Check Ups & Check Ins
Assess Your Situation.
You know things are not working the way you want them to, but you can't put your finger on the root of the problems. Is it my People? Is it my Processes? Is it my Products? Is it my Services? Is it my Financial Situation? Is it the Experience we are creating for our Customers? At UP we ask the right questions to get at the core of the issues so we can help get you back on the track to Healthy.
Change
Deep Dives
Coaching
Consulting
Transform Your Reality
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Digging Deep to Get to Know You & Your Business
We conduct a financial review, hold a 2 hour zoom call, share additional questions and then build a priority action item list that charts the course for our coaching and consulting journey.
Our Partnership Begins
We hold weekly calls over Zoom, with a defined agenda you have the opportunity to add to, accountability for completing action items, Agreed upon action items at the end of every call. Real traction toward achieving Growth & Freedom.
Working Together to Tackle Issues & Maximize Opportunities
Unexpected leadership changes can disrupt execution of your plans, make goals difficult to achieve and create enormous amounts of extra work for your team. When you can't wait until you hire a replacement, we will come on board on an interim basis and fill the leadership void. Roles we step into include: CEO, COO, CFO, VP of Operations and Director of HR.
Growth. Freedom. Community.
Working Together to Tackle Issues & Maximize Opportunities
Unexpected leadership changes can disrupt execution of your plans, make goals difficult to achieve and create enormous amounts of extra work for your team. When you can't wait until you hire a replacement, we will come on board on an interim basis and fill the leadership void. Roles we step into include: CEO, COO, CFO, VP of Operations and Director of HR.
Your Journey to Freedom
Discovery
Discovery Call. Vision. Issues. Opportunities
Business Deep Dive
Financial Review. Call. Action Items
Coaching
Weekly Calls. Priority Action Items. Accountability
Consulting
Hands on Help. Projects. Results
Growth, Freedom & Community
Businesss Growth. Freedom to Focus on What You do Best. Industry Focused Freedom Communities
Why Business Growth & FreeDom
At UP Advisors our focus is helping business owners Grow strong businesses that give them the Freedom to focus on what they do best and want most. We have worked with more than 180 businesses and almost universally, clients come to us looking for help in Growing their business in a way that enables them to achieve the Freedom they were seeking when they took the risk to start their business.
We Partner with and coach small and medium size businesses, because our experience has proven that it takes a team effort to drive growth and create true Freedom.
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Our mission to help 1,000 business owners achieve "Growth and Freedom", stems from our knowledge that most businesses start up with the best intentions and then fail at an alarming rate, partnerships break up with unnecessary frequency and too many businesses stagnate or grow with unhealthy components that create barriers to the Freedom they seek.
We aspire to come alongside business owners as a business partner, provide highly effective consulting and coaching services, create impactful business owner communities for businesses in industries and cities throughout the United State. We seek to help you build structure and strategies that drive true Growth & Freedom.
If we have the opportunity to engage with you, there are three things you can be certain of: 1) We will only offer to help if we believe we can truly make a difference 2) When we work with you we will be completely honest with you, we will not judge you and we will hold you accountable for taking action 3) Everything we say and do will be consistent with our five core values:
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Integrity. Do the right thing every time.
Seek First to Understand. Then be understood.
Generosity. Give of our time, resources and connections.
Commitment to Excellence. In all that we do.
Above & Beyond. Go the extra mile to deliver more than is expected.
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Our Leader's Journey
UP Advisors was founded and
is led by Rick English, MBA. After
22 years serving in leadership
roles including, Operations/HR
Manager, VP of Operations,
COO, CFO and CEO, Rick left his
Chief Executive Officer role to
pursue his passion of helping
businesses grow UP healthy. ​
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Throughout his life and career,
Rick has had an inquisitive mind. That inquisitiveness has proven helpful in all aspects of business, but especially when dealing with difficult people situations and driving meaningful change. So naturally, Rick has ensured that at Up Advisors we start all our engagements by asking a lot of questions to enable us to be the most effective partners we an be. Digging deep and "seeking first to understand" has proven over and over to be the best way to get our arms around challenges, identify issues and uncover opportunity areas to drive Growth and Freedom.
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"We look forward to learning about and helping you achieve your business Growth and Freedom goals.
~Rick


