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Videos & publications

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Videos

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GroundSwellSM Overview

Who we are, what we do and why we’re different.

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Business Ownership SchoolSM Overview

An introduction and how it works.

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Intro video

Inner OptimizationSM Overview

The why and how behind our Inner OptimizationSM interoception offerings.

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Publications

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Survey options & research

Details on our different surveys and the research behind them.

Survey Options & Research PDF
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Business ownership skills

The integrated skills and content areas of ownership skills.

Business Ownership Skills PDF
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Partnership options

Our planning process deliverables and long-term partnership options.

Partnership Options PDF
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Valuation Bridge PlanSM

Details behind our Valuation Bridge PlanSM.

Valuation Bridge PlanSM PDF
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The one question

Looking to transition out of the day to day of your business or sell? Ask yourself this question first.

The One Question PDF
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Key dimensions of Inner OptimizationSM

Details on our proprietary interoception training and why owner-mangers need these skills.

Key Dimensions of Inner OptimizationSM PDF
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Direct ownership partnerships

Looking to lower GP fees and carry? Download our guide.

Direct Ownership Partnerships PDF
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Estate legacy planning & heir training

An overview of our legacy planning & heir training.

Estate Legacy Planning & Heir Training PDF

Blog

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An illustration of a humans visceral system including a diagram of all major organs and the Vagus nerve that oversees an array of crucial bodily functions

What’s the Vagus Nerve and Why Does It Matter?

Let's face it, life as an owner-manager is stressful. There's a constant demand on your time, energy, and focus. When you're stressed, your body produces hormones...
Inner Optimization℠ & Intrapersonal Tensegrity℠
An illustration of one manger with a red tie managing four middle managers with white ties who are each managing four subordinates

Do You Have to Do It Yourself to Get It Done Right?

You have way too much to do. If only your staff could take on some of this work, you wouldn't have to do it all yourself…...
Management & leadership
Illustration of a disorganized, and chaotic company transforming into an organized and structured organization

Are You Proactively Managing Your Infrastructure?

Sales are up 5% this year. Nice job. But your financials tell a different story.  Profits are down 10% and your bank account is lower than last...
Organizational development
balanced scale with input, time and people on one side and efficiency and profit on the other side

Are You Proactively Managing Your Biggest Expense?

Most likely your biggest expense is payroll. Whether you have salaried or hourly employees, or pay contract labor by the hour, you're paying for their time....
Accounting & finance
Black sign that says "know your role" in white font with a blue sky and white clouds in the background

Does Your Team Know Where to Spend Their Time?

Do your employees know what to do today? Without clearly communicating what you want them to do and where you want them to spend their time,...
Management & leadership
An illustration of a organizational development flywheel and fractal inside the flywheel with a red cube in the center that highlights six key factors or “building blocks” that predict financial success across all sizes and types of organizations

What Makes a Successful Company?

Do you wonder why some companies succeed while others don't? We did and went searching for the answer. What we found might surprise you. It's not...
Organizational development
Illustration depicting the direct and indirect forces that put pressure on market profitability

Do You Have a Game Plan for Your Competition?

As a business owner, you're constantly busy. And just when you've caught up, another unexpected challenge comes along, demanding even more of your limited time. So...
Strategy

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