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.”

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


  • Vision
  • Mission
  • Exit Plan
  • Critical Success Factors
  • Action Items Goals


Developed Marketing Plan

  • Brand
  • Marketing Reports


  • Reports
  • Sales
  • Funnel
  • CRM
  • Scripts


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


  • Systems
    • Reports
  • Documentation
  • Operating Agreement
  • Insurances
  • Liability EO
  • Auto
  • Workers Comp
  • Keyman


  • 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