Tim Whitmire

About Tim Whitmire

No serious investor would put money into a company without doing a quality of earnings report. They wouldn\'t close an investment in a SaaS company without a full IT audit. So why would you, as an investor, not do full diligence on a company\'s leadership team until after a deal is closed? Ask PE professionals the biggest difference in whether a deal goes well or whether it ends up a zombie and tanks an entire whole fund. They\'ll tell you: It\'s the management team. Yet buy deals routinely close with no more than a cursory glance at a company\'s management team. CXN\'s proprietary \"Power 10 Process\"(P10P) assesses the strengths and internal alignment of a leadership team for potential investors – and provides a roadmap for executing against key priorities: 1⃣ We build relational trust through detailed one-on-one interviews with management team, securing their buy-in to the goal setting process. 2⃣ We go onsite and around the conference table, using our proprietary Tentpole Leadership framework to assess interpersonal dynamics as the team wrestles with internal alignment and fundamental business issues - and signs off on a 12-month plan. 3⃣ We use an industry leading five-factor personality assessment as a quantitative baseline and layer that into our observations. Investors get a full report on the team and they and their management teams get a roadmap of the first 12 months of goal setting and execution, using our proprietary Mileposts adaptation of OKRs, designed for growth-stage businesses. “Tim really brought clarity to how to unlock the planning process. And he could do the work. Sometimes when you ask for outside help, you find a playbook but not someone who’s willing to also roll up their sleeves. Tim helped us get on track in a personable yet professional way.” – Jason Silverstein, President, Tango \"We tried a few variations of goal setting, always with mixed management buy-in and results. CXN was a steady outside hand that built team buy-in and led us to a clear set of annual goals to drive the financial objectives we have outlined with our investors.” – Sam Fleder, COO, PSPDFKit \"Tim and CXN helped Cargo design and implement OKRs that expressed key goals in evocative terms that resonated with our team leaders and members and helped secure new accounts that diversified our customer base and revenue streams.” - Toby Stansell, CEO, Cargo Marketing Want to get started? Email t•••@cxnadvisory.com or book time via Calendly to learn more: https://calendly.com/tim-cxnadvisory

Experience

1. Ally Okr Consultant

   Ally.Io, A Microsoft Company

   Feb 2020 — Present

   I support organizational OKR implementations and have been approved by Ally Software to collaborate with their clients and potential clients.

Education

• Harvard University

  Bachelor of Arts, Government

  1988 — 1992