SERVICES

Optika engagements are designed around each company's specific trajectory and the improvement objectives of our owners/stakeholders. Since management (and ownership) styles vary greatly, our first step is to ensure that we are a good fit. Schedule a quick appointment to see if your organization is ready for the next stage of growth.

What's your season of growth?

Startup

Get comfortable with business ownership & calculated risk. We empower your leadership with tailored executive coaching, and a more robust business infrastructure for sustainable success.

Optimize

Transform your organization's potential with strategic planning, efficiency analysis, and more definition to your execution plan. We co-design the plan.

Scale

Scaling requires systems. We get hands-on with you to not only co-build, but also to Co-Implement the strategic plan. From team meetings to SOPs, we lead by example.

Transition

Position your business for a lucrative sale, dive deep into departmental insights, and chart a smooth exit with meticulous due diligence reviews and transition planning.

Let's talk Strategy

Business Health Audits,
Readiness-to-Exit, and
Transition Support

Whether your goal as an owner is to: (a) refine the company and run it for years to come, (b) create a family business, or (c) sell for maximum value, it's CRITICAL to first understand your enterprise value. To do this, we must first identify any operational deficiencies that exist TODAY. Through interactive assessments and targeted audits, our business consultancy relationship is designed to help you analyze the key activities that drive the sale value of your firm. Then, if desired, we can co-create a plan to grow both your efficiencies and exit sale price.

Get my Readiness Score!

Management
Consulting Engagements

Let's Improve my Ops

Once your organization has reached certain startup milestones, it becomes critical to monitor the strategic direction of your daily activities and your leadership focus. And the smaller the firm, the more difficult it becomes to get yourself out of the daily grind. Our engagements provide owners and leadership teams with extensive assessments, reviews, and ongoing review of your company's operational (and organizational) health. With the joint commitment of owner and consultant, we gradually (and carefully) shift your organization into its next phase of growth.

Other Specialized Support

Our executive training programs help you and your LEADERSHIP TEAM develop the skills and knowledge necessary to lead and manage your business effectively. Without dedicated executive development, it can quickly become "business as usual," which generally does not align with efficiency, improvement, and innovation. As part of our engagements, we offer customized training opportunities that cover a range of topics, including Leadership, Team communication, and Management development strategies.

Talk Business to Me!