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For Advisors

The People Side of Value Acceleration

A CEPA® Partner for Human Capital and Owner Readiness

True Cycle combines CEPA® training in the Value Acceleration Methodology™ with deep expertise in leadership development, Human Capital, and Owner Readiness.

We collaborate with CEPAs and other professional advisors to help owners address the people-side gaps that can limit transferable value and transition readiness.

When to Refer

Bring True Cycle In When

Human Capital

  • Owner dependence
  • Leadership gaps
  • Weak accountability
  • Successor concerns
  • Difficulty transferring authority
  • Leadership teams not ready for greater responsibility

Owner Readiness

  • Difficulty stepping back
  • Reluctance to transfer control
  • Lack of confidence in successors
  • Uncertainty about a changing role
  • Identity or purpose concerns
  • Uncertainty about life beyond the business
People Readiness Assessment

One Assessment. Two Dimensions.

The True Cycle People Readiness Assessment helps identify Human Capital and Owner Readiness gaps that may be limiting transferable value or transition readiness.

Human Capital Readiness

Can the business create value without depending on the owner?

Owner Readiness

Is the owner ready for the business to need them less?

The PRA helps identify where the gaps exist and where the work should begin.

Referral Process

How We Work With Your Client

1

People Readiness Assessment

Identify Human Capital and Owner Readiness gaps.

2

Human Capital Workshop

Explore leadership, team, succession, accountability, and owner-dependence issues in greater depth.

3

Targeted Coaching

Owner Readiness Coaching, Leadership Gap Coaching, or both.

You stay connected throughout the process. Our role is to help diagnose and execute the people work while supporting the broader strategy you are building with the owner.

Reciprocal Referrals

Let's Build a Stronger Referral Network

Who in your client base might need True Cycle? Think about owners facing Human Capital or Owner Readiness gaps.

Who should True Cycle be referring to you? Tell us your ideal client, the problems you solve best, and the situations that should make us think of you.

No one advisor needs to do everything. The goal is to build relationships where we know when to bring each other in and can better serve the owner together.

Let's Connect
Explore how we can refer, collaborate, and better serve owners together.