Strategic Coaching for Next-Level Growth
Our elite coaches empower growth-minded leaders to maximize their potential and drive transformational results. Comprehensive business coaching, delivered through actionable growth plans that are specifically tailored to each client’s strengths and challenges fueled by our team of expert coaches and an arsenal of proven, best-in-class tools and methodologies.
No One-Size-Fits-Nobody Solutions or Rigid Cookie Cutter Frameworks Here
At Unite Advisors, we curate and leverage the world’s best frameworks, tools, methodologies, and insights from Rockefeller Habits™, Scaling Up™ Good to Great™, Pinnacle Business Guides™ to Special Forces – fusing them into custom game plans. We harness the fundamentals, then innovatively apply them to each client’s obstacles and ambitions.
Our experienced coaches help ambitious leaders achieve results through accountability, alignment, execution, and maximizing human energy by refining your vision, battle-testing your plans, and embedding rhythms into operations. We help maximize teamwork into market dominance.
Leveraging the Best Business Tools and Networks
Best-in-Class Business Coaching Services
We have business coaches in all disciplines, delivering functional guidance based on the unique needs of the different key roles and teams that make up your business.
Leadership Team Coaching
- Accelerate alignment – aligns executive teams around shared mission, values, strategy, and goals.
- Improve collaboration – help executive teams communicate openly, leverage differences, and work cohesively.
- Drive Accountability – defines roles and responsibilities and fosters a culture of collective accountability.
- Unlock potential – build critical leadership, strategic thinking, and decision-making capabilities in executives.
- Navigate Challenges – guide executive teams through organizational change, growth, and disruption.
Finance Coaching
- Develops Strategic Mindset – builds strategic leadership capabilities to guide decisions and drive growth.
- Sharpens Financial Acumen – elevate skills in forecasting, planning, insightful data analysis, and risk management.
- Improves Leadership Communication – strengthens influential communication and executive presence.
- Drives Change and Innovation – equip finance leaders to lead change and spearhead innovation.
- Promotes Partnering – enables finance executives to collaborate effectively across the C-suite and organization.
New and Emerging Leaders
- Prepares Future Leaders – gives emerging leaders the tools to successfully transition into leadership roles.
- Cultivates Strategic Thinking – builds big-picture thinking and business acumen to lead strategically.
- Develops Leadership Presence – Coaching strengthens communication, influencing, and emotional intelligence.
- Accelerates Skill Development – rapidly advances capabilities in decision-making, problem-solving, and resilience.
- Drives Leadership Identity – helps leaders align values and strengths to their leadership style.
- Promotes Continuous Learning – fosters agility, growth mindset, and change management skills to lead amid complexity.
Playbook and Process Optimization
- Captures Institutional Knowledge – Codifies policies, procedures, and best practices.
- Enables Consistent Execution for Predictable Results – Standardizes workflows for repeatable excellence.
- Optimizes Efficiency – Eliminates redundant work through clear documentation.
- Facilitates Scale and Growth – Creates replicable systems to expand seamlessly.
- Powers Accountability – Defines roles and responsibilities across teams.
Business Operating System Selection and Implementation
- Assesses Company Needs – evaluates strategic priorities, culture, and leadership to determine system fit.
- Provides Objective Insights – A third-party lens offers insights on strengths, pain points, and growth potential.
- Evaluates Options – compare systems and framework combinations to identify the ideal approach.
- Flexibility – maintains flexibility during implementation for real-time adaptations.
- Accelerate Implementation – Specialized guidance optimizes operating system results and strategic alignment.
Sales Coaching
- Drives Revenue Growth – Sales coaching focuses on achieving goals and equips reps with skills to increase sales and consistently crush quotas.
- Unlock Potential – A coach can assess each rep’s strengths and unrealized potential, then provide a customized plan to maximize their talent, elevate skills, and achieve peak performance.
- Develops Confidence – Continuous skills sharpening and positive reinforcement from coaches build unshakeable confidence in the sales team to execute at the highest levels.
- Creates Accountability – Reps receive objective, data-driven feedback on metrics and pipeline progress, enabling razor-sharp focus on the highest value activities to optimize results.
Agile and Software Engineer Team Coaching
- Accelerates team performance – Agile coaches build high-performing teams by teaching effective collaboration, continuous improvement, and productivity-maximizing techniques.
- Develops an agile mindset – Coaches work closely with teams to shift mindsets and ingrain agile principles like responding to change, customer focus, and team
empowerment. - Customizes implementations – Coaches tailor agile frameworks like Scrum and Kanban to team strengths and organization objectives through flexible, iterative approaches.
