What does it look like to work with us?
Entrepreneurs have endless decisions to make. And many don’t feel great about their numbers. Your monthly P&L statement offers a current picture of your business, but what do you actually do with this data?
You’re not alone.
We’ve helped countless entrepreneurs answer these questions and more through strategic growth plans and monthly reporting.
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Here’s what to expect when you work with us:
We’ll order the chaos.
After our first call to get to know you and your business, we’ll dive into the chaos and pull together all of your key numbers and inputs.
Then, we’ll build a comprehensive strategic growth plan based on your unique drivers, historical figures and sales efforts.
We’ll make a plan.
With your first monthly report in hand, we’ll meet to adjust inputs and create better + worse scenarios to predict how your decisions today could positively or negatively affect your future growth.
From there, we’ll offer insights as to the best next steps on the path to your stated goals, with industry trends in mind.
We’ll check in monthly.
Each month, we’ll meet to review your monthly report, monitor KPIs and financials and help you continue to make strategic and informed decisions aimed at your goals.
This means you’ll always have a clear and actionable plan that keeps your business on the right track.
At every meeting we’ll MAP your growth.
M
MEASURE
How did our actual results compare to what we thought was going to happen?
A
-
ADJUST
What updates need to be applied to the underlying forecast to reflect reality?
-
P
PREDICT
Based on our refined growth picture, are we still on track to meet our goals on time?
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Businesses who have a plan grow 30% faster.
Burke, A., Fraser, S., & Greene, F. J. (2010). The multiple effects of business planning on new venture performance. Journal of Management Studies, 47(3), 391-415.
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Here are a few of our favorite KPIs to track:
Revenue vs. Target
How did demand change compared to last period?
How much revenue are we on track for this month, quarter and year?
Gross Profit Margin %
How many pennies of every dollar are available after deducting all variable expenses?
Where might we have an opportunity to improve margins (price increase, variable cost decrease)?
Monthly Breakeven $
What is the cost of running our system, regardless of how much revenue we generate?
What is our monthly revenue breakeven point, accounting for gross profit percentage?
EBITDA Margin $
How much profit is left after covering the fixed costs of operating the business?
Where are we able to reinvest profits to hit our goals sooner?
Cash Available for Distribution
What is our current cash position (on balance sheet)?
How do we expect cash available to grow over time?
Don’t just take our word…
“I wasn't even sure what questions to ask. This guy really has a gift. You're like the business whisperer. He simplified it all and helped me understand what was really possible. He helped me figure out my WHY. He's worth every single penny and then some.”
—Lisa Dye
Infinity Medical Marketing
“Absolutely worth the investment. It's been a great relationship. Hire these guys immediately. Returned our investment tenfold.”
—Nathan Maggard
New Frontier Tiny Homes
“I will tell you the best decision I have made up until this point is hiring them and getting them to come alongside me. I've seen such a change in my leadership and the way that we strategize. If you're on the fence about this, go ahead--you will so not regret it.“
—Kenzie Todd
Full Ride Cycling
Why do these numbers matter?
Measuring numbers reveals opportunity.
Our clients will tell you they find freedom and peace of mind knowing that everything is in its place and is tracking toward their stated goals.
They know nothing is being overlooked and they can move forward with clear, actionable steps each month to make sure their business stays on track.
Let’s grow the business YOU WANT.
Schedule Your FREE 30-Minute Strategy Call