Entrepreneurial guidance & help

Business Coaching

Designed to help you grow your business, address key business issues, and establish & pursue your strategic direction. Coaching provides guidance, accountability, and expert consultation in each key area of your business; strategic planning, marketing, financial, operations, and management. Build your ideal business and your desired lifestyle.

Your Business Coach

Joshua Escalante Troesh is a Tenured Professor of Business & Entrepreneurship and a Certified Financial Planner specializing in advising business owners. He has helped hundreds of entrepreneurs start and grow their businesses over the past two decades.

Josh’s initial career was in marketing, culminating in being a C-Level Vice President of Marketing & Business Development for a credit union. During his tenure, he brought the organization from zero growth in the years prior to his arriving to the top 0.5% of credit unions in the nation for both loan and member growth. (Top 50 out of 8,000 institutions).

Josh has owned multiple businesses in a wide variety of industries and is the founder of Purposeful Finance, a 501(c)3 nonprofit that provides free and low-cost financial planning resources to 100,000+ families each year. He has had significant success with many business, and one he lost half a million dollars on. He brings all that experience, both good and bad, to helping you build your better business and better entrepreneurial lifestyle.

How Coaching Works

Coaching combines a structured process with an organic approach to focus on what you’re facing. Each session, we'll work on the biggest challenges and opportunities facing your business. We'll also work through a structured process addressing every strategic aspect of your business each year.

Monthly Themes:

 

Q1: Strategic Planning

  • Jan | Vision, Brand, & Vital Few Goal Setting

  • Feb | Target Market & Environmental Scanning

  • Mar | Product Development & Distribution

Q2: Marketing Planning

  • Apr | Promotions, Advertising

  • May | Pricing

  • June | Sales & Sales Management

Q3: Operational Planning

  • Jul | Mid-Year Tax & Financial Adjustments

  • Aug | Operations & Time Management

  • Sep | Legal & Risk Management

Q4: Management Planning

  • Oct | HR & Organizational Development

  • Nov | Leadership & Motivation

  • Dec | Year-End Financials (Review & Planning)

 
 

Improving Profitability & Owner Compensation

  • Owner-centric budgeting and cash flow management

  • Financing, investor management, and debt management

  • Operations and process management

  • Tax planning for the business and the owner

  • Business risk management

Increasing sales & Growing Your Business

  • Target market identification and client acquisition & retention

  • Marketing, advertising, and public relations

  • Professional selling & sales management

  • Product & pricing strategy and development

Building Your Ideal Business & Lifestyle

  • Strategic vision development & execution

  • Executive & entrepreneurial coaching

  • Goal identification and prioritization

  • Hiring, training, and other human resources issues

And More

Monthly Coaching

As low as $350 per month for Monthly Coaching Sessions

Quarterly Coaching

As low as $200 Per Month For Quarterly Coaching Sessions