Services

Assisting mid-sized companies continue a path to success is what we do. The appreciation of owners is rewarding. Seeing the team enjoy their jobs more is rewarding. [one more] It is psychic income.

How we do that is below. Information about me follows that. What we have done for previous clients follows that.

Leadership

Is your team performing at high level? Do cross functional teams understand each other and cooperate? Are you reactive or proactive? Do you have a guiding vision? Are mistakes a crisis or a course correction? Do your associates trust your leadership? Do you work in your business, or do you work on your business? Do you have plans and do they get accomplished?

Leadership Rowing Image
Increase Sales Revenue

Growth

Are potential customers not selecting your company? Does your customer service need improvement? Can you add complementary products to your offering? Is there an additional territory the company can address? Is the sales team meeting projections? Do your systems tell which offerings are most/least profitable?

Improve Profitability

Are you disappointed with the profits you can take home? Are your peers more profitable? Are your prices too low? Are your costs too high?

Imrpve Profitability
Business Up to Speed - Speedometer Measures Growth

Processes Match Current Needs

Have the processes your business relies on been updated to fit current needs? Does your company have to step out of normal processes to satisfy customer demands/needs? Can your company predict profitability within 10% for the next month?

Implement/Improve Technology

Is your information current and dependable? Are you relying on spreadsheets for your information? Do your systems accurately track inventory, receivables, and cash flow? Is QuickBooks your accounting tool? Are you considering a technology upgrade (ERP, CRM, Accounting)?

Improve Technology
Businessman facing many business opportunities

Exit

Are you considering an exit in the next three years? What is your preference: strategic sale, employee buyout, or other? What are your goals after the exit, both personal and financial? Will you have enough wealth to ensure the lifestyle you want? Will there be enough to fund a trust for your children and grandchildren, and support your charities of choice?

If you can answer “yes” to all the above questions, then you do not need our assistance. If there were “no’s” to the above, let’s talk. We will guide you to turn the “no’s” into “yes’s”.

Who We Have Worked With

Below are some of the companies that we have served. In addition to these, there are more than 30 companies with sales of less than $50M that have been served.