Business Coaching

Coaching - Succession- Financial Planning

“The goal of coaching is the goal of good management: to make the most of an organization’s valuable resources.” -Harvard Business Review

At Copper Beech Company, we believe that planning for the future helps create the future you want. Through business coaching we help clients identify goals and we care about the results our clients achieve. Whether the goals are improving financial position, growing the business, transitioning management and ownership. Helping Clarify goals, plan the route and holding the client accountable for achieving the milestones along the way is how we bring value to the engagement.


Business Coaching Resources



Who is the Future You

A key when I’m coaching somebody is to establish the goal or goals (maximum 3) that they want to achieve. Defining those goals is very hard for many. I asked…

Value of Advice

The value of advice in business

There is a term in the financial planning community that is gaining attention: “Gamma” measures the impact for an individual of working with a professional financial adviser. Gamma has less…

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