Coaching & Workshop Services
Key Learning Objectives
- Master the critical 5% that separates good companies from great ones through elevated standards of excellence.
- Learn to identify and leverage both visible growth levers (people, strategy, execution, cash) and invisible ones (trust, energy, resilience).
- Discover how to build sustainable success by balancing ambitious growth with leader wellbeing.
- Develop strategies to cultivate trust as the foundational element of scalable business transformation.
- Create powerful alignment between systems/processes and the human elements that drive real growth.
Workshop #1: 1-on-1 CEO & Team Coaching
It’s not enough to be a visionary — you need a trusted partner who challenges your thinking and sharpens execution. David works directly with CEOs and leadership teams to align strategy, culture, and performance for sustainable scale.
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Group Workshop #2 - Financial Alchemy
(1/2 day or full day)
This workshop equips leadership teams with the financial tools, frameworks, and habits to support sustainable growth. You'll learn how to make data-driven decisions, improve capital efficiency, and gain alignment between finance and strategy — all grounded in clear financial principles
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Strategic M&A Advisory to Acquisition & Exit Coaching
Strategic planning with buyer identification and seller targeting, valuation preparation, negotiation guidance, and due diligence frameworks. Providing hands-on support throughout the acquisition or exit process, from deal structuring to integration planning. We focus on alignment, value creation, and long-term scalability
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