Common problems faced by business owners who become our clients:
  • Struggle with controlling revenue, growth and profit
  • Want a competitive advantage; but don’t have the profit to support it
  • Company’s revenue is growing; but profitability is not
  • Owners needs to keep focused on performance; but are too busy
  • Lenders are reluctant to continue to fund growth and drag their feet
  • Good employees seem to be unfocused on the overall goals of the business
  • Owners are not taking the money home they should be
  • Don’t have a process to guide growth and profit/cash flow
  • Accountability is weak within the organization on attaining targets
  • Don’t have defined targets for building personal net worth (due to the growth in the value of their business)
Our Approach:
  • 60 minute initial consultation with the client, finding out about the industry, management, the history of the company and the market and collect information
  • 3 year monthly financial evaluation of the business – pulling apart every line item in both the profit and loss statement and the balance sheet and analyzing the 7 profit and cash flow drivers in the business
  • Bench marking the company against current industry standards
  • 60 minute consultation with the owner going through the detail report out lining 120 areas that we have evaluated
  • Develop a 12 month financial strategy to move the company through the next 12 months of operations.  This will include a customized step by step revenue, margin, expense and profit targets by month, cash flow forecast,
  • Meet with the owners of the business every month to evaluate performance, confirm future assumptions on revenue and costs, profit,
  • Update forward looking cash flow forecast every month making sure no changes in the forward months will negatively impact cash flow and it is does, make the necessary changes to move forward
  • Help evaluate performance issues, recommend changes in focus/direction
  • Our goal is for the company to attain their year end profit goal, grow revenue and have adequate cash flow to operate the company
  • Help the owner sleep better at night knowing that the company is on track, making continued improvements in performance and attaining pre-defined objectives.
Benefits to the business owner:
  • Revenue, profit, cash flow and value will improve and grow in your company
  • You will have a seasoned business owner that gives non-biased input for decision making
  • Monthly performance reviews – we will review the prior months performance, analyzing each of the performance indicators that will drive the company forward and determine what needs to change to improve performance
  • Chart and compare – each major indicator will be watched every month for variations in performance levels with charts, graphs, black and white analysis
  • A written out plan to guide management through the next 12 months of operations
  • 3 hour face to face meetings with management every month to insure the company is meeting or exceeding key performance indicators: primarily, profit, cash flow, value and balance sheet objectives
Cost $2,500 per month with a 6 month minimum.  100% money back guarantee
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