Business owners need a nudge to get started and often help identifying what they want to accomplish (the vision) and why they are in business (the mission). Business people who get these questions answered find planning easier and with the planning accomplished setting short range and intermediate goals becomes a logical part of the conversation. Now the business owner can “see” their path and they get excited with the help of a business coach.Learn More
Succession planning is not about retirement, it’s about commitment and preparedness for the future. Through development of a plan family members are given the tools to help identify what they want and how to align the wants of each family member. The financial tools we can use to make transition tax efficient and economically viable often take time to mature, its not too early to start planning the transition.Learn More
Financial security is not just about how much is in your retirement plan, it includes consideration of current and future cash flow, income tax, estate planning and risk issues that can be addressed by insurance. A financial adviser/coach makes it simpler to keep the big picture in view while helping place the pieces of the puzzle together.Learn More
Here’s what some clients say:
Peter’s approach on our first meeting was a unique experience! We discussed the current business details, mission, visions and what I was looking to gain from this collaboration. Then he eased into a conversation. How did I come up with this concept, what inspires me, what makes me smile, what is great and what is not so great about where I am right now? He wasn’t just talking about the business. How do you define success? Where do I see myself next year, 5 years from now, etc.? I realized he wanted to know ‘what made me tick’! He wanted to understand what was in my heart first….so he could address how to grow forward with the business to accomplish my vision.Now let’s get to work he says, and we did! Establishing realistic strategies to achieve the short- and long-term goals, with confidence. I am so grateful for his continued support!
Lindsay’s Gourmet Compound Butter
Peter has a vast knowledge of business and more specifically business operations. He has the ability to examine your current (or start up) business and guide you along the way to greatness. I had the pleasure of using Peter’s services for my company (No Limit Performance Basketball Inc.) and he opened my eyes to the World – literally – because of his wisdom and insight I realized that I am capable of turning my company into a Global business. He coached and I did the work. Unreal relationship – I value Peter and his team at Copper Beech Company.
No Limit Performance Basketball Inc.
I have had an opportunity to work with Peter over this past summer. I am one of three Directors at OnCourse Education (a small not-for-profit private school in Hamilton). Because of Peter’s coaching and guidance, we have developed a deeper understanding of the expenses involved in operating our business. We have gained confidence in our business model and we have developed an action plan for growth. I would highly recommend Peter to anyone looking to grow a small business. He provides his clients with knowledge and guidance; helping them to define and set realistic, achievable, goals.
As a small business owner/operator, we sometime are so busy “rowing the boat” when we really should be “steering the boat”…. This review has got us back steering the boat as an owner should be doing on a daily basis. I would not hesitate to recommend yourself and your company to any small business owner/operator who needs to review short and long term strategies for their business.
M. Sean McKernan
Non-Destructive Testing Products
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