- Drives continuous improvement – Agile coaches encourage regular retrospectives, process analysis, and tweaking to improve team workflows, output, and morale incrementally.
- Promotes alignment – Coaches ensure alignment between teams and broader business objectives by translating desired outcomes into tactical execution plans.
Boards Of Directors - Facilitation, Coaching, and Advising
- Strategic focus – The board maintains a future-oriented, strategic mindset to guide the organization’s vision and direction.
- Alignment – Board members are aligned on the company’s strategy and their governance role. There are no conflicting agendas disrupting the board’s cohesiveness.
- Effective oversight – The board effectively oversees corporate performance, risk
management, financial reporting, auditing, executive compensation, and legal/regulatory compliance. - Talent diversity – The board composition represents a diverse mix of relevant skills, experiences and perspectives that add value.
- Leadership capabilities – Individual directors have critical leadership competencies like strategic thinking, financial literacy, communication and collaboration skills.
- Constructive dynamics – The board culture facilitates respectful questioning, open dialogue, and leveraging different viewpoints to make informed decisions.
- Results-driven – The board maintains a results-focused mindset that holds itself
accountable for the company’s performance and health
Executive Coaching - Transform Your Leadership
- Unlocks Leadership Potential – Coaches help talented leaders maximize their capabilities and lead powerfully.
- Accelerates Strategy Execution – Coaches equip leaders with focus and prowess to execute strategic priorities faster.
- Drives Business Growth – Coaches partner with leaders to set bold goals and exceed business objectives.
- Develops Elite Decisiveness – Coaches sharpen decision-making process for responding nimbly amid complexity.
- Promotes Transformational Leadership – Coaches prepare leaders to lead change confidently and transform their organizations.
Life Coaching
- Achieves Goals – A life coach partners with you to set ambitious goals and develop the mindset, accountability, and strategies to accomplish them.
- Finds Purpose – Coaching helps you gain clarity on core values, passions, and interests to build a life of greater meaning and fulfillment.
- Boosts Confidence – Coaches build self-confidence by identifying strengths, overcoming self-limiting beliefs, and fostering a growth mindset.
- Develops Potential – Coaching unlocks latent talents and equips you with skills to reach new heights of personal and professional success.
- Promotes Wellbeing – Coaches take a holistic approach to promote positive habits, balance and self-care for improved mental health and life satisfaction.
A good coach can change a game;
A great coach can change a life.
– JOHN WOODEN
By The Numbers
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Our Unique Process
One size doesn’t fit all—we don’t use just one business management system for all of our clients. Instead, we’re experts in all of the most popular frameworks, allowing us to work with you to select the right system for your needs. We’ll explore your biggest business goals, recurring challenges, and current organizational framework before recommending and implementing the best possible system for achieving your goals.
Beyond EOS™
The Entrepreneurial Operating System (EOS™) provides a solid foundation. We take you to the summit.
For companies seeking to move beyond EOS™’s fundamentals, our coaches possess insider expertise to meet you at your level and elevate your trajectory.
As former Certified EOS Implementers™, we appreciate its tactical execution strengths of Traction™. Yet even satisfied EOS™ grads thirst for more strategic rigor to get to the next level of growth. This requires going beyond textbooks to custom-fit tools and methodologies based on the company, the leaders and the goals we are trying to achieve.
Our framework-agnostic methodology fuses the best aspects of Rockefeller, Drucker, Collins, Lencioni and other masters with innovative techniques tailored for you. We build upon your EOS™ base, retain what propels your company, and eliminate what feels to rigid or limits your possibilities.
While EOS™ offers executional diplomas, our coaching earns you a bespoke graduate degree for peak performance. We equip you to guide your people and organization confidently to the summit and beyond. The top is now within reach, but only if you are ready to ascend.
Testimonials
Unite Advisors has been the perfect fit for Bootstrap as we have moved through the implementation of Traction for ourselves and our portfolio companies. They have great insight in how the process works and real world experience to be flexible and creative within the system. Glad to have them on our team!
CHRIS NG CASHINFounding Member, Bootstrap Advisors 
Unite advisors fully “gets” the EOS™ model and can quickly identify the optimal path to implementation. Since personalities can be challenging, Unite Advisors demeanor works well to put teams at ease and assists in “getting down to business”. I leave every session impressed with what we are able to accomplish.
