Common problems faced by business owners who become our clients:
  • Profitability has drifted lower and there are many questions as to why
  • Unsure how their business is performing compared to their competitors
  • Struggle with lenders supporting their business
  • Know that the company can do much better – but it isn’t
  • Owners are not taking the money home they should be
  • Don’t have a process to guide growth and profit or cash flow
  • Don’t use proactive planning to measure performance
  • Unsure of where your business will be in 12 months
  • Don’t have a system to track performance of departments or employees
  • Don’t have defined targets for building personal net worth (due from the growth in the value of their business)
Our Approach:
  • 60 minute initial consultation with the clients, finding out about the industry, management, the history of the company, 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 evaluating 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 have been 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 blue print to guide the company down the road that will improved revenue, profit, cash flow every step of the way
  • Strategies for continued profit, cash flow and value improvement
Benefits to the business owner:
  • You will receive at least 20 recommendations to improve business performance: profit, cash flow, leverage and value
  • Defines where the problems are in levels of importance
  • Provides a non-biased approach to making the company more profitable and viable
  • A written plan to guide management through the next 12 months of operations
  • Written down benchmarks for all key areas of the company including sales funnel
  • Organizational chart outlining key relationships in the management and operational structure
  • Four 1 hour sessions over the next 2 months to make sure the projects gets off the ground and moving forward
Cost is $2,500 comes with a 100% money back guarantee
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