Services

We understand that the different areas of your business don't truly operate in a silo; they are (or should be) interdependent.  We like to think of it as pieces to a puzzle.  That's why when we work with our clients to grow and scale their business, we don’t just look at one segment; we take a holistic approach, focusing on the five core elements:

Fractional / Outsourced CFO Solutions

I honestly believe data is THE MOST underutilized resource in most companies.  When you know what to look for and monitor it on a regular basis, you as a business owner and CEO create more predictability, make more informed decisions, and relieve much of the money stress resting on your shoulders.

Most businesses, however, aren't in a position to hire a full-time CFO, nor do they understand (or maybe I should say choose not to) the ins-and-outs of items lurking in their accounting and cash system.  That's why we integrate outsourced CFO solutions in our strategic planning services, but also offer them as stand-alone services for the growing companies in need.

Below are some of the things you experience with an outsourced CFO that has your back:

Being realistic about where you are and how your company is doing is sometimes difficult because you're so entrenched in the day-to-day, and let's face it...it's your baby.  That's why we come in and assess how your company is doing in the five core elements of your business.

After discussing our results with you and giving you immediate actionable items, we'll work with you to design your customized strategic gameplan that aligns not only with you and your business model, but also your vision.

We'll then work with you and your team to guide you through the implementation of that plan, focusing on the things that matter most based on where you're currently at.

We'll provide coaching to (and develop) your leadership team, create more accountability among your members, and integrate CFO services during the ongoing process, helping you to continue your success in building a sustainable business on your timeline, and keeping an eye on the effect your actions have on your profitability.

Unlike selling your home, exiting your business takes time and there may be more options available to you than you think,

Like selling your home, however, exiting your business is just as much an emotional process as well as a transactional process, but it IS a process - somewhat a journey...not an overnight event.

There are things such as value that are typically overstated, and there are things such as due diligence that are typically understated.

We not only work with you to understand what you want life to look like during the transition and after the exit, but we'll help you identify the best exit that works for you based on that vision, We'll then create a plan taking into account where you are now and where you want to be when you exit.  Finally, we'll quarterback the process with the necessary advisors you need in your corner.

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Whereas our other services are typically meant for companies with teams (or in the process of developing teams), the Profit Escalators Inner Circle is meant mainly for solopreneurs in the service industry and those stuck at 6-figures.

This is not your typical coaching program; it is a hybrid of 1:1 and group coaching using our unique Profitable Exit Framework that we use in our strategic planning engagements.

.Here are just a few of things you'll experience:

• 1:1 monthly mentoring calls that provide you with the personal attention to keep your momentum going, work on the strategies unique to your business, and make sure you're staying on track.
• A quarterly review of your financial dashboard resulting in actionable insights for additional profits
• .Bi-Weekly online group Q&A to answer key questions holding you and other fellow Escalators up, with monthly guest speakers and training.  
• Unlimited email support as we Escalate through your Profit Journey.