The document outlines guiding principles emphasizing the importance of employees as the foundation for company success, advocating for a culture where employees act like owners and prioritize innovation. It stresses the need for continuous learning, meeting deadlines, open communication, and a commitment to profitability to ensure both employee satisfaction and client delight. Ultimately, it encourages a proactive and strategic approach to business operations.

1. The Guiding Principles of

2. Without happy and prosperous employees,
our firm will never be able to surprise and
delight our customers. Employees first, clients
second, and the officers third.

3. Building a business is an “all hands on deck”
type of endeavor. We expect our employees to
keep the well being of the company and our
peers at the forefront.
ACT LIKE AN OWNER &
YOU WILL BE TREATED
LIKE AN OWNER

4. Our professional life should be rewarding, engaging, challenging, and
leave you with enough in the tank every day to spend time with your
loved ones. Passionate people are successful people and profitable
companies are built on passion.
Lets face it,
life is too
short to spend
your time not
enjoying your
work.

5. CHALLENGE
EVERYTHING
No process is sacred. Top companies need to innovate
constantly and our employees should always be pushing
the envelope of how we service our customers.

6. WE DO NOT MISS
DEADLINES
We never miss deadlines for our clients or our peers.
If a deadline needs to be extended, the client and your
peers need to know in advance of that approaching
deadline. Our clients, and our staff, count on each
other to ensure that our projects stay on time and on track.

7. CONSULT
& DECIDE
No one knows everything and we
live in a world that is evolving at an
unprecedented pace. Do not be too
proud to ask for help with anything.

8. We set the tone for how our clients operate and we
must always be using the latest and most cutting edge
methods for acquiring new business, and providing
value to our customers.
WE ARE ALWAYS ON THE CUTTING EDGE
OF INNOVATION

9. ALWAYS BE
LEARNING
You can’t stay ahead of the competition and delight our
customers unless you are committed to your craft. Be a
thought leader and a true expert in your craft. Employees
must strive for continuous learning and improvement.
Our company only evolves and innovates as fast as our
employees do.

10. We are obsessed with profitability. Profits and
ample free cash allow us to make intelligent
business decisions, invest in our employees,
expand our company, and consider acquisitions.
CONSTANTLY CHASING
PROFITS & CASH FLOW
Cash
is king.

11. BE STRAIGHTFORWARD
& HONEST
10
There is no time in this business for being
passive aggressive or indecisive. If you have
a hurdle in front of you immediately address
it with both your peers as well as your clients.
10.

12. We sell confidence to people who desperately need
it. Never be so tactical that you forget where you
are going and always know what the next step is.
BE STRATEGIC
& ALWAYS HAVE A PLAN