Small Business Training and Events

Our topics bring the best of our Coach-Consultant approach to seminars and workshops for your attendees. Focused on professional services companies and the unique set of challenges and opportunities they face.

Contact us to customize a topic for your group.
(Our corporate programs designed just for your business also include VaVooM (Vision, Values, Mission and personal missing statement for each team member), team building, management training, and leadership development.) 

Sample Topics:

Scale Your Profit First (Before you Scale Your Business) 

Revenue to Profit, How Does Your Business Measure Up? 

What if your business could be even better—could run more smoothly and deliver greater profits? When you go beyond revenue as a measure of success, you can dig into powerful tools (business levers) that allow you to streamline your business and grow your efficiency and profit to new levels. Learn the journey all successful businesses follow, and the six business levers you need to pull so that you can leverage your existing success to streamline before you grow your business. 

You’ll learn: 

• The Business Journey Roadmap all successful businesses follow—and the common challenges that crop up along the way
• What the heck the “Doldrums” are—and why they’re a normal phase that all businesses go through
• The 3 key Growth Tracks that can’t be neglected if you want to grow a sustainable, profitable business
• The next steps you need to take to get your business out of the Doldrums and onto the next stage of your business growth journey (and concrete actions you can take today)

Built to Sell

Build a Business that is proven, process-driven, and profitable even if you never want to sell.  

Entrepreneurs often wonder: why do business consultants start with the exit plan?! The answer is the same reason you set any goal: when you begin with the end in mind, it helps you make wise decisions today. See the company you are building – not just the company as it is today. 

Key takeaways: 

• The best businesses are sellable — even if you have no intention of cashing out or stepping back any time soon.
• The core drivers of Value and how to apply them
  Always Ready To Sell (ARTS) – the 3-legged stool of Saleability
• A business can run without you, becomes a valuable asset that generates a predictable return

This session walks you through how to begin to shape your existing business into a streamlined wealth engine that is both Valuable and Saleable – the business you would buy yourself if you were to start over.  

Profit to Wealth:  

The Missing Link Between Business Revenue and Personal Wealth + Legacy.  
Simplifying tax-wise wealth-building.  

Business owners need to think differently about money in order to realize the promise of small business success. Overcome common money mindset issues, misconceptions, and imposter syndrome so that you can objectively see your business as the asset that it can become. 

Go beyond knowing your internal business finances and into the realm of how to tax-effectively and wisely (and legally) move retained earnings inside of your corporate structure to live the life you want now and not have your lifestyle fall off a cliff when you enter the “work-optional” phase of your life. 

The link between Corporate and Personal planning is a complex field that few CFOs, Accountants or Financial Advisors understand. 

In this session you will discover… 

• Tools that allow your business (not your salary) to fund your retirement 
• The tax-wise gaps and opportunities most business owners have never heard about 
• The cards you have up your sleeve as an incorporated business 
• Dividends vs Salary and their impact on your plan 
• Corporate structure as a tool in tax planning 
• How your business can be your biggest asset (and why exit planning now is essential to make this true)

AIRR Attract, Incent, Reward, Retain  

Build your Rockstar Team 

The blend of ingredients to Attract, Incent, Reward, and Retain (AIRR) is so much more than salary and benefits, especially in a professional service company – though those are essential. And it is not about treating your employees like friends or family – that can quickly backfire. 

This session will help you see how you, your leadership, your business vision, your culture… the complete package comes together to build your Employer Brand to build solid engagement and retention, even if you are a small business with limited resources.  These are core insights you can put into practice right away to: 

• clarify how employees become true assets in your business 
• discover how engagement and accountability go hand in hand 
• design equity considerations into your employee retention plan 
• understand how benefits and bonuses can be a double-edged sword

Employee Engagement

Developing your People is what Develops your Business  
Answer the questions: Where do productivity, engagement, and loyalty come from? 

• start building accountability and engagement having employees start acting more like owners of their role (they go hand in hand), 
• create an environment where people get to do their best work every day 
• set clear expectations that lead to engagement and growth 
• know your people & commit to their success (in or outside of your company) 
• get your team pulling together for your mutual success

Our Speakers 

Jim Pelot BComm, CPA, CA 

“Essential business finance for the small corporation.” 

Secure a standout speaker for your event as Jim Pelot demystifies corporate financial essentials that create a business that navigates growth and challenges.  From profitability and projections that help you create the future of your business, to retained earnings, wealth, tax-wise planning that help you create the future of your family,  Jim simplifies the complex with concrete numbers, client stories, analogies and metaphors that engage and inform attendees at all levels of financial literacy. 

Jim’s career is rich in corporate experience that he scales to the realities of the small corporation.  Trained as a CA he has worked as VP Sales and Marketing for Nortel Canada Wireless, CFO of start-up companies and financial advisory firms. He is passionate about scaling business know-how to an accessible, relatable, and immediately actionable. 

Cher Cunningham Business Coach ABNLP 

“Leverage your 1”of Excellence to build a business that loves you back.” 

Cher is a High-Performance Coach, CliftonStrengths Team Builder, Facilitator, and Communication & Leadership trainer. With a background in communications and marketing and a business planning framework that works, Cher helps clients build real results while building their leadership, their managers, and their teams.

Cher has a passion for empowering small business owners to have a high-performance mindset, resilience, innovation and commitment to their own success.  Cher’s ability to speak truth with compassion into a place of vulnerability, creates safe and empowered collaboration while building paradigm shifts that elevate thinking and create transformation.