Big fall goals?

I know you have big goals for your business this fall. You’re done wondering:

  • “How much of my cash is available for me to take out and spend personally versus needed for business expenses / debt repayment / taxes?”

  • “I’m not sure about making Joe Shmoe a partner.  He’s clearly not ready - but I don’t want to lose him - he’s a key person on my team..”

  • “What do I do with this extra $80k of cash in my business?  Should I invest in my team, look at new office space, or keep it for a rainy day?”

  • “I opened a second location but things aren’t going well and I don’t know why.. My first location is SO successful”

  • “I want to expand, but I’m not sure what I want expansion to look like - add to my team, bring on another partner/owner, rent out more space..?”

 

And you know that if you figure out the answer to these big, juicy questions, good things are ahead like…

Finally paying yourself $15k each month - guilt free,

Being able to sleep at night because you know Joe will be around for years to come,

Confidently investing that extra cash so you max your ROI,

Running two locations that are profitable every single month, and

Being crystal clear on how your business will grow over the next 3, 6, and 12 months.

 

So how are we going to help you hit your big fall goals?  Management Consulting.  

 

We'll work alongside you to:

  • Dive deep into the numbers and figure out exactly how much you need each month to cover your business’ expenses (fixed + variable), corporate taxes, GST, and debt.  With this knowledge, you’ll know exactly how much “free” money you have (aka how much you can pull out of your corp now for that fall trip to Sicily).

  • Map out a path to partnership for Joe that lays out what you need to see from him (KPIs) over the next three years in order to bring him on as an owner.

  • Investigate the three best options for your extra $80k of cash and model out the ROI of each.  With this data in hand, you’ll confidently be able to decide which option to pick and have a work plan to support execution.

  • Draft segmented income statements of each of your locations to figure out exactly what the profitability probs are with your new location.  We’re also going to look at systems / processes in place to see where efficiency is lacking because profit problems usually have operational fixes.

  • And we’ll map out the financial and operational considerations of three growth opportunities that focus on expansion in a way that uses your unique strengths - whether that’s growing your team, expanding to another location or bringing on another owner.

 

FYI - Management Consulting isn't mindset coaching, inspirational chit chat, or a set of meetings you sit through while mentally going over your to-do list.  It is practical, focused, roll-up-your-sleeves, collaborative problem solving with someone who’s spent 15 years inside hundreds of businesses, fixing the exact kinds of problems you’re dealing with right now.

 

You’ll walk away with:

  • Clarity on this quarter's priorities - so you stop chasing 21 “urgent” things at once and focus on solving what matters most, whether that’s knowing how much you can take out of your business this month, making sure you keep a key employee, deciding where to invest extra cash, fixing the ops at a struggling location, or mapping out an expansion plan that actually works for your business.

  • Execution support - so you don’t leave our meetings wondering “now what?” and, instead, we help you start moving the needle right away.

  • Relief that you finally have a direction that makes sense - so you can shut down the mental ping-pong match in your head and get back to running your business without second-guessing every single decision.

Common topics we tackle with our Management Consulting clients include:

  • “How much can I pay myself each month?  I know there’s business expenses, taxes, and debt repayment.. but how much is left over for me?

  • “What’s the best way to keep a key team member excited about my business when I’m not quite ready to offer partnership? What could his path look like?”

  • “Where should I put this extra $80k so it actually moves the needle and supports growth in my business - people, more space, or an emergency fund?”

  • “How do I make sure my second location isn’t eating up all the profit from my first location?  I want them both to be in the black.”

  • “How do I map out an expansion plan that works for my business instead of copying someone else’s?”

The details:

  • Every project is unique, but we use our proven 3 step process to move the needle on your business' challenges: (1) diagnose the real issues, (2) draft a custom project plan, and (3) implement the project plan.

  • Investment starts at $10,000 + tax

 

Ready to get started?

 

Hit reply, say “I’m interested” and I’ll send over a few dates for us to chat to figure out if Management Consulting is a fit for you. 

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The day my dad offered to buy me jeans (a tale of cash flow)

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Are you chasing the wrong horse?