The Interim Executive Advantage: Experience, Action, Results

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Despite its popularity in Europe, an Interim Executive is still relatively unknown in North America. After talking with a number of business owners, partners and executives we have put together this paper showing answers to many of the more common questions we have been asked. 

Experienced leadership is one of the most important factors contributing to the success of any business. Despite their enthusiasm, current managers may not have the knowledge or experience to launch ...

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Four Keys to Managing Change

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Though this is written primarily for financial advisors, the principles apply to any business in any industry and provides readers with a simple four-part model to consider when undertaking a change initiative of any size. Using this model as a guide throughout the change process will greatly improve the chances of having a successful, satisfying outcome, whether you are “transforming” or “tweaking” your organization.  

Living, as they do, in the world of numbers financial advisers should be cautious when attempting to ...

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Case Study – Change Management & Growth

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Service: Change Management and Growth

Client: Large Service Company

Situation:

The company had grown to become a regional leader in its market, but had not been able to grow its business for more than three years. Because of the relatively low barriers to entry, each year several new companies entered the market, making it increasingly difficult to compete. In addition to growing the business, owners were concerned that new federal and state regulations were putting the future of ...

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Case Study – Interim Executive

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Service: Change Management and Growth, Interim Executive

Client: Large Service Company

Situation:

The company had grown to become a regional leader in its market, but had not been able to grow its business for more than three years. Because of the relatively low barriers to entry, each year several new companies entered the market, making it increasingly difficult to compete. In addition to growing the business, owners were concerned that new federal and state regulations were putting the ...

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The Risks to Business Growth

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Most owners want their business to grow. In fact many defend their desire by quoting the “grow or die” myth; the belief that a business has to grow in order to stay relevant. It’s not true. In fact, the opposite might be the case as the truth is, there are risks to business growth.

If you have a successful company – one that is consistently profitable – an aggressive growth strategy can kill it. By stating this, I’m not denying the ...

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Helping Good Companies Grow

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An answer to “why good companies need” help

I was talking to Sammie Johnson, the marketing director for Montana’s award winning newspaper, the Flathead Beacon and account executive at the Beacon’s sister company, Flathead Beacon Creative. She is helping with our website updates and in the process has asked me some question.

Actually, Sammi asks a lot of questions. She’s like that. It helps her understand our firm; ...

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A Terrible Change Strategy

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Over the years I’ve helped restructure the operations and business development practices of a number companies, financial advisory and other professional service firms. Though I’ve not read it, I’m starting to believe there is a secret manual on terrible ways to change an organization. I say this because I usually work with companies after they have already attempted to change. Most have failed for the same reasons. By listing these I hope to reduce the number of failures ...

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