Jay MelamedDivision Vice President & Founder, Prime Energy Group 
Unite Advisor's strengths include being able to quickly understand a business from the top down - identifying areas for improvement and problem solving, establishing priorities, and connecting local business leaders for symbiotic relationships.
Jamie MearesFounder and Creative Director, Furbish Studio 
Unite Advisors has added value to our company by providing a perspective and framework to get clarity on roles and responsibilities within the company.
Scott ClinePlato’s Closet 
Kyle and Unite Advisors are helping us work better as a leadership team and holding us accountable for moving the company forward. Additionally, it is helping our founder/visionary think more strategically and think about planning for the future of the company.
Jeff HuttoMoon & Lola 
Unite Advisors has added value to our company by helping us implement structure, strategize on short term and long term goals, and break down those goals into actionable to-dos.
JESSICA SWANEYFurbish Studio
Unite Advisors is an important advisor to our executive team at Tyton. They guided us through EOS™ implementation and added tremendous effectiveness to our enterprise. I eagerly anticipate the quarterly, all-day meetings in which Kyle works with us to assess past performance and establish clear company objectives for the upcoming quarter – these are hard to facilitate, and he knocks it out of the park every time. I also greatly appreciate Kyle's extensive executive experience both leading and building companies, and the informed advice he provides because of it. I hope that Unite Advisors will be available as an advisor and facilitator if I form another company in the future.
CONOR HARTMANCOO & VP of Business Development, Tyton BioSciences 
I had the pleasure of working with Unite Advisors for almost two years. The guidance and direction they have provided has been instrumental to the growth of our team and company. As a fellow entrepreneur, the perspective Kyle brings is invaluable. He's walked the walk and has the battle scars to prove it. He asks the hard questions and challenges assumptions. The breakthroughs and clarity we have gained through our sessions have been pivotal. If you're an entrepreneur that's not afraid to answer the hard questions and interested in creating transparency and accountability throughout your organization, Kyle is your guy.
Marc MillerCEO and Co-Founder, WalletFi 
I had the pleasure of working with Unite Advisors as our EOS™ implementer for nearly three years. The experience was nothing short of game-changing for our organization. When we first met, we had just gone through a period of tremendous growth and were in need of a more sound structure and plan for long-term growth. Kyle is never afraid to keep us on our toes and he has personally helped me identify many ways I was holding my own company back from growth through direct feedback and thought-provoking challenges. Our executive team is also stronger in how we deal with conflict together and many of the skills developed through his guidance and consultation have allowed us to be a much more cohesive leadership unit. I can't imagine Reunion Marketing's success being at the same point had we not crossed paths. Highly recommended.
Dave SpannhakeFounder | CEO, Reunion Marketing 
Unite Advisors has been a major asset to our company - helping us to stay laser-focused and accountable. Kyle knows all of the guys on the leadership team and runs his meetings accordingly. Since beginning EOS™ under Unite Advisors guidance, I feel that our company has more structure and attainable goals. I would highly recommend Kyle to guide any business in strategic planning and improving the organization.
Greg SullivanManager, Subsurface Construction Company 
Unite Advisors was our EOS™ Implementor at Reunion Marketing beginning in September 2017. They came in when we felt that we had hit a growth ceiling and were looking to take that next step as an organization. Kyle worked with us, challenged us, and held us accountable for solving many of the core issues that we faced as a company, and played a crucial role in us growing about 90% since we started working with him. He made our leadership team stronger and helped us grow as individuals and as a team. Kyle’s ability to help deconstruct issues down to their root causes is extraordinary, and he pushed us to face and solve many of the uncomfortable realities that were holding our organization back. He provided his own valuable insights and experiences and connected us with many like-minded people in our community.
Ryan Szwejbka, CPAPresident, Reunion Marketing
Kyle's confident and straightforward nature lends itself perfectly to coaching teams to achieve their potential. With Kyle in your corner, you will have the benefit of his experience building companies coupled with the best practices he's observed from his extensive network of high-achieving companies. With Kyle, you will exceed your ROI, and you'll become a better leader in the process. Thank you, Kyle, for all you've done for us at Tyton!
Peter MajeranowskiPresident, Tyton BioScience 
Unite Advisors did a masterful job helping us implement the EOS™ System while aligning our long-term vision & key priorities. We left with a needed a clear roadmap for future growth.
Greg DolanManaging Partner | Keen Strategy, LLC 
Having Unite Advisors manage the EOS™ process was one the best decisions in my entrepreneurial life. My business was fortunate to have terrific growth but that growth put enormous strain on people, systems, and cash. Bringing in Unite Advisors to lead the EOS™ process forced us to stick to a framework that allowed us to regain our sanity and propelled the business forward.
