Freedom Summit Consulting LLC

Background

Freedom Summit Consulting LLC, established in 2021 and headquartered in Post Falls, Idaho, is a boutique consulting firm dedicated to assisting closely-held businesses in navigating leadership transitions, strategic planning, and operational enhancements. The firm's mission is to empower business owners to achieve financial independence, develop effective teams, and establish lasting legacies. Operating within the business consulting industry, Freedom Summit Consulting holds significance for its tailored approach to addressing the unique challenges faced by small to mid-sized enterprises.

Key Strategic Focus

The company's strategic focus encompasses several core objectives:

Leadership Transition Planning: Guiding businesses through the complexities of leadership, stewardship, and ownership transitions.

Strategic Clarity: Assisting in the development and implementation of clear strategic plans.

Operational Efficiency: Enhancing process effectiveness and team performance.

Cost Reduction: Identifying and implementing solutions to reduce overhead expenses.

Leadership Development: Cultivating the next generation of business leaders.

Owner Coaching: Supporting owners in stepping away from daily operations while ensuring business continuity.

Financial Readiness Assessment: Evaluating owners' personal financial preparedness for business exit.

Estate and Philanthropic Planning: Assisting in the development and execution of estate, legacy, and philanthropic goals.

Advisor Coordination: Sourcing and coordinating a team of trusted advisors to execute exit plans aligning with personal, business, and financial objectives.

These objectives are achieved through a structured process that leverages:

1. Client Expertise: Utilizing clients' industry-specific knowledge to build upon past successes and address challenges.

2. Professional Experience: Drawing upon the firm's professional experience and the expertise of FocalPoint colleagues.

3. Best Practices: Implementing best practices from world-class business leaders via FocalPoint's proprietary program, created by Brian Tracy, which offers business principles, strategies, tactics, tools, and systems.

Typical outcomes include improved business skills, enhanced cash flow, growth, higher-performing teams, and a healthy business poised for successful exit, leading to greater personal satisfaction for clients. The firm guarantees a substantial return on investment for its services.

Financials and Funding

As a privately held company, specific financial details and funding history for Freedom Summit Consulting LLC are not publicly disclosed.

Pipeline Development

Freedom Summit Consulting LLC offers a range of services tailored to the needs of closely-held businesses, including:

Strategic Business Review: Conducting industry comparative benchmark analyses to provide insights into business performance relative to competitors.

Exit Planning Analysis: Providing clear assessments of business and personal financial situations to inform exit strategies.

Value Building: Offering one-on-one and leadership team coaching to identify challenges and opportunities within organizations.

These services are designed to deliver measurable improvements in business performance and owner satisfaction.

Technological Platform and Innovation

Freedom Summit Consulting LLC differentiates itself through its structured consulting process, which integrates:

Proprietary Programs: Utilizing FocalPoint's proprietary program, created by Brian Tracy, which sources business principles, strategies, tactics, tools, and systems.

Best Practices: Implementing best practices from world-class business leaders to guide clients through transitions and strategic planning.

This approach ensures that clients receive customized solutions grounded in proven methodologies.

Leadership Team

The firm is led by Keith Atneosen, who serves as the Principal and Family Business Advisor. As a Certified Exit Planning Advisor (CEPA), Atneosen brings extensive experience in guiding business owners through leadership transitions, strategic planning, and operational improvements. His expertise is instrumental in helping clients achieve their personal, business, and financial goals.

Leadership Changes

There are no publicly disclosed recent changes or appointments within the company's leadership team.

Competitor Profile

Market Insights and Dynamics

The business consulting industry is characterized by a diverse range of firms offering services such as strategic planning, operational improvement, and leadership development. The market is competitive, with numerous players catering to small and mid-sized enterprises seeking guidance in business transitions and growth strategies.

Competitor Analysis

Key competitors in the business consulting space include:

Strategic Business Services: Based in Boise, Idaho, this firm offers business consulting and accounting services, focusing on business transformation and process management.

Warm Springs Consulting LLC: Also located in Boise, Idaho, this company provides business consulting and HR consulting services, emphasizing business transformation and strategy development.

Summit Consulting: A Washington, D.C.-based analytics advisory firm specializing in guiding federal agencies and financial institutions through complex analytical challenges.

These competitors offer a range of services that overlap with those of Freedom Summit Consulting LLC, contributing to a dynamic and competitive market landscape.

Strategic Collaborations and Partnerships

Freedom Summit Consulting LLC collaborates with FocalPoint, a world-class proprietary program created by Brian Tracy, to source business principles, strategies, tactics, tools, and systems. This partnership enhances the firm's ability to deliver comprehensive and effective consulting services to its clients.

Operational Insights

In relation to major competitors, Freedom Summit Consulting LLC's distinct competitive advantages include:

Tailored Approach: Focusing on the unique needs of closely-held businesses, offering personalized solutions.

Structured Process: Implementing a structured consulting process that integrates client expertise, professional experience, and best practices.

Guaranteed ROI: Providing a money-back guarantee on the investment in services, ensuring substantial returns for clients.

These differentiators position the firm as a valuable partner for businesses seeking effective transition planning and strategic growth.

Strategic Opportunities and Future Directions

Looking ahead, Freedom Summit Consulting LLC is poised to:

Expand Service Offerings: Develop additional services to address emerging needs of closely-held businesses.

Strengthen Partnerships: Enhance collaborations with industry experts and organizations to broaden the firm's capabilities.

Leverage Technology: Incorporate advanced technologies to improve service delivery and client outcomes.

By building upon its current strengths and exploring new opportunities, the firm aims to solidify its position as a leading consulting partner for closely-held businesses.