Management Insight & Consulting for Small Companies

Get in touch with us

Entrepreneurship and running a small company can be one of the most rewarding experiences of a lifetime – but it doesn’t always feel that way.  Wouldn’t it be nice to have a trusted advisor to help you navigate business challenges and opportunities with clear, practical solutions?

Advising

We are here to help with big issues like these.

They are critical and while not all big issues are existential, getting them wrong can add up. So, getting clear, experienced, and unbiased input can provide the peace of mind that you are giving it your best.

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Should I sell my business? 

Should I bring on a partner? 

Should I purchase my competitor? 

What position should I hire for next? 

Should I invest in a new product line? 

How do I grow my business? 

Consulting

As a business leader, you’re often busy putting out fires and could use an extra set of hands to help with important initiatives and projects.

We can help. Whether it’s a single project, like developing a business plan, improving your financial reporting, documenting key processes or an ongoing need with operational support or fractional management, we will develop a cost-effective program to meet your needs and lighten your load.

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Here’s How it Works

Single Project Support

We will meet with you to scope the project, then will provide a detailed proposal for your needs. The proposal will typically include a not-to-exceed estimate of hours and we will bill you monthly for the project hours used until the project is complete.

Fractional Management and Outsourced Operational Support

We will determine with you the level of difficulty and weekly/monthly hours needed to support your needs. We will then provide either an hourly rate or monthly fee proposal. The first few weeks may require additional hours for ramp-up and orientation for the required responsibilities.

ClearPoint Service Packages

We have pre-built service packages to address the common needs of small companies related to strategic planning, financial reporting, policy & procedures documentation and more.

Coaching

Business success relies on its key leaders performing at their best. Our structured business coaching will work on both heart and mind to focus energy, assist with goal setting and priorities, provide accountability, challenge unproductive thought processes, and to offer encouragement.

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How We Can Help

New emerging leader in a family company can benefit from leadership training to shape company culture, inspire staff, maintain accountability, and prioritize company success.

Talented and entrepreneurial leader needing focus and organization skills to meet goals.

Company moving to the next level requiring leadership growth to meet new challenges.

Key leader needs help recovering from a performance loss or critical failure.

Company needing a culture shift to hire and retain great staff.

PE firm wants access to business coaching across its portfolio.

Here’s How it Works

We have business coaching packages available to meet your needs and budget. 

Outline packages here
What our clients are saying

Tony listens attentively to my concerns and challenges and provides me with valuable insights and strategies to overcome them. I’ve gained a lot of clarity and focus, which has helped me achieve my goals faster and more efficiently. Tony’s mentorship has also helped me improve my communication and leadership skills. He’s taught me how to communicate effectively with my team and clients, which has improved our relationships and productivity. Overall, I’m grateful for Tony’s guidance and support. He’s not only helped me grow my business but he’s also helped me become a better person. I highly recommend him to anyone who’s looking for a mentor to help them achieve their goals and improve their life.

Chaz I.
apparel company

Thank you very much Mr. Baumgartner! You’re truly an amazing person and I’m very thankful to have met you. It is going to be incredibly valuable for me to have a business mentor!

Richard W.
construction business

Tony is an excellent advisor who has successfully coached me on growing my consulting practice. His wide-ranging knowledge and connections are super helpful in navigating the challenges of growing a business. Whether you are getting started or want to continue growing your company, I recommend him highly!!

Randy B.
law firm consultant