Transition with confidence

Guiding Private Business Owners and Newly Minted Leadership Teams through Transition, Succession, and Change

10,000

Boomers retire
every day

According to recent Forbes research

19%

of them own
small businesses

That's 2,000 businesses a day looking for new owners.

90+%

are without
successors

The vast majority of the next generation do not want to run the business…

Our Mission

We help private business owners and newly minted leadership teams increase the value and sustainability of their business through the J-curve phase of a leadership transition by aligning key leaders, sharpening execution, and driving measurable gains in engagement, profitability, and key person retention.

Business owners are driven by strong vision, but their ongoing success depends on three essentials:• RETAINING A TEAM OF ENGAGED & ALIGNED LEADERS• MAINTAINING KEY CUSTOMER RELATIONSHIPS• MAXIMIZING PROFITABILTYOUR VISION at LEAP Business Advisors is to empower one hundred private business owners and their leadership teams with the practical expertise needed to maintain and grow value in their business—especially during the J-curve phase of a leadership transition as key roles and relationships evolve.We are committed to helping this new generation of leaders achieve maximum engagement, execution, and alignment through every stage of change.

Testimonials

"LEAP coaching has taught me how to flex my management style so that I can work more effectively with key leaders, especially within my own company. This is paying tremendous dividends for me as I look to develop 3 key areas: growing profits, becoming a more connected leader, and empowering my leaders with the autonomy they need for their own development.What I appreciate most about Kurt’s work is that he establishes trust and connections with people, leading to more genuine insights and tangible impacts.I just really like these guys".

– Scott Jones,
President, The Air Purification Company

"Kurt has had a profoundly positive impact on my leadership journey! His encouragement of frequent open conversations with my employees, has built a foundation of trust and understanding that can hopefully prevent more difficult crucial conversations down the road. This shift has been helpful in cultivating a supportive and communicative work environment".

– Ann Schipper,
Principal, Data Power Technology Group

"Kurt was the pivotal resource in our hospital’s physician relationship program. He was a trusted source of information-- our own “information highway” to our various provider resources so the costly misstep of miscommunication was minimized.If you are strengthening existing ties or building new ones, Kurt is the person suited to the task".

– Charles Cavagnaro,
President, UMass Memorial HealthAlliance-Clinton Hospital

About making the leap

The LEAP Program

(6) core offerings geared toward private business owners experiencing volatile, uncertain, complex, and ambiguous (VUCA) times. Choose the option(s) that best support your current needs.

Business Succession Planning

Succession, Transition & Execution Program (STEP) ™ is a 12-month Succession Transition & Execution Program that begins by completing a 25-question readiness scorecard grounded in the belief that what gets measured gets managed. This initial assessment is followed by a 12-month due diligence phase aligning all stakeholders through four off-site quarterly sessions.

Meeting Facilitation

(LAM)™ Facilitation is a regular cadence of bi-weekly leadership accountability meetings, expertly facilitated by LEAP Advisors. These meetings will help your team stay aligned and connected on top issues facing the company.

Strategic Planning

Our strategic planning offering helps leadership teams translate long-term strategy into a focused, executable plan. This process aligns strategic goals, annual priorities, key initiatives, KPIs, and ownership on one page so organizations stay focused, accountable, and consistently on track. The result is a clear roadmap, a disciplined operating rhythm, and measurable progress toward breakthrough performance.

1-1 CEO Coaching

LEAP CEO ™ is a regular cadence of 1-1 coaching calls between the CEO/majority owner of the company and one of our executive advisors. As CEOs, our problems do not simply go away - they either get solved or get replaced with higher priority problems. The upside is that the solutions we find together become increasingly profitable.

Strategic Off-Site Facilitation

1-1 discovery calls with key leaders, top 5 character strengths assessment, leadership team SWOT Analysis, followed by a 1.5-day strategic off-site, and post meeting follow-on plan.

Fractional COO & Operations Advisory

LEAP provides Fractional COO leadership and operations advisory to help organizations improve performance, scale with confidence, and turn strategic goals into measurable results. We partner with leadership teams to diagnose operational challenges, set meaningful performance measures, and drive cross-functional alignment so your business runs with clarity and discipline. Our approach blends practical execution, strategic planning, and continuous improvement, delivering immediate and long-term impact without adding full-time overhead.

LEAP Business Advisors CEO

Kurt Zelch

Kurt is the Founder and CEO of LEAP Business Advisors, a Boston-based business transition advisory firm. Kurt specializes in guiding owners of closely held businesses and their senior executives through periods of change, focusing on enhancing team performance and executive alignment. He has over 18 years of experience in business transition advising from his time spent as an insurance broker in the Boston area, to his many years assisting private physician groups with succession planning in Northern Worcester County. Kurt takes a humanistic, psychology-based approach to solving business problems. His work as a business transition advisor addresses key areas of management and operations, such as mastering communication with 4 generations in the workforce, mastering organizational capability, and facilitating mutual gains negotiations.Kurt graduated from Bryant University with a BS in Marketing and continues to be a lifelong learner. He has gained professional certificates in Executive Leadership Principles and The Trinity of Management (TOM) ™ from the MIT Sloan School of Management and the Sirolli Institute.He works predominantly with high-profit industries such as commercial HVAC manufacturer's rep firms, industrial equipment value added resellers, modular construction, and healthcare services. Kurt's approach involves deeply understanding his clients' priorities, building trust, and delivering exceptional value through his 1-1 advising and leadership accountability meeting facilitation.

Partners

Bo Luong

Head of Business Development at LEAP Business Advisors, Bo lives by the philosophy, "There is always a move." Specializing in franchise development, increasing ROI, and business growth, Bo is committed to treating all stakeholders fairly.Known for his high energy and ability to quickly generate momentum, Bo also brings an unfiltered approach to disarming business tensions, coupled with a playful attribute that enhances team dynamics. He has successfully bought and sold his own franchise business, achieving a 500 percent return on investment. Bo's expertise extends across the fitness, real estate, healthcare, and financial sectors, making him a versatile and invaluable asset.

Nick Lupoli

Nick Lupoli is a seasoned manufacturing and operations executive who drives performance, operational excellence, and strategic growth across complex industrial businesses.With extensive multi-site P&L leadership and a history of transforming manufacturing operations, improving profitability, and scaling capabilities, he brings a pragmatic, results-oriented perspective to leadership teams.Nick partners closely with founders and executives to sharpen execution, unlock operational leverage, and build resilient, high-performing organizations. His experience in operational strategy, cross-functional execution, and large-scale transformation helps companies grow with clarity and confidence.


Jim Henderson

Jim's work strategy encompasses combining proven industrial/systems engineering techniques with innovative practices and tools to uncover and address profitability. Killing profit vampires; engineering programs and business 'engines' so they are profitable; and ensuring the capital needed is there.Read More


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Did you know that we've already helped over 75 companies to transitional success and increased profitability?Join them and benefit from our expertise working with them.