Tools, Templates, and Insights to Strengthen Your Business

Dan Meylan has developed a suite of resources designed to empower business leaders with actionable tools and strategies. These materials draw on over 50 years of experience in operational excellence, leadership development, and strategic consulting. 
Access these resources below to gain immediate value and take the next step in your business journey. 

Core Competency Matrix

Evaluate the 9 core competencies of your business and identify key areas for growth and improvement.

Ten Types of Operational Capital

Learn the 10 types of operational capital you can leverage to more efficiently and effectively manage and grow your business.

Fee-For-Service Agreement Template

Leverage a proven fee-based compensation agreement model with this real-world customizable sample. 

Time Value Tool

Use this interactive online tool to clearly determine the real value of your time.

Three Stages of Business Success

Use this simple, straightforward table to determine where your business is related to these three key stages.

Business Leadership Matrix

Discover the 9 key behaviors that define a dynamic business leader within your organization.

The Path from Commissions to Fees

Dan has developed an entire system to help benefit brokers and advisors evolve from being a commission-based practice into a fee-for-service model. Learn more about it by clicking the link below.

(DISCLAIMER: The templates, tools, and materials on this website are for illustration only. None of these materials or assets should be used without also seeking the proper legal or professional counsel and consultation.)

Start Transforming Your Business Today

Browse our resources and take the first step toward creating a more effective, profitable, and sustainable enterprise. Engage Dan for an initial consultation to discuss your situation and receive key valuable insights. 

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