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You're Building Something Big. We'll Help You See It Clearly!
We combine the proven Scaling Up® framework with financial insight to help $5M–$20M companies gain clarity, align their teams, and scale sustainably.
Problems We Help You Solve
Overwhelmed Team
Your staff is drowning in day-to-day tasks with no bandwidth for strategic work.
Uncertain Decisions
You're not confident you have the right insights to make critical growth decisions.
Strategy Misalignment
Departments are operating in silos, creating inefficiencies and missed opportunities.
Talent Shortage
Struggling to attract, hire, and retain the right talent to support your growing operations.
Inconsistent Customer Experience
Scaling rapidly without a solid customer experience strategy leads to dissatisfaction and churn.
Founder Burnout
Founders are overwhelmed by increased responsibilities, leading to exhaustion and decreased effectiveness.
Operational Bottlenecks
Existing processes and systems are not scalable, causing inefficiencies and hindering further growth.
Toxic Team Dynamics
Workplace drama and interpersonal conflicts distract teams and erode productivity, hindering overall business growth.
Lack of Communication
Missing established meeting rhythms, regular check-ins, and structured communication systems lead to misaligned teams and uninformed decisions.
Growth Has Plateaued
Companies hit a ceiling and can't seem to break through to the next level, often due to outdated strategies, market saturation, or lack of innovation.
Issues with Prioritization
Teams struggle to focus on what matters most, spreading resources too thin across too many initiatives, or constantly shifting priorities without clear frameworks for decision-making.
Coaching Methodologies & Frameworks
Our coaching programs leverage proven methodologies and frameworks to provide a robust, adaptable structure for growth. We ensure clients benefit from best practices, driving measurable business outcomes and continuous improvement.
Scaling Up Methodology
Based on Verne Harnish's framework, Scaling Up guides organizations through four critical decisions: People, Strategy, Execution, and Cash.
Cash Flow Story and the Power of One Framework
This framework emphasizes the profound impact each individual has on collective success.
Other Proven Leadership Tools
We integrate diverse leadership development techniques tailored to specific challenges.
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The Scaling Up Four-Decision Framework
People
Getting the right people in the right seats is the cornerstone of any successful venture, ensuring your team is engaged and effective.
Strategy
Crafting a compelling strategic position that clearly differentiates you in the market provides the blueprint for sustainable growth and competitive advantage.
Execution
Building the discipline to execute flawlessly on priorities ensures that your strategic vision translates into tangible, consistent results every time.
Cash
Accelerating cash flow fuels sustainable growth, providing the necessary resources to invest, innovate, and thrive even amidst market fluctuations.
Cash Flow Story and the Power of One
The Power of One is an elegantly simple yet powerful framework that demonstrates how small improvements across key business drivers create exponential growth. We help you identify your critical levers:
Improving Price by 1%
Increasing Volume by 1%
Reducing Cost of Goods Sold by 1%
Reducing Overhead by 1%
Reducing AP days (Accounts Payable days) by 1 day
Reducing AR days (Accounts Receivable days) by 1 day
Reducing Inventory/WIP (Work in Progress) Turnover by 1 day
When combined, these modest improvements compound to create dramatic results. This is a way that can result in 1% + 1% + 1% = 19% This approach makes growth tangible and achievable rather than overwhelming.
Coaching Services We Offer
Our tailored coaching solutions enhance performance and drive sustainable success for individuals, teams, and organizations. We partner to identify needs and implement strategies for measurable results.
One-on-One Executive Coaching
This personalized program accelerates individual leader development. We refine strategic thinking, decision-making, and leadership presence to navigate challenges and seize opportunities.
Leadership Team Coaching
Designed for executive teams, this service cultivates high-performing collective leadership. We improve team alignment, communication, and decision-making, transforming leaders into cohesive, impactful units.
Ad-Hoc Engagements
These focused, project-based engagements help organizations identify fundamental values, purpose, and strategic direction. We facilitate deep dives into core identity and strategic alignment, offering targeted support rather than ongoing coaching relationships.
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An Example Engagement Timeline
Our standard engagement model provides a structured yet flexible framework to ensure consistent progress and deep partnership.
1
Month 1-2: Initial Discovery & Deep Dives
We start with a comprehensive assessment: diagnostics and 1-on-1 sessions with key leaders.
2
2-Day Kick-off: Strategic Alignment Workshop
A focused, intensive two-day workshop with your leadership team. We clarify your vision, define strategic priorities, and align on critical objectives.
3
Monthly CEO Coaching Calls
Regular, focused coaching calls with the CEO (or senior leader) provide continuous guidance and ensure progress towards strategic goals.
