Leadership and Sales Planning

Coaching helps leaders and salespeople to influence necessary change

Leaders and Sales team members help people move off status-quo. The concept is easy; develop your people, and they will lead and develop your business. We believe the best ROI for your business will be driven by investing in your people.

  • Leadership Identification and development: Imagine a proactive plan to identify, develop, and trust the right people to lead your business. How important is it you identify and hire the right people. The foundation for success is built upon patience to hire the right talent for the right role.
  • Developing your future and sale team leaders: Development requires that individuals are trusted to grow with new challenges. An important element of development is the willing delegation by current leaders to future leaders. It is helpful to understand that the delegation of duties is helpful to retain your future leadership.
  • Align your leadership and sales team with similar development: Leaders impact your culture and impact on your sales and marketing plans. We enjoy helping clients align the long-term succession planning for both leadership and sales teams.

How well have you planned for contingencies?

How does your succession plan bring family, employees, clients, and financial partners peace of mind in the event of a death or disability of a critical shareholder/employee? How important is it that your most critical employees understand how they fit into your leadership and ownership succession plans? We provide independent advice with your experience.

What Our Clients Say

I appreciate how Jim shares ideas and concepts to challenge my development

As part of the next-generation, I am thankful for the coaching and challenges that Jim brings. Jim cares about our Companies’ success and has been able to lean in and challenge me at the right time. I appreciate how Jim shares ideas and concepts to challenge my development. Jim has helped me learn that our current success driven by preparing future leaders and top performers. Thanks for continuing to challenge me.

John Gravlin

RE Lewis, Inc.

Jim’s experience, vision, and ability to navigate the processes proved to be priceless

My partner and I engaged Jim years before we negotiated the sale of our business. Jim prepared us for success by helping us identify, recruit, and develop our leaders and performers. He guided us through decisions that allowed us to negotiate from a position of strength. His experience, vision, and ability to navigate the processes proved to be priceless.

David Stroh

Former owner Wolin Mechanical Electrical Contractors

Helped us in building a highly functioning team

After my first meeting with Jim Immel many years ago I shifted my thinking completely. Jim helped me to focus on developing a healthy bottom line, building a highly functioning team, and diversifying my net worth. With Jim’s assistance I built the personal financial and business strength to execute the recent transition of leadership and ownership of our company.

Thomas D. Menold

Menold Construction & Restoration