For Advisors & Coaches

For Advisors and Coaches

Accountants and attorneys have long been valued advisors to small business owners on tax, accounting, and legal matters.  These discussions often broaden into general business and personal areas.  Having wisdom and a knowledge of the value creation process allows for a basic philosophy by which to guide your clients—in both business and life. 

Having wisdom and a knowledge of the value creation process allows for a basic philosophy by which to guide your clients

As an accountant I was careful about the focus of the topics.  I charged for my tax and accounting advice, but my wisdom and life experience were often part of the mix.  My clients valued both, though I was careful to stay within my area of professional competence.

In the last couple of decades, “business coaching” has become a legitimate profession—especially for those with large business experience to share with small business owners. 

The Executive Committee (TEC, now called Vistage) and the Young Presidents Organization (YPO) are models for sharing wisdom and experience with business owners.

These are examples of circles that build trust, accountability and community for business owners.  In my career, I found circles to be an important resource for both my clients and for myself.

The Discussion Guide at the end of each chapter is a resource for circles formed by owners, advisors or coaches.  Circles also work as a resource for key team members in a business.