Create a plan for success

We deliver peace of mind through long-term partnerships.

Create a plan for success

We deliver peace of mind through long-term partnerships.

How we help

Owner-managers typically wear a lot of hats. You may have the training and knowledge to do it all, but not the time. Instead of hiring a few different employees or consultants, partner with us.

 

Business diagnostics

Assess your business today and predict future operational and financial opportunities and hurdles.

head with gear icon indicating visual thinking

Visual thinking

Use facilitated white board drawing to visually define who you are, where you're going and how you're different as a company.

clock and document with dollar sign indicating time and money

Time & money

Understand your financials including the true cost of employee time in every aspect of your business.

 

microscope indicating research

Competitor & market research

Take a deep dive into your industry with a focus on determining how you’re different than your competition.

 

flag on top of mountain indicating success

Roadmap for success

Develop a detailed long-term plan utilizing a rigorous yet flexible six step proven process.

hands shaking with dollar sign showing long term partnership

Partnership & capital

Focus on your strengths with a long-term partner focused on theirs. A partner that also backstops your long-term plan with capital when you need it.

 

Take the free Growing Pains Survey*

Own your business.
Don’t let it own you.

Our partnership process

GroundSwell’s Business Ownership PlatformSM is for owner-managers transitioning their organization from an entrepreneurial business to a professionally managed, entrepreneurial company. Whether you want to stabilize, grow or transition your business, we’ve made the process repeatable and programmable. Through our holistic and integrated combination of financially predictive diagnostic surveys, ownership school, long-term profit-sharing partnerships, enterprise project management software, proprietary mindfulness training and flexible capital options, GroundSwell has the people and tools to get you where you want to go.

Free consultation

Picking a long-term partner shouldn’t be taken lightly. Schedule a call now to get a personal introduction to how we help and how we’re different. Typically, it’s a 30 minute video conference call.

 

Assess

Have your entire organization take our licensed online and confidential Organizational Effectiveness Survey* and your managers take our licensed Management Effectiveness Survey*. With over forty years of data, these surveys predict future financial and organizational success. They also provide specific recommendations to address critical issues. Both surveys together take a total of 30 to 50 minutes per person.

Plan

Leveraging our licensed surveys, develop a long-term strategic plan including a deep dive into your industry from a competitive perspective as well as combine those results with our time driven budgeting process. This process typically requires ten to twenty meetings over three to six months.

 

hands shaking with dollar sign showing long term partnership

Partner

Once you have a long-term plan, decide how much you want us involved going forward. We can do little or most of the legwork executing your plan. Up to you. We’ll also invest the capital you need whether you are looking to stabilize, grow or transition your business.

 

Our partnership process

GroundSwell’s Business Ownership PlatformSM is for owner-managers transitioning their organization from an entrepreneurial business to a professionally managed, entrepreneurial company. Whether you want to stabilize, grow or transition your business, we’ve made the process repeatable and programmable. Through our holistic and integrated combination of financially predictive diagnostic surveys, ownership school, long-term profit-sharing partnerships, enterprise project management software, proprietary mindfulness training and flexible capital options, GroundSwell has the people, knowledge and resources to get you where you want to go.

Free Consultation

Picking a long-term partner is shouldn’t be taken lightly. Schedule a call now to get a personal introduction to our who we are, how we’re different and how we work. Typically it’s a thirty minute video conference call.

Assess

Have your entire organization take our licensed online and confidential Organizational Effectiveness Survey* and your managers take our licensed Management Effectiveness Survey*. With over forty years of data, these surveys predict future financial and organizational success. They also provide specific recommendations for long-term financial and operational success. Both surveys together take a total of thirty to fifty minutes per person.

Plan

Leveraging our licensed surveys, develop a long-term strategic plan including a deep dive into your industry from a competitive perspective with our time driven budgeting process. This process typically requires ten to twenty meetings of typically one to two hours over three to six months of your time.

hands shaking with dollar sign showing long term partnership

Partner

Once we’ve developed a long-term plan, decide how much you want us involved going forward. We can do very little or most of the legwork executing on your plan. Up to you. We’ll also invest the needed capital your plan requires whether you’re are looking to stabilize, grow or transition your business.

Free Consultation

Picking a long-term partner is shouldn’t be taken lightly. Schedule a call now to get a personal introduction to our who we are, how we’re different and how we work. Typically it’s a thirty minute video conference call.

Assess

Have your entire organization take our licensed online and confidential Organizational Effectiveness Survey* and your managers take our licensed Management Effectiveness Survey*. With over forty years of data, these surveys predict future financial and organizational success. They also provide specific recommendations for long-term financial and operational success. Both surveys together take a total of thirty to fifty minutes per person.

Plan

Leveraging our licensed surveys, develop a long-term strategic plan including a deep dive into your industry from a competitive perspective with our time driven budgeting process. This process typically requires ten to twenty meetings of typically one to two hours over three to six months of your time.

hands shaking with dollar sign showing long term partnership

Partner

Once we’ve developed a long-term plan, decide how much you want us involved going forward. We can do very little or most of the legwork executing on your plan. Up to you. We’ll also invest the needed capital your plan requires whether you’re are looking to stabilize, grow or transition your business.

“I get stuff done right without doing it myself.”

Scott C.

“It's nice to finally have someone in my corner.”

Kris K.

“You saved my business and my mind.”

Karen M.

How we’re different

We're not just consultants that tell you what to do but don't help you do it. We're not just managers that pretend to get stuff done. We're not just investors that write a check and tell you what you should do.

We have forty years of data and proven frameworks that predict ownership success. Whether you're looking to stabilize, grow or transition your business we can help.

Offering GroundSwell Investors Consultants Managers CPAs
Business Diagnostics Yes Rarely Sometimes No No
Holistic Ownership Training Yes No No No No
Competitive Analysis Yes Yes Yes Rarely No
Planning Yes Sometimes Yes Sometimes Sometimes
Time Driven Budgeting Yes Rarely Rarely No No
Long-term Partnerships Yes Yes but only with capital No Sometimes No
Capital Yes Yes No No No

Partnership options

Interested in finding out more about how our long-term partnerships work? Download our Partnership Options PDF.

Download the guide

DOWNLOAD GUIDE - Partnership Options
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Our Partnership Options PDF details the three key deliverables we create with and for you during our planning process as well as the different partnership options we offer. It also includes key steps in picking a long-term partner whether it’s an employee, vendor or investor.

 

You decide what’s next

Unless the status quo is what you’re looking for we can help you get to where you want to go and enjoy the ride. Typically, owner-manager goals include one of the following objectives:

Stabilize

Is something not quite right with your business but you can't pinpoint it? Do you feel like you have enough time in your workday? Can you turn your phone off on vacation? We can help.

Grow

Growing your business is challenging. Do you have the right people and tools to get you where you want to go? If you're not sure, we can help.

Transition

Are you ready to hand over the day to day of your business to your kids or someone else? Do you think they are ready? Do they have the underlying skills? Do they explicitly know what you think is important? These fundamental issues can be tough if not impossible to navigate without a clear process and guide.

Ready to get started?