Our strategic planning retreats will help you “chart an exciting path forward!”


Workshop focused on building value and planning your successful exit


“We were deeply impressed by the smart questions you asked, the careful attention you paid, the useful discussion points you extracted, and the thoughtful, outcome-oriented way you moved us through our own set of aspirations, assumptions, and challenges, so that we might chart an exciting—and achievable!—path forward!”

The Strategy Renovation® Offsite

We have found that owners often need help “renovating” their strategy to address their current “pain points” and whatever is “keeping them up at night”.

ELP facilitates a one-half day offsite meeting focused on an owner’s current stress or pain points which might include:

  • Organizational clarity: mission, vision, values, strategic priorities

  • Current organizational structure and staffing issues

  • Growing revenue and profitability

  • Owner’s role in the business and the management team

  • Cash flow management and strategic priorities

  • Customer satisfaction

  • Product differentiation

The process includes a pre-meeting interview and post-meeting report with action plan.


The Life & Legacy Retreat

Most business owners regret selling their business within two years of of sale.

The Life & Legacy Retreat is 1.5 days in a relaxed environment with informal but focused conversations with an owner and their spouse (if applicable) pertaining to personal goals, mission, values, and their plan for life after the business. As part of the process, ELP provides pre-retreat questionnaires and produces a post-retreat report with action steps for a 90-Day Sprint.

$5,300 (does not include expenses)

The Partnership Charter

Whether you’re forming a new business, or you’ve been in business for many years and facing a transition, it’s the right time to use the Partnership Charter process to gain a deeper level of clarity about where you’re headed as partners. 

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