who we serve

BUSINESS OWNERS

 

As a business owner with $2 million or more in annual revenue, you likely feel that multiple obstacles stand in the way of creating the life you want.

Sometimes, you’re not even sure if you want to do this business anymore. But that’s a secret, one you keep because so many people depend on you to keep pushing forward in the daily grind.

When you start considering changes, reality often pulls you back. The fact is, every business owner will eventually face the moment when it’s time to transition, whether by choice or necessity. That day may arrive sooner than expected.

Do you know what your business is worth? Are you aware of whether it’s even sellable on the open market, or what might limit its value?

Imagine if you could sell it for several million more than you currently think possible. Achieving this is possible, but it requires action well in advance—ideally, three to seven years before you plan to sell.

If your business depends too heavily on you, its value could be dramatically reduced—possibly even negligible.

The reality is, the biggest barrier to creating the life you envision could be YOU.

 

That’s where we come in.

 

The reality is, the biggest barrier to creating the life you envision could be YOU.

Our Profit Plus Strategy Playbook™ is designed to:

    • Confront difficult realities head-on so you’re in control of the outcome for yourself, your family, and your employees.
    • Replace the fear of an uncertain future with the clarity of a personal and business vision.
    • Reignite your purpose and passion for the next phase of life.
    • Set you up for an upgrade in the areas of personal wealth and business value, without losing sight of what matters most to you.

 

Ready to change the outcome? We’ll help you understand your business’s current market value compared to its Best In Class potential. Then, together, we’ll close the gap, so when the time comes for you to step away, both the business and you are ready, too.

CEOs / COOs

 

Every executive leader faces the “valley of despair” at some stage. These challenges, though rarely discussed openly, can feel isolating and overwhelming.

    • Margins are thin or even nonexistent, but only a few are aware—because sharing it widely could trigger a chain of panic
    • Competitors are slashing prices, driving down your rates, while customers are slower to pay.
    • Contractors and vendors are increasing costs and expecting quicker payment.
    • Employees demand substantial salary increases, sometimes even threatening to leave if they don’t get them.
    • Cost of Goods Sold (COGS) has climbed mysteriously, signaling possible process inefficiencies.
    • Your bank has raised the interest rate on your operating loan, and they’re rejecting your request for additional funds.
 

It’s a recipe for the valley of despair. How did things get here? Is there a way out?

That’s where we come in.

 

It’s a recipe for the valley of despair. How did things get here? Is there a way out?

Our Profit Plus Operations Playbook™ provides a systematic approach to:


    • Address cash flow shortages by targeting the root issues, guiding you toward financial stability and resilience—even in difficult economies.
    • Identify process inefficiencies that sap your resources. With clear steps and disciplined execution, we turn these drains into easily manageable areas.
    • Spot missed revenue opportunities in your current and potential streams, creating a straightforward roadmap to breathe new life and energy into the business.
    • Control runaway costs in COGS and overhead by implementing systems that bring peace of mind, allowing you to focus on what can be managed effectively.
    • Eliminate imposter syndrome by debunking the myth that being “too busy” means numbers aren’t a priority. We help you set up automated dashboards that monitor key metrics, enabling small, high-impact adjustments.
 

Ready to rise above the valley of despair? Let’s transform your operations and bring lasting profitability and peace of mind back to your business. 

LEADERS OF PEOPLE

 

Leading people is a challenging and delicate responsibility.

 Most businesses rely on people for success, yet they can be unpredictable, opinionated, emotional, and sometimes irrational. Some days, it feels like starting over with a fresh team might be easier. Why can’t everyone just get along and pull in the same direction?
 
    • Teams can quickly become frustrated with one another, spending time and energy on resolving conflicts and untangling unspoken expectations—only to have the same issues reappear. 
    • Communication often feels scarce or unproductive, and as collaboration wanes, work becomes isolated and redundant. 
    • Different triggers lead to emotional reactions, and trust and respect seem like a distant possibility.  
 

Is this a personality issue or something deeper? 

That’s where we come in.

 

Is this a personality issue or something deeper?

The Profit Plus People Playbook™ delivers a proven framework to:


    • Disrupt the exhausting cycle of personality conflict by fostering understanding and awareness of each team member’s natural problem-solving instincts. 
    • Eliminate inefficiencies from redundant work by using visual tools to evaluate and streamline core functions. 
    • Clarify roles and responsibilities, assigning clear ownership to a single accountable individual instead of overlapping responsibilities. 
    • Address the misalignment of team members with roles that don’t leverage their natural strengths, finding solutions that create fulfillment for the employee and meet the needs of the business
    •  Lower turnover costs by ensuring you hire the right person for the role, evaluating candidates’ strengths alongside those required for the job.
 

 Ready to turn team challenges into a thriving culture?  Reach out to discover how we can help.