COMPREHENSIVE COACHING & CONSULTING SOLUTIONS

PRACTICAL STRATEGIES. PERSONALIZED SUPPORT.
REAL BUSINESS RESULTS.

Whether you're leading a team, scaling your firm, or navigating your next phase of growth, we provide the tools and structure to help you get there faster and more intentionally. From financial advisors seeking quantum growth, to small business owners looking for proven strategies and structure, to sales professionals striving for next-level results, our tailored coaching approach is grounded in real-world experience and built for results.

Icon of a hand holding a network diagram with nodes and arrows, set against a green circular background.

Growth
Strategies

  • Client acquisition and referral strategies

  • Revenue growth and marketing innovation

  • Mergers & acquisitions analysis & guidance

  • Use of data analytics to make sound business decisions

Icon of technical documents with a gear, on a green circular background.

Operational
Excellence

  • Talent assessment and human resources consulting

  • Organizational design and career pathing

  • Process improvement, efficiency and change management; including accounting support

  • Compensation analysis, design and implementation

Two stick figures helping each other up stairs inside a green circle.

Leadership
Development

  • Establishing CEO mindset & behaviors

  • Team leadership and associate advisor development

  • Annual & long-term business planning for sustainable growth

  • Creating a culture where “WE” & “ME” come together

Three speech bubbles with hearts inside on a green circular background.

Client Experience Enhancement

  • Developing "WOW" moments for clients

  • Establishing a new client experience to create referability from day one

  • Advocacy boards and timeline optimization

  • Effectively leverage social channels, events and community involvement

Close-up of a person using a calculator at a desk with a potted plant, a black keyboard, and a yellow mug.

Financial Advisors

For professionals leading their own firm and teams, seeking better systems, scalable growth, and leadership support—FocusFirst can help you thrive!

A woman at a reception counter talking to a staff member in a salon or spa. The staff member is smiling and has long, light brown hair, wearing a red sweater. The woman has long, curly red hair and is holding a card. The background shows a modern, airy space with large windows, wooden beams, salon chairs, and various people, some working or walking around.

Small Business Owners

Entrepreneurs juggling every role—we’re here to bring clarity, structure, smart strategy, and precise execution to help move your business forward.

A man with a beard and tattoos, wearing a white shirt, is sitting at a desk, smiling and talking on a cell phone, with a laptop and a cup of coffee in front of him in a modern office.

Sales Professionals

If you're a newly appointed leader, a seasoned veteran, or an individual striving to improve, our 1:1 coaching is designed for you.

Three people in business attire having a meeting in a conference room with a window showing a green outdoor area.

SUCCESSION PLANNING

Do you have a succession plan or a death plan for your business? There is a BIG difference, and knowing the difference protects the value of your firm that you spent a lifetime building. When you're ready to exit or evolve your business, Bill helps you plan the transition with clarity and care.

Services include:

  • Defining your ideal exit or transition strategy based on your timeline

  • Establishing a valuation of the business

  • Maximizing your practice value before transition that will increase your multiples

  • Identifying a successor who is the best fit to continue the work with your clients

  • Executing the plan with confidence, ensuring maximum value is received from the buyer

Our Unique Differentiator: Bill bridges the emotional and financial sides of succession. You get a steady partner who helps you protect your legacy and hand off the reins on your terms.

Two individuals in suits shaking hands in an office setting.

MERGERS & ACQUISITION ADVISORY

Buying or selling a business is complex. Bill offers strategic M&A guidance that keeps your goals in focus and your business running strong.

His services help you: 

  • Evaluate readiness, risks, and cultural fit that best match your client’s style

  • Navigate valuations, deal structures, and negotiations with you and for you

  • Plan for a smooth transition that ensures client retention and maximum valuation

  • Stay balanced during a high-pressure transition

Our Unique Differentiator: Bill isn’t a broker—he’s your advocate. With deep experience in practice transitions and no conflicts of interest, he brings clarity, pace, and peace of mind to every M&A engagement.

READY TO TRANSFORM YOUR BUSINESS?

Whether you're growing, stuck, or just ready for a fresh perspective—let’s start a conversation.