a business that is sellable by making it less dependent on the owner. I offer coaching services which include succession planning and exit strategy advisory, aligning perfectly with these clients’ needs.
Key Needs:
• Building a business that operates independently of the owner.
• Documenting systems and processes to increase business value.
• Planning for a smooth transition or sale.
Example Scenarios: A business owner preparing to sell their company in 5 years or an entrepreneur looking to hand over operations to a successor.
Pick a plan
Retainer
Package-based
Package-based
A monthly fee for ongoing access to your coaching and services, ideal for businesses needing continuous support.
Package-based
Package-based
Package-based
A flat fee for a 6–12 month engagement, including a set number of coaching sessions, assessments, and additional services (e.g., hiring support, board development, or funding consultation).
Hybrid-model
Package-based
Hybrid-model
A lower-cost entry point for smaller businesses with hourly or per-session rates, alongside premium packages for committed clients.