Product Overview

Personal Goal Setter™ Small Business Advisory Toolkit The Wally Interview Consultation™ Targeting Business Results™ (TBR)

Personal Goal Setter™ reviews the personal finances, business value and quality of life situation of the owner and identifies the owner’s key goals related to changing their lifestyle and transitioning out of the business.

It allows you to conduct an honest and open session with the client to determine:

• Personal objectives
• What they want out of their business
• When they want to transition out
• The session commences with questions and answers in a structured workshop.

From this you can develop and analyse the report, develop a statement of personal goals and finally use the project planning tool to manage action steps for any initiatives identified during this phase of the coaching process.

A portfolio of best practice checklists, self-assessment questionnaires and modifiable form templates related to business processes.

Using best practice checklists you can borrow from the best current knowledge and modify it to suit your particular client’s circumstances or use just those that fit their situation.

Best practice questionnaires can provide a diagnosis of a current situation and offer a range of suggestions for improving their business practices.






A one-on-one interactive consultation with Wally, a small business success story. Wally tells of his journey from bird seller to millionaire business owner by candidly discussing the lessons he learned along the way.

The Wally Interview Consultation™ gives you an immensely powerful resource to inspire your clients and prospects with ideas for growing their business and improving their quality of life.

Preview The Wally Interview

This product shines the spotlight on business performance using three distinct modules. Business Performance Review, Profit Improvement Potential and Productivity Analysis. 

This unique, Windows based software allows you to analyze key financial elements relating to the overall health and performance of your client’s business. It lets you view the business holistically, looking at overall trends, setting performance goals and identifying how your business development services can help your clients achieve their goals.