Step Forward with Clarity and Confidence.

Strategic Support for Busy Leaders

“The TAB meetings bring together terrific expertise and creativity. Every meeting is
a unique learning experience. My entire thinking about what I want my business to
do has shifted. Sales are up 60% in two years. The support I need to make tough
choices and start new initiatives may not be found within the company, but will be
found in the TAB meetings and coaching sessions.”

DON ROSENBERG
Shorehaven Behavioral Health, Brown Deer, WI

Find out if TAB is a good fit for you and your goals.

The 3-Peak 5 Point Diagnostic

STRATEGIC PLANNING

Vision
Mission
Exit Plan
Critical Success Factors
Action Items Goals

SALES & MARKETING

Developed Marketing Plan

Brand
Marketing Reports

Sales

Reports
Sales
Funnel
CRM
Scripts

PEOPLE

Leadership Succession Plan
On-Boarding
Off-Boarding
Org Chart
Use of DISC
Benefits
Turnover Ratio

PROCESS

Systems
- Reports

Documentation
Operating Agreement
Insurances
Liability EO
Auto
Workers Comp
Keyman

PERFORMANCE

Financial Reviews
- Budget
- Scheduled Reviews
- Accountability
Department Performances
Reports
Personnel Reviews
Statement of Cashflows
Profit and Loss Review
Balance Sheet Review

The Peak Business Assessment Provides:

Increased Profitability
Companywide Efficiencies
Freedom for the Business Owner
Increased Value of the Company

“After going through the diagnostic my company now has a clear roadmap to guide us to becoming an industry leading organization. Before having the results, I was continually fighting fires, and working on issues, now we have clear direction and focus. I recommend every business owner have a diagnostic on their organization.“
– H. Jones, Las Vegas Upholstery