Advising and Executive Coaching
Leading an innovative organization will test your limits: board, investor, and team relations; uncertainty or crises; scaling, pivoting, or downsizing; even balancing demands at work while remaining connected with loved ones. You must achieve and sustain authenticity and peak performance to guide your team through milestones that create value. Business challenges change every day and can intersect with your personal life. Alan’s clients benefit from his understanding of the pressures they face and the business context that shapes their work. He helps you define and accomplish your requirements for success. Ultimately, it is your vision, needs, and values that matter.
Alan is certified by the Coaches Training Institute, the International Coach Federation, and the Myers-Briggs Training Institute.
Leadership Assessments
How do your board and employees perceive you? Are you fully utilizing your strengths and addressing weaknesses in a thoughtful way? These questions lie at the heart of leadership. A CEO has so many demands on his or her time that they often fail to understand themselves and their impact on others. Drawing off his background in psychology, and offering tools and assessments — such as 360° surveys, Myers-Briggs, and others — Alan can help you gain a greater understanding of your executive qualities as the basis for a leadership development plan. As you and Alan discuss the results of these tests, he leads you through a comprehensive action plan that helps you chart the work ahead for you and for the company.
Rapid Market Testing
You can’t afford to be off-track while navigating a complex and competitive landscape. But in healthcare, market complexity often hides crucial information, forcing late adjustments to business strategies, products, and messaging. A second opinion that pressure tests your hypothesis can avoid mistakes — the kind of mistakes that cause costly, delayed revisions to your business plan. With his decades of experience navigating this landscape, Alan can work with you to get a clearer view from the right stakeholders and experts through a structured, independent, and high-speed validation process.
Growth and Turnaround Plans
Decisions that involve scaling, repositioning, or reorganizing a company impact value creation and can even put the company’s survival at risk. It’s not always clear “if, how, and when” to act — let alone the hurdles required to achieve team and board alignment. Given these risks, an experienced, independent perspective can complement current thinking with a candid assessment of the strategy and the team. As a founder/CEO, interim general manager, and a director, Alan has worked with companies to clarify and achieve objectives while minimizing risk.
Investor Presentations and Preparation
As an investor and corporate acquirer, Alan knows how an imperfect deck and pitch can impact how others view you and your company. Over the years, he has reviewed more than a thousand pitch decks. He has also raised capital from angel and institutional investors. Ineffective decks either convey that CEOs don’t understand their company’s value proposition or do not take pride in their work. Alan will coach you on how to make a presentation that delivers. His presentations tell your story about the company and the value proposition that move seamlessly forward. Working with his graphics team, Alan will help you structure a clear and compelling presentation, and coach you on delivery. He will also practice the Q & A with you so that you are fully prepared.