Providing seminars to help you effectively deal with your lenders, accountants, vendors and prospective investors or buyers.
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Utilizing our past success and knowledge to begin building your Dynasty. Offering you solutions to fit your business.
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Helping you fulfill your potential and grow your business. Showing you how to inspire peak performance from your people.
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We are focused on helping business owners and CEO’s fill the GAP (Growth, Accountability and Problem Resolution)
We help you visualize the unique direction and vision you have for your company through analysis and implementation of key elements:
We help you build the road map to get your business from where the company is currently to where it wants to go (creating stability, consistency and removing chaos) through:
We help you identify problems (or issues) that are holding the company back. Problems could involve people, processes, systems, management style, family issues, industry or market. We do this by:
All businesses are different and created uniquely, so we don’t advocate cookie cutter solutions. The owners/CEO’s have different abilities, strengths, personalities and opportunities. Each business is different and has its own set of challenges and growth opportunities. But every business is built around four foundational principals:
For the business to grow and be successful, each of these four (4) areas has to grow (in knowledge and capabilities) at the same rate. Using the stool analogy may help explain this clearer.
If all three legs of a stool are strong, the whole stool is strong; but if any of the legs or the seat is weak, the whole stool is weak. Same with a business, if any of the legs: 1) marketing/sales, 2) operating/product, or 3) finance/financial management are weak the whole stool is weak. A weak seat (management) has the same effect, it cannot hold the 3 legs together and the stool fails. This analogy can be linked directly to non-growing, struggling businesses.
We work closely with the CEO and the senior management team to determine direction, challenges, opportunities and threats and create a plan to grow the company from where it is today to where the CEO/owner wants to take it. We create a black and white plan that details where the CEO sees the company going and from that, a monthly road map that clearly defines KPI’s for all the key drivers of that plan.
We then meet with management on a monthly basis to review progress, update the plan, discuss challenges, brainstorm solutions and work with the management team to (how to) improve performance. Each month we are comparing the businesses’s performance against monthly established “road map” targets that we originally set to see what is working and what needs fixed. We then set out to help management get back on track to attain the annual objectives established by the CEO/shareholders.
Success in business is built around determining where one wants to go and then getting there; but sadly only 15% – 20% of business owners work this process. Eighty to eighty-five percent of business owners work hard every day without deciding where they want to take their company. As hall of Famer Yogi Bara said it so succinctly “If you don’t know where you are going, you may end up some place else”.
We have a very realistic fee structure that is blended around the goals of the business owner that are paid on a monthly basis. We ask for a 6 month initial commitment with a 3 month money back guarantee if not completely satisfied. Fees range from $750 to $3,000 a month and are based on complexity, size of business, etc.
Our ideal client is the CEO/Owner of a business that wants to take it to the next level.
Whether it is $500k going to $1M or $1M going to $2.5M, $2M going to $5M or $10M going to $20M. For us, it is more about the passion, drive and desire to improve and grow that means more than the current revenue size.
We have extensive experience with businesses in manufacturing, service, construction, distribution or professional services. Our experience is limited in health care, retail, hospitality and nonprofit sectors. Geographically we can help any business any place in the world, but our current client base is in the Midwest and central Florida.
For the last 23 years, we have been coaching to business owners and we have found a consistent pattern. It is lonely at the top of an organization and CEO’s/business owners thrive on feed back, good information and success.
Jerry has spent 30 years in the CEO/COO functions with businesses between $5M and $80M and has led businesses through dramatic revenue growth.
Dan started out in the banking industry then ran a venture capital fund before forming Dynasty. Over the last 23 years, Dynasty has helped hundreds of businesses grow: people, revenue, profit, value and cash flow. Many of our Dynasty clients have sold their businesses and retired successfully.
Indiana Office
Noblesville, Indiana
p. 317-678-6310
f. 317-678-6215
Florida Office
Fort Pierce, Florida
p. 765-617-2345
