Defend Your Day

Your time is your most valuable resource. Once you optimize your role and reduce owner dependence, your business becomes a valuable asset that can be worth 20-30% more.

Find Clarity

As time opens up, you will have more fun building company value. Owners who replace clutter with clarity have a business that brings more joy and less worry. The ROI is priceless.

Focus on Company Value

Chasing revenue or profit in a vacuum can lead to risk, resulting in a less valuable company.  Company value is the ultimate metric for a business owner.  Addressing quality of earnings and key value drivers can improve business value 5-15% per year.

Protect Your Investment

Value growth goes hand-in-hand with an endgame to protect your investment in your business. Once you have an endgame, you will run your business differently. A valuable business is not only more resilient, but provides more options.

boat on a lake

Guided Success

See programs and pricing below. Call for custom engagements or CFO fractional services.

Sessions

Quick & Effective Guidance to Maintain Momentum
1-pack
50-min session
$250
5-pack
5 sessions (within 10 weeks)
$1,000
Sample Topics

Assessments

Benchmarks to Highlight Strengths & Weaknesses
A1. Financial Analysis & Value Range
$1,500
A2. Exit Readiness & Data Room Planning
$2,500

Contact Us for Other Services


Financial Assessment
Managed IT Assessment
Exit Plan
Fractional CFO
Custom Engagements

Invest in Yourself for Big Returns

Take 10 Hours Back
If your salary equates to $50/hr, then you saved $500 per week or $25,000 every year. (Don't worry, we're not touching your salary.)

a. Once you gain 10 hours back, you can enjoy more time for yourself and those you care about. ROI: priceless.

b. You reduced owner dependence creating a more valuable business.
Increase in Value: 4-6%
Fix The Next 10 Hours
As time opens up, you will have fun working to build value.

a. Owners who embody the owner's metric of company value will improve their business value 5-15% per year.

b. Owners who replace clutter with clarity have a business that brings more joy and less worry.
ROI: priceless.

c. A valuable business could mean a successful exit down the road.
ROI: priceless.
Focus on Company Value
Chasing revenue or profit in a vacuum can lead to risk, resulting in a less valuable company.  Focus on quality of earnings and the 8 value drivers.

An owner with a $1,000,000 profit / $5,000,000 value business who grows profit by 10% increases profit by $100,000, but the value increase is unclear. The focus needs to be value growth.
Protect Your Investment

Core Principle 1: There is no sliding back. Protect your new found time.

Core Principle 2: Once you have an endgame, you will run your business differently. Don't sleep on your endgame.

Core Principle 3: Revenue, profit and margin are managers' metrics. The owner's metric is company value.

You Deserve Support On Your Path to Freedom

Get better before you get bigger.
Book a Call

Focus Area

Dreams with no plans
Lack of vision
Trial and error management
Prioritize by intuition
Working hard but not growing
Unstructured hiring
Diving for dollars
Website and collateral don't convert
No memorable elevator pitch
Not promoted by your own customers
No central theme to your social media
Products & services are confusing
Rely on word-of-mouth
No resources to execute marketing
Don't ask for the sale with confidence
Not aligned with marketing
Sales emails don't close
You are the hero
Proposals get ignored
Cannot gain trust of new customers
Employees do not know how to sell
Uncertain profit by product or service
Need new products
Products and offers don't stand out
Product launches have not worked
No formal upselling
Insufficient bundles
Lack of recurring revenue potential
Too many people multi-tasking
Team not getting regular feedback
No driving culture
Leaders need to manage better
Too many meetings
Team members not focused
No effective incentives
Personal and business co-mingled
Cash shortfall is a concern
Know the revenue, not the profit
Don't fully understand P&Ls
No reliable emergency fund
Need and want simple metrics
Undisciplined reinvestment
Analyzing Businesses
Acquisition Financing
Winning Offers
Dealing with Brokers
The Right Attorneys
CPAs & Bookkeepers
Buyer Due Diligence