Services
Certified EOS Implementer
If you are frustrated in your business, the Entrepreneurial Operating System may be what you need to get your business going in the direction you want.
EOS clarifies your vision for you and everyone on your team, it creates traction, so you are executing on that vision day in and day out and creates a healthy cohesive team that actually wants to work together.
Certified Exit Planning Advisor
In addition to guiding you through the EOS® process, I also help business owners design and execute a clear exit strategy—so you can move into your next chapter with purpose and peace of mind. I am a Certified Exit Planning Advisor. Whether you’re preparing to sell your business, transfer it to a family member, partner with a private equity firm, or transition to an ESOP, I’ll help you evaluate your options, maximize your company’s value, and create a plan that aligns with your personal goals. Together, we’ll ensure your exit is intentional, strategic, and sets you—and your business—up for long-term success.
A Rare Professional
Katie is a rare professional who combines sharp, direct insights with a warmth that makes even the most challenging conversations productive and uplifting. Her ability to navigate difficult situations while fostering a positive and collaborative environment is truly exceptional. -Tina H.
Transformed our Team!
Katie has been a great encourager and supporter who helps us see our problems and address them.
Her ability to cut through chaos and get us to important dialogue and a well defined decision has transformed our leadership teams culture in amazing ways. - Adam B.
Effective Communicator
Katie and I have worked together in a variety of roles for many years now, most currently in implementing EOS for our various companies, and I would definitely recommend Katie as an EOS implementer. She uses her experience to be a very effective communicator, and it’s clear she genuinely cares about helping move companies forward. She is passionate, energetic, and a valuable asset in executing the EOS program. -Matt N.
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