Charles DouthittFounder/CEO, Bum Dash 
I have greatly enjoyed the benefits of the EOS™ system. It has provided structure, a safe environment to provide feedback, accountability and unity within our executive team. Unite Advisors is well experienced and has great knowledge in facilitating leadership growth while implementing the EOS™ system. I highly recommend them for any company that is trying to get their organizations to the next step.
Aaron Hallstrom, PhD, LISACCCTS-I Clinical Director, Halo Community Services 
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Kyle has been the perfect fit for Bootstrap as we have moved through the implementation of Traction for ourselves and our portfolio companies. He has great insight in how the process works and real world experience to be flexible and creative within the system.
CHRIS NG CASHINFounding Member, Bootstrap Advisors
He fully “gets” the EOS™ model and can quickly identify the optimal path to implementation. Since personalities can be challenging, Kyle’s demeanor works well to put teams at ease and assists in “getting down to business”. I leave every session impressed with what we are able to accomplish.
Jay MelamedDivision Vice President & Founder, Prime Energy Group
Kyle's strengths include being able to quickly understand a business from the top down - identifying areas for improvement and problem solving, establishing priorities, and connecting local business leaders for symbiotic relationships.
Jamie MearesFounder and Creative Director, Furbish Studio
Kyle has added value to our company by providing a perspective and framework to get clarity on roles and responsibilities within the company.
Scott ClinePlato’s Closet
Kyle and Unite Advisors are helping us work better as a leadership team and holding us accountable for moving the company forward. Additionally, it is helping our founder/visionary think more strategically and think about planning for the future of the company.
Jeff HuttoMoon & Lola
Kyle has added value to our company by helping us implement structure, strategize on short term and long term goals, and break down those goals into actionable to-dos.
JESSICA SWANEYFurbish Studio
Kyle is an important advisor to our executive team at Tyton. He guided us through EOS™ implementation and added tremendous effectiveness to our enterprise. I eagerly anticipate the quarterly, all-day meetings in which Kyle works with us to assess past performance and establish clear company objectives for the upcoming quarter.
CONOR HARTMANCOO & VP of Business Development, Tyton BioSciences
I had the pleasure of working with Kyle for almost two years. The guidance and direction he has provided has been instrumental to the growth of our team and company. As a fellow entrepreneur, the perspective Kyle brings is invaluable. He's walked the walk and has the battle scars to prove it.
Marc MillerCEO and Co-Founder, WalletFi
I had the pleasure of working with Kyle as our EOS™ implementer for nearly three years. The experience was nothing short of game-changing for our organization. When we first met, we had just gone through a period of tremendous growth and were in need of a more sound structure and plan for long-term growth.
Dave SpannhakeFounder | CEO, Reunion Marketing
Kyle has been a major asset to our company - helping us to stay laser-focused and accountable. He knows all of the guys on the leadership team and runs his meetings accordingly. Since beginning EOS™ under Kyle’s guidance, I feel that our company has more structure and attainable goals.
Greg SullivanManager, Subsurface Construction Company
Kyle was our EOS™ Implementor at Reunion Marketing beginning in September 2017. He came in when we felt that we had hit a growth ceiling and were looking to take that next step as an organization.
Ryan Szwejbka, CPAPresident, Reunion Marketing
Kyle's confident and straightforward nature lends itself perfectly to coaching teams to achieve their potential. With Kyle in your corner, you will have the benefit of his experience building companies coupled with the best practices he's observed from his extensive network of high-achieving companies.
Peter MajeranowskiPresident, Tyton BioScience 
Kyle did a masterful job helping us implement the EOS™ System while aligning our long-term vision & key priorities. We left with a needed a clear roadmap for future growth.
Greg DolanManaging Partner | Keen Strategy, LLC
Having Kyle manage the EOS™ process was one the best decisions in my entrepreneurial life. My business was fortunate to have terrific growth but that growth put enormous strain on people, systems, and cash.
Charles DouthittFounder/CEO, Bum Dash
I have greatly enjoyed the benefits of the EOS™ system. It has provided structure, a safe environment to provide feedback, accountability and unity within our executive team.
Aaron Hallstrom, PhD, LISACCCTS-I Clinical Director, Halo Community Services
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Connect with our expert coaches today.
Unite Advisors is ready to guide you and your business to the next level of success. Let’s start the conversation to see how our approach and team of expert advisors can impact your business.
