News & Insights

As businesses grow from small to medium, and eventually to large, the responsibilities and skills required from founders and leadership evolve significantly. Within the EOS framework, this shift in roles is a natural progression as a business’s Vision, People, and...

As a Fractional Integrator specializing in law firms using the Entrepreneurial Operating System (EOS), I've seen my fair share of challenges in the legal industry. Today, I want to share a personal account of how I helped transform an estate planning practice,...

EOS Implementers are critical to EOS Implementations. The Implementer’s role is that of teacher, coach, and facilitator to help the company understand “how” to properly implement EOS. By working with an EOS Implementer, as opposed to doing it on your own, your company...

In the dynamic landscape of organizational management, visionaries and leaders seek effective methodologies to streamline operations, foster innovation, and achieve sustainable growth. One such methodology gaining popularity is the Entrepreneurial Operating System...

As a CPA, I have worked with many small/medium-sized professional service firms as their CFO. The one thing they all have in common is people issues. However, people are also the lifeblood of your business. So how do we solve this issue? When I discovered the...

In my continuing conversation Insights From Implementers, I asked Implementers with whom I have relationships about issues that get raised by my Clients. I asked three questions, and I’m grateful for the responses and the discussions I have had about them.

As a former small business owner, I adopted the belief that there are only two, big “issues” that slow down the growth of your business–people issues and process issues. Either you have the wrong person sitting in that seat or someone missed a step in the process which results in inconsistent execution. If ignored for too long, the unsolved issue will negatively impact your bottom line, in many ways.

In mid 2021, I reached out to the Implementers with whom I had relationships to ask for insights into issues I had been seeing in my assignments. As expected, they were generous, illuminating, and pointed regarding these issues, and I’m grateful for their answers.

The dynamic between Visionary and Integrator is critical to a successful Implementation. As part of launching Fractional Integrator Alliance in 2020, I researched the role by inviting all the North American EOS Implementers to connect with me through LinkedIn, in order to introduce myself, learn about their practices, and get advice about how the best Integrators help Visionaries get what they want from their businesses.