WHO WE SERVE | Coppia Advisory

who we

serve

Are you running your own company as a solo or with partners? Leading a family business or a business team? Allison helps business owners, leaders and their teams get farther faster.

“Many businesses consider themselves to be a family, yet most families are dysfunctional.”

Years ago, Allison met Jack Clark, the Nation’s Top College Champion Cal Rugby Coach, who led Cal to 22 Championships, she asked Jack what he attributed the success of his team year after year and what lessons could be applied to business teams. One thing he shared was that “many businesses consider themselves to be a family, yet most families are dysfunctional”. Rather than being a “family” he fosters a “highly-functioning team” and everyone knows exactly what role they play in their team’s success.

Jack’s analogy can be applied both to family businesses as well as businesses that consider themselves like family. The important take-away is while every business deserves to have a highly functioning team, family dynamics real or perceived can get in the way of success. Do you have a highly functioning team?

Family Business Owners & Couples in Business

Added to the usual challenges that business owners already face, is the additional complexity of running a business with their life partner or family member.

Couples and family members that work together are a unique team that may have shared goals, dreams and ideals. Often, they aspire to create a meaningful and lucrative business together. However, they may find themselves experiencing tension in and out of the workplace over issues such as boundaries, conflicts, roles and responsibilities, equity, balancing personal needs, as well as time and financial pressures. If these issues are ignored or addressed in an unproductive way, it can obstruct business decisions and ultimately compromise the success of the business and relationship.

Family owned businesses face additional challenges beyond those inherent for any business. In addition to ensuring that they have healthy communication and business practices in place, family owned business must also constructively address any family dynamics, equitable roles and responsibilities, performance, succession planning and resource diversification.

Blending her firsthand experience, highly effective tools and relevant resources, Allison assists and empowers Family Business Owners and Couples In Business.

Complementing her relevant experience and skills, Allison has an outstanding network of highly qualified, experienced professionals to collaborate with on issues relevant to closely held businesses. Included are exit strategists, attorneys, HR Consultants, financial advisors and others.

executives and

business owners

Firsthand experience with the challenges and opportunities that business owners and executives face when starting, growing and transitioning their businesses. Highly effective at empowering business leaders; bringing out the best in communication, performance and satisfaction.

Allison has made a difference with hundreds of executives and their teams in various industries including: professional services, manufacturing, retail, construction, energy, biopharma, technology, food & beverage, hospitality, and others, many of which are family owned.

"I have worked with Allison for a couple years now. She has coached my husband and me in our lighting design business. Her input has been invaluable. Not only has her experience been directly beneficial to our business, she is also a pleasure to work with. I would recommend her to any business owner. If you haven't worked with her, you are missing out in many ways."

Kimberly Johnson, Co-Owner, General Manager at Eric Johnson Associates, Inc.

"Allison was a pleasure to work with. She enabled our team to be transparent with each other in order to gain insight into better communicating. The lessons we learned are priceless and are allowing us to leap forward without stumbling on personality conflicts. Our team loved the day spent with Allison and can't wait for another!"

Dana Finegold, CFO, TART Collections

"Allison came into our food manufacturing company with the ability to communicate at all levels and facilitated our learning to interact on a higher level through the DISC profile tool. She is an articulate and interesting speaker helping us utilize the knowledge we gained. I look forward to working with her in the future as she is always ready to further our efforts."

Roy Herman, Food Executive for Innovative Growth, Efficiency, and Teamwork

"Allison has been a partner of Comerica's Women's Initiative for several years. She did a fabulous job moderating a panel of highly successful women business owners recently. Allison has a knack for engaging panelists and program attendees and asking the "right" questions. She has forged a close working relationship coaching and consulting many prominent women entrepreneurs."

Judy Love, President, California Market for Comerica Bank

"Allison Tabor was presented with the challenge of helping a non-profit board with new members hold an agency-wide strategic planning meeting that had severe time constraints. She hit it out of the park as far as all of the people were concerned. Her ability to involve each and every attendee -- not just the extroverts -- created an atmosphere of excitement and creativity that has united everyone."

Eve R. Meyer, Ex. Dir. at S.F. Suicide Prevention

"Allison understands business and people, a rare combination! And knows how to grow both from the inside out. Her unique talent lies in asking powerful & provocative questions that speed up the process of moving individuals, teams and organizations to the next level of success. Reach out, get to know Allison, you will find her to be a giver!"

Jim Horan, Founder & President, The One Page Business Plan®

"Allison has provided me numerous invaluable insights and business strategies specifically tailored to respond to the unique chemistry of a husband and wife owned company."

Linda Gates, Partner Gates + Associates Landscape Architects, San Ramon, CA

"Allison has helped me and other business owners I know get more out of our business. She is very bright, insightful and energetic. Over the years that I’ve strategized with her, I’ve been impressed with her resilience, resourcefulness and results."

Jerry Shedden, President of Wetlands Construction

"...Allison has always impressed me with her incisive and probing comments and lively discussions that cover a wide breadth of topics ranging from human resources, banking and finance, billing and collections, budgeting,marketing and succession planning-to name a few... Allison is able to listen, analyze and offer rational solutions to very emotionally charged issues dealing with family-run and closely held businesses..."

Tom Enright, Goldstein Enright Accountancy Corporation, San Ramon, CA

"I regularly provide legal advice to high-level executive clients who are navigating workplace issues. I have referred clients to Allison for communication coaching, and she has been phenomenal. She has provided deep, meaningful and substantive feedback and practical coaching. I cannot recommend Allison highly enough."

Jamie Dupree, Partner at Futterman Dupree Dodd Creole & Maier LLP

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