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My background includes degrees in both accounting and law (University of Kentucky, 1983; University of North Carolina at Chapel Hill, 1986). Following law school, I first worked with a national accounting firm and then with a couple of law firms handling a wide variety of business issues. Besides introducing me to lots of different business situations, this experience alerted me to the fact that many business owners are not getting the type of help they need to make their businesses completely successful. In 1993 I started my own firm in Charlotte, North Carolina with the aim of providing business owners the kinds of services that would actually help them achieve their goals. These services were intended to fill the gap between the traditional and more technical services generally offered by CPAs, attorneys, and other business professionals. Among other things, these services included helping owners determine their goals, align their businesses with their goals, and effectively execute their businesses to achieve their goals. My objective was, and still is, to actually help business owners achieve the results they desire. In July 2000 I formed Real Goals in Lexington, Kentucky to continue providing these same kinds of business consulting services. My experience includes working on issues spanning the entire life cycle of a business. I've assisted clients in the processes of forming, acquiring, operating, developing, growing, and eventually disposing of businesses. More importantly, I recognize the connection between closely held businesses and the personal lives of the business owners. I'm aware that many business owners become servants to their businesses and are pushed and pulled in directions that don't effectively serve their personal desires. I also recognize the challenges of business co-ownership and how these relationships impact business performance and each co-owner's quality of life. These understandings have led to the "Real Goals" perspective that is the foundation of this firm. Business owners have a unique opportunity to create for themselves an enjoyable and rewarding work environment. Too often, this opportunity is missed and business owners endure a level of frustration that could have been, and should have been, avoided. Real Goals focuses on helping each client take advantage of this unique opportunity to achieve his or her particular goals. As I've worked with business owners over the years I've found that in many cases the greatest obstacle preventing owners from achieving their goals is that they simply don't know how to make their businesses into what they want. Business owners of all types are looking for simple and straightforward management advice on how to make their businesses operate better so they can achieve their real goals. Unfortunately, what business owners tend to find instead is an overwhelming amount of disjointed information and advice that they have difficulty applying to their own situations, and which rarely helps them improve their business. Recognizing this absence of truly effective management advice, I've developed the Excel Management Plan. The Excel Management Plan is a simple and strightforward management approach that shows business owners how to skillfully handle the key activities that drive the growth and development of their businesses. This management model allows me to help business owners take the necessary steps to become better managers, and improve the performance of ther businesses so they can achieve their goals. Please review the rest of this website for more information about our services, including The Problem We Fix, How We Work, Case Studies, and Articles. |
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