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Expert

Jerry Kauffman

  • Missoula, Montana, United States

I help entrepreneurial leaders of SMBs use EOS to find root causes of their pain/frustration to get clarity, focus, alignment and a clear plan forwar

Meet Jerry Kauffman

  • Born and raised in Montana
  • 8 years as CEO of an employee-owned (ESOP) company that implemented EOS
  • Over 600 EOS Sessions with 45+ Leadership Teams
  • Track record of serving very diverse types of leaders and companies as their EOS Implementer
  • Balance of calm, listening style and willingness to ask insightful, hard questions to get tough issues on the table
  • Regular runner / hiker on Montana’s outdoor trails

Book Your Free Introductory Call

Ready to get more of what you want from your business? Let’s talk. Book your free introductory call with me to share your business needs and challenges. I’ll share my background and style. No pressure, just a real conversation to see if we’re the right fit.

EOS Approach

Clarity, Focus, Alignment
All work done in the Session Room is to get the Leadership Team 100% on the same page on all three
Listen, Ask, Facilitate
Leadership Teams nearly always have the answers but need skillful, experienced facilitation to get them articulated and organized into an actionable plan
Flexible
I know the EOS tools very well and we always start with EOS Pure, but then we dive deep into “What’s right for you?” We make the EOS tools work for you, not the other way around

What It’s Like to Implement EOS

Hear from the business leaders and teams I’ve had the privilege of guiding through their EOS journey.

Client Success Videos

Expertise & Insights

Insightful guidance, practical tips, and real-world stories to help you strengthen your leadership team and run a better business.

From Lion to Lamb & Back Again

In most of North America, the saying goes that March comes in like a lion and out like a lamb. For many entrepreneurs, this phrase holds a parallel to their business experience....
Read More

EOS Tool Deep Dives

By request, I will work with your team to do a Deep Dive into a particular EOS Tool. This is particularly geared to self-implementing companies or those who’ve graduated from using an EOS Implementer
  • Dive deep into the WHY behind an EOS Tool and how to use it most effectively.
  • Assess your use of an EOS Tool and how to find the next level.
  • LMA – Lead / Manage / Hold Accountable, including Quarterly Conversations
  • Accountability Chart – current / future state
  • Scorecards – Take it to the next level
  • How to Be a Great Boss

My Upcoming Events

There are no current upcoming events. Please check back regularly and follow us on social for the latest news and events!

Expert Implementer

jerry.kauffman@eosworldwide.com

Phone: 507-766-2896

  • Missoula, Montana, United States

About

Jerry is passionate about helping entrepreneurial leaders and organizations. He works with leaders with great ideas/products who need help with tools / system / structure to turn their VISION into their REALITY. He believes deeply that small / medium-sized businesses are vital to creating opportunity for people and the lifeblood of economic health of their communities, particularly in rural areas. He’s learned a lot over the years, much of it in a “seat of the pants” mode common in entrepreneurial businesses. Jerry has plenty of “stars and scars” from those years and brings those insights to his current work. Clients say Jerry’s most valuable skills are listening and asking insightful questions to help them find their path forward in a way that builds confidence and long-term resilience.

Jerry was the CEO of an SMB where he hired an EOS Implementer to facilitate implementation of EOS. He experienced firsthand how the system worked, how it benefited him as the leader, his leadership team, and the company as a whole. Jerry’s Personal Why is “TO invest in authentic relationships with people SO THAT they discover their true source of satisfaction”. This is a perfect fit for Jerry’s role as an EOS Implementer where he feels blessed to work with some of the most inspiring leaders and Leadership Teams in his area to help them dig into difficult people and business issues to discover what they truly want for themselves and the business and create a clear path forward to get it that is shared by the entire organization – clarity, focus, alignment.

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