Dan Paulson Email & Phone Number

As Co-Founder of XCXO, Dan drives the strategic vision and manages the day-to-day operations, ensuring the firm provides impactful leadership solutions. XCXO specializes in fractional executive services, addressing the increasing challenge of securing experienced, high-level talent in an evolving workforce landscape. By co-founding XCXO, Dan aimed to bridge this talent gap, offering flexible, top-tier leadership that empowers businesses to succeed. In this role, Dan focuses on understanding market needs, fostering strong client partnerships, and ensuring the delivery of exceptional services that help organizations thrive and adapt effectively.

Content creator, analyst, and commentator for YouTube video cast and podcast. Finance and operations need to work together. BNTB content focuses on this relationship, and their impact with an emphasis on Growth, Succession, and Turnaround (Thrive/Sell/Survive). I share my insights and opinions along with my co-host, Daniel Paulson each Thursday. Like, subscribe, and turn on notifications at https://youtube.com/@Booksnbiz?si=aJWQK3TBIUojTJbZ

Madison Wisconsin, Wisconsin, Us

In 2005, I launched IDI with the sole purpose of helping others go farther, and faster, than they could on their own. I formed a partnership with a company that provided training tools and began facilitating workshops to develop skills with leadership, communication, and sales. Over my first three years I educated and improved the performance of hundreds of middle managers, executives, and sales professionals.During the recession of 2008 I focused my services almost strictly on business owners and senior executives in small to medium-sized companies. I established a coaching model that accelerated positive outcomes for my clients which is why many leaders continue to work with me for several years.The following year I devised a new strategy to expand my business internationally. That leap established an office in Tianjin, China where many companies were looking to expand. For the next six years I oversaw operations both here and abroad. There I learned even more about human behavior and found ways to apply my experiences to the coaching I performed in the United States. As the markets changed, I made the conscious decision in 2012 to bring all operations back to America and focus strictly on closely held and privately held businesses here.Since 2013, I helped countless companies of varied size improve performance. I developed a customized set of materials which we are applying to online learning specifically for small business owners. My experience helped me create a better coaching model for my one on one coaching business and I have implemented more services to help companies going through change. Innovation continues as I expand services to help leaders deal with succession planning and ownership transition.Let's schedule a time to talk! https://bookme.name/idicoaching/linkedin-connection-get-to-know

Madison Wisconsin, Wisconsin, Us

Hosted and facilitated Lunchbox Leadership, a business podcast on iTunes. I featured business leaders and industry experts that shared their stories of business challenges and how to overcome them. Right now I am preparing a new podcast to launch in 2020. If you are a business owner I would love to hear your story.

I work with up and coming entrepreneurs to develop their business plans and start their path to success. I provide coaching and consulting in the areas of marketing, strategy, and concept development while bringing expertise in leadership, communication, leadership and international business.

My passion for mentoring continues outside my professional work. For over ten years I have been actively involved with being a Defender of Potential for at-risk youth in Dane County. Big Brothers Big Sisters has helped place thousands of kids on the road to success. I have fulfilled the role of Board Chair in 2019. During my time on the board we have balanced the budget, and implemented growth strategies. I have assisted the CEO with critical hires. For three years I led Bowl for Kid’s Sake, one of our top fundraisers. Time is spread over several committees including Board Development where I take an active role. My family has also participated in the program being matched with a Little for over eight years getting him through to graduation in 2020. We continue to hang out to this day.

Platteville, Wi, Us

The UW-Platteville Alumni Association acts as the connector to those who attended the University. As board member I helped implement strategies to keep alumni engaged while on campus and beyond. I held various positions and fulfilled the role of Board President. During my time we increased regular memberships while growing lifetime dues. I was responsible for assisting the university with key hires in the association/foundation and facilitated strategic planning for different groups on campus.From 2016-2019 I moved my talents to the Foundation which manages the endowed funds. I was brought on during a time of transition and eventually took on the responsibilities of Secretary until my departure in 2019. During my participation in the foundation I worked with the Director to improve foundation programs.

One of the advisers of the local region of the BBB for creating awareness, reviewing new member candidates, and marketing. Also a regular speaker at several BBB events.

Madison, Wisconsin, Us

Work with Dane Buy Local to expand awareness for buying local. Responsibilities include advising Director and staff at the board level, assist with educational programming, member retention, member growth.

Madison, Wi, Us

InVision Business Development and Marketing, LLC is now IDI (InVision Development International, LLC)We still help executives achieve more. Now our name more accurately represents what we do.InVision Business Development works with C-level executives and business owners to create growth companies. Our approach is designed to help these key decision makers improve the quality of their lives by improving the quality of their business. Our key role is to uncover organizational strengths while working with the leadership to solve key challenges to success.As a coach, I use my leadership, communications and operational talents to help both experienced and inexperienced leaders succeed.• Focused Growth Strategy• Board Development• Executive Team Development• Situational Leadership• Cross Cultural Leadership• Leader Action Plans• Budgeting and Forecasting• Incentive Programs• Sales Strategy• Behavioral Assessments• Best Practices• Creativity Training• Teamwork Training• Performance ManagementWe help create highly successful businesses by developing focused, capable leaders. My passion is watching people achieve more than they ever thought possible.Contact me today to learn how InVision can help you!

Dodgeville, Wi, Us

Coordinate operations for Business Outfitters second shift embroidery department. Responsible for developing leadership within the department and improving production and efficiency.

Oversee all operations for small restaurant chain in the Madison, WI, area. Responsibilities included updating menu offerings, streamlining processes, implementing new promotional strategies, developing management, improving guest service and reducing seasonality within the business.

Bs, Business Administration

Education record