Our Process


Begin by discovering how your company compares to a highly functioning Balanced Organization. You’ll complete a confidential, on-line assessment that measures your company’s alignment with the 6 elements of Balance: 

  • Vision
  • Values
  • Values-driven Leadership
  • Culture
  • Strategy
  • Greater Purpose

You will gain insights from the assessment alone that will help you measurably improve your current performance.

You will better understand how you will fare in the face of disruptive opportunities and challenges if you remain in your current state.


To prepare for the assessment, we will discuss with you what you see as the opportunities and challenges you currently face. You will then decide who in your organization should participate in the assessment. Normally, it is your direct reports, thought leaders and influencers.


Participants will complete the assessment, which takes about 45 minutes. All responses are anonymous. No one’s answers are directly shared with others.

The assessment content is grounded in over 35 years of hands-on leadership experience, neuroscience, and behavioral psychology. “Grading” is based exclusively on your performance compared to your potential.

We will provide you with a comprehensive report that compares your potential to that of the highest performance in each category.

You will see where your opportunities for improvement lie; what actions to take to achieve those improvements; where your biggest opportunities for greater growth and profitability exist; and the resources and level of commitment you’ll need.


Provides a transformational view of your organizations current state of Balance

Debrief: Executive Summary Report

Axies Managing Partner(s) will schedule a one-hour meeting with your senior leadership team (in-person, or virtual) to review our Executive Summary Report.  We will discuss, in depth, the findings of the assessment and how you envision acting on those findings.

  • The results will give you a revealing picture of your organization’s current state in relation to that of a high-performing Balanced Organization.
  • You will get an enlightened sense of how you’re performing in each individual element, and in terms of how the elements interact with each other to achieve complete overall Balance.
  • You will discover where you have blind spots that have held you back – but you didn’t know why – until now.
  • You will better understand how untapped potential in some areas have created dysfunction in other areas, and how those dysfunctions (self-inflicted wounds) produced additional costs or prevented you from achieving certain goals.
  • You will be able to make better decisions as to where to invest resources (human and capital) to improve team performance, strengthen leadership, and increase your overall return on investment (ROI).


You determine the best course of action. You can defer any immediate action; you can launch several targeted initiatives across a broad spectrum designed to achieve major improvements in the shortest possible time; you can select just one thing to work on, measure performance and use those results to inform future actions; or any other combination that you choose.

We do not have a cookie-cutter, one-size-fits-all approach. The elements of Balance are universal, but the actions you take are unique to your specific needs and goals.

We can collaborate with you to help determine your course of action; provide support  where warranted; develop a plan, a budget and a timeframe for execution.


Should you choose to have us assist you, our methodology requires your active participation. We do more than give you information and ideas. We provide you with the awareness, the skills, and the practice regimens to effectively learn and apply those skills.  

Book Reviews

Mastering Your Balance

Amazon Book Reviews

D. Thurman April 7, 2021

The areas of balance required to perform as a top level organization are lifted from the almost unconscious to the very conscious in Mastering Your Balance. As a business and executive coach I see business leaders mostly consumed 95% if the time with near term issues. A perpetual game of Whack-A-Mole.

Perhaps, getting the various elements covered in the book in play and more importantly in balance these leaders would have far less moles to whack, and therefore much more time and energy available execute on their greater purpose.

Shane Willard April 21, 2021

Bill & Jason get it. Having coached thousands of businesses and business leaders their insight is invaluable. They beautifully weave Vision, Values, Culture, Strategy & Purpose together into actionable steps any leader can implement. As they say, no matter how good one is at these individual elements, without balance greatness will always lie just behind your reach.

The 'what-would-it-take' concept in Chapter 2 makes you peel back the excuses and think creatively. "To achieve the impossible you must first envision the improbable."

At its core, this book serves as a blueprint for each vital element necessary to achieve success and balance organizationally (and personally). It reminds leadership where they need to focus.

Joe Fera April 1, 2021

What would it take to shatter your limiting beliefs and lead your company to heights only dreamed? Read ‘Mastering Your Balance’. Bill & Jason have demystified the ‘Dark Matter’ of great leadership and great organizations and boiled it down to highly actionable and implementable elements. Aha moments abound!

LR March 31, 2021

Mastering Your Balance answers the question and is a must read and reread for any organization daring to go from good to great! Mastering Your Balance shines a much needed light, drawing our attention to it, causing us to remember it's significance. More than words, we are reminded that a carefully crafted mission/vision statement is the organization's North Star.

Severin Sorensen March 24, 2021

As a business coach I'm always looking for books to inspire the human mind, and give direction to business owners seeking to raise their performance in the great game of business. Mastering Your Balance is one of those books. The authors are experienced in the art of giving profound advice to their clients.