Our Framework
Our process is straightforward but powerful.
SURVEY
Understand desired outcomes
Understand current state
Top notch assessment tools
DESIGN
Create the future design
Collaborate with you and your team to create the blueprints and put the scaffolding in place
BUILD
Collaborate during process of building
Reference the future design to ensure the building activities are creating the desired outcomes
Ease the Burden, Embrace What's Possible
Discover how Liberated Leaders helps business owner operators and CEOs maximize the 80% of business value trapped in intangible capital. See our proven process and real company transformations in action.
Transform From Trapped Operator to Value-Creating Owner
Are you spending 90% of your time working IN your business instead of ON it? You're not alone. Most small business owners become trapped operators—proud of being indispensable but limiting their company's growth and their own freedom.
Preserve your options
As success architects, we work with founders and company leaders to (1) identify their baseline wealth metrics and long-term vision; (2) develop a plan shape ambiguity into possibility, and then (3) build a framework, accountability mechanisms, and team of players (e.g., financial planners, CPAs, attorneys, specialty consultants) to bring their vision to life.
Our Approach
Phase 0: Fit Study
Liberated Leaders believes that a baseline of a personal, financial, and business assessment correlated to the business Range Of Value empowers business owners with critical information and perspective for subsequent decision making.
Phase 1: Survey
Liberated Leaders begin each assignment by getting a clear picture of your company’s current state.
Through conversations with your team, analyzing your data, and observing how things work, we get to know your business processes, how people work together, your company culture, and what you're aiming to achieve. This honest look helps us spot what's working well and what needs attention.
Phase 2: Design
Using what we learn from the assessment and your vision for growth, we work together to create a practical plan of action. We pinpoint the most important things to tackle first—the changes that will improve operations and help your business grow. You'll get a clear roadmap with specific goals, timeframes, and who's responsible for what.
Phase 3: Build
Your advisor works alongside your leadership team in 90-day sprints to execute the strategic roadmap. We take a hands-on approach to implement improvements, optimize processes, and develop your team. Each sprint concludes with measurable outcomes and adjustments for the next cycle, ensuring continuous progress toward your company excellence goals.
Trust is earned
The Liberated Leaders team earns its way into your circle of trust and demonstrates value through three phases of engagement: Survey, Design, and Build. Engagements typically evolve from project-based to retainer-based, delivered in 90-day sprints.
