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P5 Baseline Assessment

A strategic diagnostic tool designed to evaluate how well your organization is aligned for growth, transition, or a potential sale.

B5 Assessment

A strategic tool built for high-achieving professionals who want to assess and optimize the core drivers of sustainable success: Brain, Body, Bucks, Bonds and Being

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The Power of Peer Roundtables It’s personal. I’ve been in your shoes. I’ve faced tough decisions, celebrated successes, and [...]

Why I Joined Optima Mergers & Acquisitions Joining Optima Mergers & Acquisitions was a pivotal moment in my career. [...]

The Power of Peer Roundtables Running a business can be isolating. The decisions are complex, the stakes are high, [...]

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