The PBC Relationship Model: Coaching Process

  1. Lender refers troubled client to PBC.
  2. PBC assesses the business and its ownership by looking at finances, effectiveness, key behaviors and processes.
  3. Findings are shared with the business and the Lender and new common goals are established.
  4. PBC works with the business on improving financials, operations and/or improved owner effectiveness.
  5. A 360-degree health report is provided for the business and the Lender to review progress toward goals bi-annually.
  6. Surveys are completed by both the business and PBC and provided to the Lender at the end of each engagement.

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