Areas of Expertise
Don't learn as you go. Go Limit Up.​
Creating a Pitch Deck, Knowing your Numbers, and Raising Millions
Raising money for the next big thing is daunting. Get tips and tricks to illustrate how great the opportunity is for potential investors.
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Build off available templates to tell your company's growth story.
Understanding How Your KPIs Stack Up Against the Competition
Whether you are running a 20-year old brokerage or managing a start-up, understanding how your KPIs stack up against your competition is valuable to know both where you have advantages and where further work is needed.
Understand the Right Price to Buy or Sell a Brokerage
Obtain an expert valuation analysis on your business or the one you would like to acquire. Save thousands in the due diligence process by working with a boutique advisor who is a specialist in the brokerage business.
How to Interview When You're the Last Round
Attracting and interviewing your executive team is time-consuming and high-stakes. Learn a proven methodology (the "SOAR methodology") to truly understand the capabilities of your candidate. when interviewing candidates.
Working the board of directors can be intimidating. Many times you are younger and or less experienced. What slides should you present? How do you present bad news? How do you illicit feedback without appearing weak or indecisive? Get help on navigating the most important meeting of the month.
Where, When, and How to Run C-level Comms
An often under appreciated skill, effective communications is important. Your investors, your board, your team, and your customers are watching and listening. Write shareholder newsletters, company updates, inspiring enterprise-level comms with ease. See recommended formats that have been used in various situations.
How to Get There and How To Stay There
Whether you are an aspiring CEO or one that is new in the role, work with Go Limit Up to both provide you context to your highs and lows but also to talk about what's important and help you sift through what matters and what does not.
Learn the 5 Performance Gaps to Coach Your A or B-players
There are 5 core reasons a staff member's performance will wane. Get the guidebook on professionally coaching your team and learn how to recognize which performance gap is taking place - and then - how to address it.
Don't learn as you go. Go Limit Up.​