Executive Planning Service

The Leadership Research Institute (LRI) is a global consulting and executive development firm based in Rancho Santa Fe, CA. They specialize in providing a wide range of services including leadership talent development, credibility enhancement, emotional intelligence, performance solutions, and improving team dynamics. With a team of experienced professionals, LRI works closely with clients across industries to guide organizations towards measurable goals and enhance their performance potential. At LRI, they believe in continuous learning and strive to be strong educators and advisors. They identify growth opportunities and help clients achieve their goals by challenging old habits and adapting to changing circumstances. With a focus on building partnering relationships, LRI holds their client partners accountable to their own goals and supports them through any challenges or marketplace turbulence. Their team consists of international professionals with expertise in leadership development, organizational transformation, executive coaching, and more, ensuring a comprehensive approach to helping clients succeed.Generated from the website

Seg Capital Advisors LLC is a Solana Beach-based company that offers expert guidance on smart pricing for higher ARR and valuation. They provide services such as M&A process, research resources, webinars, and market maps, with a team of experienced M&A advisors who take the time to understand every aspect of a company and industry, positioning clients well among their deep network of buyers and investors, and aggressively negotiating top-tier valuations. With a creative, honest, and no BS approach to mergers and acquisitions, Seg Capital Advisors aims to transform the lives of their clients and empower them to be a force for good in their communities. They have successfully advised various B2B software companies in strategic sales and majority exits, helping them achieve exceptional valuations and successful outcomes.Generated from the website

Delphi Private Advisors is a San Diego-based financial advisory firm that offers personalized investment solutions to individuals and businesses. With a team of experienced advisors, they provide comprehensive wealth management services and strive to help clients achieve their financial goals. As a registered investment adviser, Delphi Private Advisors is committed to providing transparent and trustworthy advice, ensuring that clients' interests are always prioritized. With a focus on building long-term relationships, they offer tailored strategies and guidance to navigate the complexities of the financial market.Generated from the website