4
Quarterly Leadership Team Meetings
Facilitated quarterly meetings review progress, celebrate wins, address roadblocks, and adapt strategies.
5
Annual 2-Day Strategic Refresh
An intensive annual summit to review past performance, refine long-term strategies, and set ambitious targets for the year ahead.
Beyond these structured touchpoints, we remain available for ad-hoc calls with the CEO as needed.
What Success Looks Like
When leadership teams work with Huntward Advisors, transformation doesn't happen overnight—but it does happen consistently, visibly, and sustainably. Here's what our clients should expect as they progress through our coaching engagement:
Aligned Leadership
Executive team unified, productive meetings, efficient decisions.
Clear Priorities
Focus on what matters, avoid distractions, move the needle.
Confident Execution
Consistent goal achievement, accountability, building momentum.
More A Players
Attract, retain, and develop top talent.
Financial Clarity & Cash Flow
Clear financial visibility, improved cash flow, data-driven growth.
Greater Leadership Capacity
Leaders reclaim time for strategic thinking and growth initiatives.
Who We Serve
Huntward Advisors partners with purpose driven leaders at critical growth inflection points. Our coaching delivers maximum impact for:
Founders and CEOs
who know their company is capable of more but are struggling to unlock that potential
Leadership Teams
that are talented individually but haven't gelled as a high-performing unit
Scaling Companies
between $5M and $20M in revenue navigating the complexity that comes with growth
Second-Stage Entrepreneurs
who've proven their concept and are ready to build a truly scalable organization
Companies in Transition
facing market shifts, competitive pressure, or internal restructuring that demands strategic clarity
Companies that Have Plateaued
and growth has stalled, but know the potential to continue their growth trajectory is still there
What Our Client's Have in Common
Our clients share common characteristics with us, making them ideal partners for successful coaching engagements.
Intellectually Curious
They're intellectually curious.
Willing to be Challenged
They're willing to be challenged.
Value Honest Feedback
They value honest feedback.
Committed to Work
They're committed to doing the work required for transformation.
Not Seeking Quick Fixes
They're not looking for quick fixes or magic bullets.
Value Discipline & Partnership
They understand that building a great company is a journey that requires discipline, patience, and partnership.
Our Coaching Philosophy
Our executive and leadership coaching philosophy delivers lasting, transformative impact. We believe true development is a journey built on trust, practicality, and tailored support.
Partnership-Based Approach
We partner with clients, fostering trust and respect.
Practical Application Over Theory
We focus on actionable strategies and tangible outcomes.
Customized to Your Unique Context
Every organization is unique, so our coaching is meticulously customized.
Sustainable Change, Not Quick Fixes
We cultivate deep-rooted, sustainable change, embedding new behaviors and systems.
Commitment to Long-Term Success
Our dedication extends beyond immediate improvements. We provide ongoing support and strategic insights for sustained success, helping you confidently navigate future challenges. This long-term partnership approach ensures that the capabilities we build together continue to serve your organization well beyond our formal engagement, creating lasting value and sustainable competitive advantages.
Ready to Move Forward?
Schedule a Discovery Call
Let's explore whether we're a good fit. In 30 minutes, we'll discuss your current challenges, your goals, and how our coaching approach might help. No pressure, no sales pitch—just a genuine conversation about your leadership journey.
Receive Custom Insights
Based on our conversation, we'll share tailored observations about opportunities we see for your team and organization. You'll walk away with value regardless of whether we work together.
Begin Your Transformation
If it feels right for both of us, we'll design a coaching engagement that fits your needs, your timeline, and your goals. Then we get to work—together.
Explore How We Can Help
Book your discovery call today and take the first step toward aligned leadership, clear priorities, and teams executing with confidence.
Prefer email? Reach us at info@huntwardadvisors.com
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Empowering visionary leaders with clarity to scale sustainably
Huntward Advisors | Executive & Leadership Team Coaching
Growth is challenging. Leadership is demanding. But with the right clarity, alignment, and execution discipline, your team can achieve extraordinary things. We're here to help you build the capabilities that make sustainable scaling possible—one strategic conversation, one aligned decision, one executed priority at a time.
Your next chapter of growth starts with a single conversation. We'd be honored to be part of your journey.
Kevin Morelli is a Scaling Up Certified Coach CPA, CFA, and dedicated to helping founders gain critical business visibility. With a robust background in finance and startups, he brings a unique blend of analytical rigor and strategic insight to his executive coaching practice.
Kevin is passionate about empowering purpose driven leaders to achieve sustainable growth and scale their organizations with clarity.