Jim Collins has a “first who, then what” philosophy that focuses on gathering the right people on your team.  We want to make sure we have all the right people on the bus.

• Do we need to connect you with a tax professional?  Do you need compliance help, or strategic tax planning?

• Do we need to find a banker to advise on financing options?

• An Insurance pro?

• A business attorney?

• Are these all people who understand your goals and challenges, and are they ready to work together in service of those goals?

Once we get all the right people on the bus, we need to make sure everyone is in the right seats on the bus.  You might have existing staff doing work that makes more sense to offload, shifting them into a review capacity and freeing them up to assist in other areas of operations.  These are all strategic questions we’ll discuss as we explore the best way for Heartwood to contribute to your team.