I grew up in my family’s business, literally and figuratively. This gave me a chance to see first-hand the challenges of running a business, specifically the challenge of deciding what problems and opportunities to allocate time, labor and capital to. I also got a chance to see the amazing impact a well-run business can have on its employees and the community.
This has given me a passion for helping business owners figure out the best ways to grow their business so they can have the largest possible impact on their family, their employees, their customers, their vendors, and their community.
When I am not helping clients or my amazing kiddos, I enjoy running, crossfit, cooking, camping and hearing people tell their stories.
We love asking questions and facilitating discussion. 'Why do you want to grow?' 'What would growth look like to you?' 'How can we measure success?' From those discussions we will work with you to come up with a measurable plan for success.
The purpose of these meetings is to cover:
These meetings are usually informal and the goal is to learn more about the client, the businesses, the business goals and the major issues the businesses are facing.
This will include looking at historical performance and doing some forecasting. This review also gives us a chance to better understand the client’s accounting systems and staff.
These recommendations will focus on the major issues the company is facing and the client’s goals. We will include very specific action steps, a time line and metrics for managing the project. For example, if the company is currently underperforming the industry and the client wishes to sell the company in two years, we would come up with recommendations to improve performance and also some steps to best position the company and the client for a potential sale.
With most of our clients, we participate in the implementation of the recommendations. This allows the client’s current staff to spend most of their time running the business.
Shoot us a text or give us a call!
616-780-5113 or send a message using the form below.