Get Connected to Success

A Trusted Guide for Clear, Confident Business Growth

Bill brings 4+ years of EOS experience and a trusted network of business resources. As a professional connector, he doesn't just advise — he opens doors to the right people at the right time for your success.

About Bill
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Sales Success Backed by Action, Accountability, and Measurable Results

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Sales Success

Build a Sales Process That Drives Consistent Revenue Growth

We help organizations professionalize their sales process by moving from reactive selling to proactive, accountable, and repeatable revenue systems. Our approach focuses on doing the right activities, tracking what matters, and creating momentum that deepens wallet share with both prospects and existing customers.

By strengthening mindset and sharpening skill sets, your sales and customer-facing teams gain the confidence and structure needed to convert more opportunities and grow revenue sustainably.

  • Establish proactive sales habits that drive consistent pipeline growth
  • Create accountability through clear tracking, metrics, and follow-through
  • Equip sales and customer-facing teams with the mindset and skills to close more business
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Leadership Alignment

Align Leadership Around a Clear Vision and Execute Without Chaos

We help leadership teams align around a shared vision and translate that vision into focused, disciplined execution. By clarifying priorities, strengthening accountability, and eliminating unnecessary noise, organizations move faster and make better decisions at every level.

The result is less daily chaos, stronger leadership alignment, and consistent progress toward company and team goals.

  • Align leaders and teams around a clear, shared vision
  • Drive focused execution through discipline and accountability
  • Simplify priorities to eliminate distractions and operational chaos
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Clarity, Focus, and Accountability for Leaders Who Execute

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Trusted Introductions for Confident Business Deals

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Buying or Selling a Business

Expert Support When Buying or Selling a Business

Buying or selling a business is a significant decision that requires experienced guidance and trusted connections. We help business owners and executives navigate this process by introducing them to professional investment bankers and qualified business brokers who understand valuation, deal structure, and successful transactions.

With the right expertise at the table, you can move forward with confidence, clarity, and strategic alignment.

  • Access trusted investment bankers and experienced business brokers
  • Navigate acquisitions or exits with clarity and professional guidance
  • Make informed decisions during high-stakes business transactions
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All Things Marketing

Marketing That Connects Strategy, Execution, and Results

Connect with help for organizations to build and execute marketing strategies that actually drive growth. From positioning and branding to lead generation and execution, our approach connects the full marketing lifecycle to measurable business outcomes.

By aligning strategy with disciplined execution, we help teams attract the right audience, generate qualified leads, and turn marketing efforts into real, trackable success.

  •  Develop clear marketing strategies aligned to business goals
  • Strengthen branding and positioning to stand out in the market
  • Execute lead generation programs that produce measurable results
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End-to-End Marketing That Delivers Real Results

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Design, Strategy, and Performance Working Together Online

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Web Design & Digital Presence

Turn Your Website and Digital Presence Into a Lead-Generation Engine

Your website and digital presence should do more than look good—they should actively grow your brand and generate new customers and clients. We design and optimize websites, social platforms, and digital touchpoints to attract the right audience and convert attention into action.

By combining strategy, design, and performance, we help businesses create digital assets that work as powerful lead-generation magnets.

  •  Build a website designed to convert visitors into leads
  • Strengthen your brand across web and social platforms
  • Create digital systems that consistently grow your customer and client base
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A Strategic Approach to Business Continuity and Transition

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Succession Planning

Protecting Your Business and Your Legacy

Succession planning is more than a transaction—it’s a strategic process that prepares your business for a successful transition to the next generation of ownership. We help business owners build a clear succession strategy that addresses leadership, operations, and long-term continuity.

On average, a successful business transfer requires approximately three years of preparation. Understanding the timeline, action steps, and milestones early creates confidence, stability, and long-term success.

  • Create a clear succession strategy aligned with long-term business goals
  • Understand the timeline and action steps for a successful transition
  • Prepare leadership, operations, and ownership for the next generation
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Health Insurance Reviews

Stop Overpaying for Health Insurance—Find Coverage That Actually Fits

Many companies overpay for health insurance without realizing better options exist. We provide comprehensive health insurance reviews to identify cost savings, improve coverage, and explore innovative solutions from industry disruptors.

In some cases, businesses may even qualify for a captive health plan—unlocking greater control, transparency, and long-term savings.

  • Review current plans to uncover unnecessary costs and inefficiencies
  • Access modern, disruptive health insurance solutions
  • Determine if your business qualifies for a captive health plan
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Lower Costs. Better Coverage. Smarter Solutions.

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Clear Numbers. Better Decisions. Stronger Performance.

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CFO Controller

Get the Right Financial Leadership—From Fractional to Full-Time

Strong financial leadership helps businesses grow with confidence. We help organizations access CFO and controller-level expertise—whether full-time or fractional—to bring clarity to the numbers and strengthen financial operations.

By automating key finance functions, uncovering savings, and improving reporting, businesses can operate leaner, smarter, and with better visibility into performance.

  • Access CFO or controller support tailored to your business size and stage
  • Gain clarity by knowing and understanding your key financial metrics
  • Automate financial processes to reduce costs and improve efficiency high-stakes business transactions
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EOS & Team Software

Master EOS Faster With the Right Tools—All in One Place

EOS works best when teams have the right tools to support execution. We help organizations centralize EOS and team software into one accessible system—available from any device—so leaders and teams stay aligned, accountable, and focused.

By simplifying access and reinforcing EOS disciplines, teams reach mastery faster and execute with greater consistency and clarity.

  •  Centralize EOS and team tools into one easy-to-access platform
  • Improve accountability and visibility across teams
  • Accelerate EOS adoption and mastery with the right systems
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Better Tools for Stronger EOS Execution

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Smarter HR Without Unnecessary Complexity

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Human Resources

Flexible Human Resources Support That Scales With Your Business

As organizations grow, HR needs become more complex. We help businesses evaluate whether it’s time to outsource HR, bring on a fractional HR leader, or strengthen existing systems with the right tools, training, and resources.

Our approach ensures your people operations are compliant, efficient, and aligned with your business goals—without overbuilding too early.

  • Explore outsourced or fractional HR leadership options
  • Review HR tools, training, and resources available to your business
  • Build scalable people processes that support growth and compliance
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