Our Process

How We Do it

We follow a simple, four step process to help your company succeed. This approach allows us to fully understand your business’ needs so we can help you reach your goals.

Where Are You?

  1. Get to know you as an owner. What’s your story? What’s your situation?
  2. Get to know your team. Who are you building with?
  3. Get to know your numbers. What story are they telling?

Where Do You Want To Go?

  1. Growing your business. What departments or avenues do you want to increase?
  2. Selling your business. Where do you want your business to end up?
  3. Decreasing stress. What are your pain points?
  4. Building up cash for other ventures. How can you increase your capital? 
  5. Succession to staff or family. How can you make this as easy as possible?

How Do You Get From Here To There?

  1. Creating a clear and measurable plan for you. What does your business need from you?
  2. Creating a clear and measurable plan for your people. How do you keep your team motivated and easy to maintain?
  3. Creating a clear and measurable plan for your numbers. How can you develop clear and simple monthly reporting?

Where Do We Go Now?

  1. Work with our team to execute and measure the plan. How is this going?
  2. Weekly phone calls with our consultants. How can we assist you?
  3. Monthly face-to-face meetings to review your plan and make necessary adjustments. What can we add to make things easier? How can we make your business plan even simpler?
Our clients are our main focus. Their business is our business.