Stacy Kehren Idema, PMP

Hi, I’m Stacy, 
a small-town lake country girl turned modern traditionalist, building emotionally intelligent technology and presence-based leadership systems for the future of legacy.

Since I was ten, I’ve believed business could be done differently — not just more efficiently, but more humanly.

For 27+ years, I led innovation across startups and Fortune 5 companies. I learned how systems scale and how trust breaks, whether because emotion gets edited out or because unchecked emotion runs the show.

When it was time to choose what came next, I couldn’t return to the system I once believed would take me to the top.

That decision sparked my current path, one that bridges emotional intelligence, technology, and generational wealth.

I founded Equati to help family offices, investors, and founders align values, vision, and legacy within their direct investing. Because legacy isn’t numbers on a page; it's a living system shaped by presence, trust, and the way we communicate across generations.

Alongside Equati, I serve as a Presence-Based Chief of Staff & Leadership Consigliere --- a strategic partner to founders, principals, and family enterprises navigating growth, succession, or strategic inflection points.

My work blends strategic clarity with emotional intelligence, helping leaders create coherence across their people, priorities, and processes.

Today, I work with:
→ Family Offices & Investors designing continuity and trust across generations
→ Principals and founders needing strategic partnership and grounded decision support
→ UHNW families preparing for legacy transitions and the Great Wealth Transfer
→ Companies built for patient, purpose-driven capital

Because how we invest, lead, and live isn’t separate from who we are.
It's the story of legacy in motion.

When I’m not building or serving leaders, you’ll find me between Austin, TX and Minneapolis, MN driving my Jeep with the top off, baking (my signature is banana bread with a salty crust), or on a flight across an ocean with camera in hand, writing about the messy, human side of legacy, leadership, and love.

Because the way we invest, lead, and live is the story we leave behind.

✳️ stacy@equati.ai
 | www.equati.ai

Founder & Managing Director

The Global Collective is the gateway to a new business ecosystem that empowers and harmonizes gender strengths and diversity in business around the globe.
 
We partner with investment companies that are ready to invest in female-founded/led businesses, help the businesses with which they've already invested be better winners and create a culture of performance and flow with less burnout.
​
Our vision is to eliminate the diversity gap, whilst changing gender perceptions by connecting the unique strengths of each gender, which will also increase the financial benefit and mental well-being in business.

Business Flightpath

Our mission is to empower owners of consultancy firms and other professional servcies to break through the growth barriers they currently face and create businesses that work for them so they can continue to grow and impact many more people than they would if they remained stuck in their limitations.  

To achieve this aim we:
•	Transform consultancy businesses that are dependent on the owner and help them run the business on autopilot
•	Help them to discover such a passion for fulfilling their business mission that they want to dedicate their lives to making it happen
•	Create an extraordinary business that not only provides the owner(s) with a lifestyle of freedom and prosperity but also leaves the world an invaluable legacy.

Get a copy of my book, Cracking The Code at https://crackingthecodebook.com.au

Director

Business Success Systems

Started BSS as a solopreneur, grew the client base and built a team.  BSS was and is regarded as one of the leading consultancy firms in Melbourne.  In 2017 it was time to move on to something new and I was able to successfully sell the business I had started.

Founder & CEO, Business Consultant, Advisor, Author

Progressive Business Solutions Limited

Founded PBS in 2002 in Wellington, expanded to Auckland in 2004 and Phoenix, USA in 2007.  Worked with NZ Institute of Chartered Accountants as consultant in Business Development Advisers special interest group. Conducted Trusted Business Developmeet Advisor seminars. Sold shares in business in 2008 to focus on writing books and developing professional advisors service.

Founder and Director, Business coaching, business consultancy

KPMG

Strategic Consulting, including business plan & sales strategy development.

Consultant

As a consultant growing a practice with a team of skilled professionals around you, it’s a challenge to continue to grow without the practice becoming more dependent on you or your partners.

You’ve come this far because you are skilled in your profession and have been able to build a good reputation with your clients. But try as you may, you can’t take your business to the next level.

One day you have more work than your team can handle. But next, you are wondering how to keep everyone busy.

As you look back, you see that the growth you hoped for just hasn’t happened.

Clients seem to grow more and more demanding.

As they try to commoditise you, you're pressured to shave your fees or to get projects done in impossible time frames. And the pressure grows. Not just for you, but everyone in your business suffers.

You care about your people and want them to have a satisfying career. Maybe you see one or more of them taking over management of your business in the future. But you are also frustrated at times when the most talented ones leave, having decided to move on for greater opportunities that exist in a larger firm.

It seems like you take one step forward and two steps back. The people who are still with you are competent but the stars you need don’t stick around to help you fulfil your dreams for the future.

The truth is that growing a business is challenging. The stark reality for many owners of professional service businesses is that their dreams of wealth and lifestyle freedom are far from being fulfilled. Instead of attaining the rewards of wealth and freedom that were their initial objectives, most struggle through years of disappointment and frustration.

Small and medium-size professional services businesses are almost always built on a faulty foundation.
Most businesses are set up with the owner (or owners) in the hub, with everything that happens in the business revolving around them. This makes it almost impossible to build a successful business, because the business is limited by the owner’s capability to keep growing the business without losing control.

If you’re finally ready to move past the frustration of being stuck at a revenue plateau and are ready to take hold of the enormous amount of prosperity and freedom that’s currently out of your reach (because your business isn’t set up to run at the level you want) then it’s time to change what you are doing and learn to run your business the way the most successful consultants do it.

Learn more here: https://crackingthecodebook.com.au

taplio

The Battle

Stacy Kehren Idema, PMP

Greg Roworth

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