CEO/LEADERSHIP COACHING

One-on-one coaching for the leader everything runs through.

Decide faster. Have the hard conversation. Stop being the bottleneck. Private coaching built around your role and your organization, not a program off the shelf.

One-on-one coaching: $500 per session, or eight sessions for $3,500 (save $500).

For the individual leader only. Executive team, company-wide, and advisory engagements are quoted separately.

22 years

leading and reviewing organizations

$400M+

in operations reviewed

$56.3M

in documented savings and recoveries

3

executive chairs held: church, international nonprofit, federal agency

Bring the hard thing.

Every session has one agenda: whatever is actually on your desk this week.

  • The decision you have been sitting on for three months.
  • The executive you need to have a hard conversation with, and have not.
  • The board presentation you have rewritten three times.
  • The sense that the whole company still runs through you.
  • The successor who is not ready, or not yet named.
  • The next role you want, and the gap you have not admitted.

We work it until you leave with a decision, a plan, or a conversation you are ready to have. Then we check it at the next session.

For leaders carrying real responsibility.

CEOs and Owners

A confidential place to think out loud with someone who has run organizations and reviewed hundreds of them. What to build next, what to stop doing, and how to lead while the structure catches up with the growth. No politics. No agenda except your clarity.

Executive Leaders

Presidents, COOs, CFOs, lead pastors, executive pastors, nonprofit executive directors, and senior leaders who own outcomes and carry people. Decision quality, communication, priorities, and the weight of leading.

Leaders Next in Line

Directors and VPs stepping into a bigger role, or preparing to. Companies regularly sponsor this coaching as leadership development for the people they are counting on. If your company pays, you are still the client.

Doug Case seated in a blue blazer

YOUR COACH

Coached by someone who has led, not just advised.

I have spent 22 years leading and reviewing organizations. I have served as executive pastor of a growing church, as CFO and chief strategy officer of an international nonprofit, and as deputy director of a federal office of inspector general. Along the way I reviewed more than $400 million in operations and documented $56.3 million in savings and recoveries. I know what it feels like to carry the decision, and I know what the numbers look like when a leader is carrying too much of it alone.

I pray for every client I work with. That is not a tagline. It is how I do my work. It is never a requirement for yours.

Coaching with me is direct. I will ask the question nobody on your team will ask. I will push. And I will keep what you tell me in the room.

Doug Case, Founder and Principal Advisor

WHAT CLIENTS SAY ABOUT WORKING WITH DOUG

30% growth in retained earnings

When Legacy Strategies & Intelligence (LSI) came in to work with me and P&W Sales, we were struggling across nearly every facet of our administrative operations. We knew things weren't running the way they should, but we didn't have a clear understanding of where the problems were or how to fix them.

LSI changed that almost immediately.

They didn't come in with generic advice or surface-level solutions. Instead, they took the time to truly understand our business - digging into our finances, structure, systems, and decision-making processes. They helped me clearly see what was actually happening behind the scenes, and more importantly, why.

What stood out most was how direct and actionable their approach was. They gave me a clear path forward - no fluff, no guesswork. For the first time, I felt like I had a handle on what needed to be done and how to do it.

The best way I can describe it is this: they helped me find and patch the holes in my ship. Before LSI, we were leaking in ways we didn't even realize. After working with them, not only were those issues addressed, but we also had systems in place to prevent them from happening again.

Just as importantly, they helped me grow as a leader. As President of P&W Sales, they gave me the tools, structure, and clarity to become more effective in my role. They also gave me the confidence to make the decisions that needed to be made - something that has had a lasting impact on both me and the organization.

Since implementing their recommendations, we've seen real, measurable results. Most notably, P&W Sales has experienced over 30% growth in retained earnings, which speaks directly to the impact of the operational and financial clarity they helped us achieve.

Beyond the numbers, the biggest difference has been confidence - both in myself and in how the business operates. I now have better visibility, stronger processes, and a clearer direction moving forward.

Legacy Strategies & Intelligence didn't just advise us - they rolled up their sleeves and helped fix what was broken. For any business owner who feels stuck or unsure of what's holding them back, I can confidently say they're the kind of partner you want in your corner.

Zach McMillian

President

P&W Sales

How it works.

01

Discovery call

Thirty minutes, free. We get clear on your role, your organization, and what you want to be different twelve months from now.

02

Your plan

A leadership plan built around you, not a curriculum. The 8-session package opens with a 360 review and a written 60-day plan with measurable outcomes.

03

The work

One-hour sessions, weekly or biweekly, on Zoom or in person in East Texas by arrangement. Each one challenges you, each one ends with commitments, and progress is documented so you and anyone sponsoring you can see it.

PRICING

Two options. Both one-on-one.

Every session is one leader and Doug, one hour at a time. Pick the option that fits where you are.

Single Session

$500

per one-hour session. Pay as you go. No contract.

What you get

  • One private 60-minute session with Doug, on Zoom.
  • Your written commitments sent to you after the session.
  • No obligation to book another. Most clients do.

Pay by card or invoice before the session.

Book a Session

8-Session Package

$3,500

for eight one-hour sessions. That is $437.50 per session. You save $500.

What you get

  • A 360 review before your first session.
  • A written 60-day plan with measurable outcomes.
  • Eight private 60-minute sessions with Doug, weekly or biweekly, on Zoom.
  • Documented progress after every session.

For one leader. Not shared or transferred. Use within six months. Pay by card or invoice before session one.

Book a Discovery Call

Not sure which one? Start with a single session. If it is useful, the package is there.

  • Sessions are on Zoom. In person in East Texas by arrangement.
  • Reschedule with 24 hours notice at no charge.
  • If your company pays, you are the client. The company receives attendance and the agreed development goals, nothing else from the room.

When coaching uncovers a structural problem.

Sometimes the issue is not the leader. It is the reporting rhythm, the unclear ownership, the financials that arrive too late to act on. When that shows up, I will tell you so, and you decide what to do about it. LSI's advisory engagements handle that work. They are separate from coaching, priced separately, and never start without a separate conversation and a separate agreement.

See What We Do

Start with a conversation.

A 30-minute discovery call. No pitch, no pressure. You talk, I listen, and we decide together whether this is the right fit.

Book a Discovery Call