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Create Cash Flow | Optimize Business | Grow Margins | Scale Operations
Our 4 Step Approach

Create Cash Flow | Optimize Business | Grow Margins | Scale Operations

Our proven process begins with a free discovery call and proceeds through a detailed assessment, custom planning, implementation and ongoing advisory. We incorporate regular check ins and support scaling and exit planning.

Create Cash Flow

Creating cash flow doesn’t’ magically happen, however, there are systematic ways to produce MORE cash in your bank account from sound business principles. We’ll dig into the following areas and more to find additional cash flow for the business. Some of our first stops are:

  • Tax Planning
  • Accounts Receivable
  • Accounts Payable
  • Inventory
  • and more …

Optimize Business

When it comes to business, there are many things to optimize. We like to start with optimizing your sales and marketing. Most business do great at provide amazing service, but often are unable to answer questions like:

  • Where do my customer come from?
  • How much am I paying to get a new customer?
  • Which marketing channels are the most successful?
  • Which channels should I be using?
We’lll make sure you have answers to those questions and more!

Focus On Growth

Now that we’ve created new cash flow and optimized our sales and marketing we’re ready to grow the business. Our initial goal is to grow the business with money from within the business and then we put a plan in place to utilize new profits to increase GROWTH opportunities.
Depending on the state of your business, we may also need to look at growing areas like human capital, fixed assets, and digital infrastructure. When we analize a growth opportunity we take in to account return on investment (ROI), payback period, ability to increase capacity, and exit planning.
It’s never a “one size fits all” approach, but a unique strategy for each client.

Scaling Your Company

Scaling your company is more that just growing revenue. We have to look at the entire business in segments and ask ourselves a critical question, “If we had 10X more (transactions, inventory, employees, locations, ect.) is this the process I would use?” All too often, we will find that the answer is “No” and we need to modify a system or process.
Determining those now, prior to growing with significant proportions will be a huge benefit. There’s nothing more frustrating that applying money/growth to a broken system. We’ve seen it detrimentally affect businesses in the past.
  • Where do my customer come from?
  • How much am I paying to get a new customer?
  • Which marketing channels are the most successful?
  • Which channels should I be using?
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