Helping Advisors and Entrepreneurs Build Stronger, More Sustainable Businesses

Partner with Systems Business Coach® to give advisors and entrepreneurs the practical tools, training, and support they need to improve planning, productivity, engagement, and long-term business sustainability.

Why loans alone are not enough

Across the world, new business owners often face gaps in skills, systems and support. These gaps affect long term stability, regardless of industry or background.

Many entrepreneurs also encounter systemic or structural barriers that make early stage business development more challenging. Loan programs are essential, yet only about half of new small businesses remain open after five years.

Owners who receive capital without the practical tools to manage cash flow, operations, pricing and team capacity often struggle to maintain momentum.

Capital is essential. When paired with coaching and systems, it leads to stronger outcomes.

Ontology :
Formula for Success

Foundational Business Competencies

Systems
Thinking

Appreciative
Inquiry

A Coach
Approach

Who We Partner With

We work with organizations that already serve small business owners and want to strengthen that support.

1. Accounting Firms

Your clients bring you the numbers. You see what is really happening behind them: cash flow pressure, unclear decisions, weak systems, people challenges, and owners carrying too much alone. Systems Business Coach^® gives your firm a practical way to support the business behind the books.

2. Banks and Credit Unions

Equip relationship managers and business advisors with coach training and business development resources that deepen client relationships, improve advisory conversations, and support stronger long-term business outcomes.

3. Economic Development Organizations

Provide business advisors, counsellors, and program teams with proven training curriculum, coaching frameworks, and structured development programming that supports entrepreneurs with and beyond the business plan.

4. Franchise Organizations

Create consistent owner development systems that strengthen franchisee capability, leadership, operational excellence, and profitability across your network.

5. Membership Organizations and Associations

Offer meaningful business education, workshops, and practical tools that help members build stronger, more resilient companies.

6. Corporate Entrepreneurship and Supplier Development Programs

Support founders, vendors, and small business partners with scalable curriculum and coaching resources that improve capability and performance.

Explore How Systems Business Coach® Can Support Your Entrepreneurs

A solution that strengthens your current programs

The Small Business Coach Training Business Development Program builds the capacity of agencies that deliver loans, grants and advisory support.

We give your staff and partners a clear coaching method and shared structure that strengthens the support around each funded business while you retain full ownership of relationships and outcomes.

WHAT THE PROGRAM PROVIDES

Training for advisors, loan officers and partner staff in the Systems Business Coach method

A shared framework of 52 core competencies grounded in real small business practice.

Practical tools for structured coaching, goal setting and progress tracking

A coaching approach that builds clarity, confidence and autonomous decision making in each business owner

Built on the Successful Small Business Systems Field Guide

The Successful Small Business Systems Field Guide is the foundation of our work. It organizes business development into the core areas every owner must learn to manage well: leadership, operations, finance, team, and marketing.

The Field Guide supports:

One framework, multiple ways to serve small business owners.

Licensed access is available through our coach training and small business owner development programs.

Talk With Us About Strengthening Small Business Support in Your Community

Outcomes you can expect

For entrepreneurs

• Greater clarity on priorities and next steps
• Stronger business systems and daily operations
• Better financial understanding and decision-making
• Increased confidence as a business owner
• Improved leadership and team effectiveness
• Clearer marketing and stronger customer focus
• Greater accountability and follow-through
• Reduced overwhelm through structure and support
• A healthier, more sustainable business
• More secure, meaningful employment for their team

For loan programs and portfolios

• A stronger chance of building a successful, sustainable business
• Greater clarity on priorities and next steps
• Stronger business systems and daily operations
• Better financial understanding and decision-making
• Increased confidence as a business owner
• Improved leadership and team effectiveness
• Clearer marketing and stronger customer focus
• Greater accountability and follow-through
• Reduced overwhelm through structure and support
• A healthier, more sustainable business
• More secure, meaningful employment for their team

For Economic Development and Entrepreneur Support Organizations

• Stronger advisor capability and confidence
• More meaningful conversations with entrepreneurs
• Greater entrepreneur engagement and follow-through
• A practical framework for consistent, high-quality business support
• Stronger relationships across your business community
• Better small business outcomes and greater long-term sustainability
• The reward of seeing local businesses become healthier and more sustainable
• Greater impact in the communities you serve
• A stronger reputation as a trusted small business resource