What We Do
The Institute is the certifying body for professionals (CPAs, wealth managers, lawyers, business growth experts, C-Level coaches, etc.) who want a standards based system for working with business owners desiring growth and organizational insight into any point in the business lifecycle. Results and possible prescriptions for improvement are backed up by 40 years of data. All of this is tied together in a world class technology platform making information accessible, reportable, easy and fast. Mission: Through business growth and planning excellence businesses and communities can become “evergreen” - offering financial stability the community can count on via work with individual businesses.
Blue - advisory, established, consultancy
Green - playing to the evergreen mission
Colors to Avoid:
Anything appearing “neon” or anything outside the norm of regularly accepted colors for business or professional services.