- Ultimate Company Check-Up™
- Strategic Planning
- Facilitated Strategy Execution
- Leadership Mentoring
- Profit Escalators™ Inner Circle
- CFO Fractional Services
When we work with a company, we don’t just look at one segment; we take a holistic approach and focus on the five core elements of your business: finances, operations, marketing/sales, values, and leadership. We’ll identify your company’s strengths, weaknesses, hidden opportunities and threats allowing you to get or stay on track, delegate and take a step back. Our results create the momentum to take your company to the next level. You’ll also find when you receive clarity and the blueprint on things to work on now, you begin to recreate the life you actually dreamed of, without the overwhelm.
Below is a concise description of how we work and the services we provide.
It is essential that each client gets the attention, direction, energy, and time they deserve to take their company to the next level so we limit how many new companies we take on at a given point. If you want to obtain clarification and build the momentum you need to advance your company and accelerate your desired results, submit your application immediately!
Ultimate Company Check-Up™
There are several components to the Ultimate Company Check-up™, but the important thing to know is this health check takes a deep dive into your company to identify the current strengths, weaknesses, opportunities and threats. Afterall, if you don’t dive in to understand the foundation and ascertain the root of what’s slowing you down, all you’re able to work on are the top level symptoms. Treating only the symptoms blocks your company from true growth and leaves you spinning your wheels.
Note: Understanding no two businesses are alike and your company is unique to you, we feel it would be an injustice to use a boilerplate proposal. That’s one of the reasons why the Ultimate Company Check-up™ is so important – without it it’s difficult to provide a custom proposal that fits your specific needs and situation.
Prerequisite: An established business for which the owner/CEO is driven and growth-minded – we don’t settle for the status quo in our own business and we challenge our clients to be the same way. You want to understand the root of what’s really holding you back rather than continually responding to the symptoms.
We work with you and your leadership team to clarify your endgame – the vision you have for your company. We then create your company’s Performance & Profit™ Roadmap to get you from where you are today to where you ultimately want your company to be. Once we have clarification on where you want to be and when, we work together to breakdown the long-term blueprint into shorter-term milestones so it’s easier to stay focused on the things that will have the most impact to drive your business forward and take your company to the next level.
Prerequisite: You have to be willing to take action – money makers are action takers (but really it goes beyond that). You have to be willing to think differently because what got you to where you are today won’t get you to where you want to be – things change and you have to adjust accordingly.
Facilitated Business Strategy Implementation
Did you know 59% of business executives admitted their organizations struggle to bridge the gap between strategy design and implementation? Our On-Track Method™ alleviates that struggle because we will guide you through the implementation of your plan. We help teams measure their performance on an ongoing basis, troubleshoot problems, and keep them accountable and focused on the priorities rather than distracted by the daily fires and “shiny-penny syndrome”. Throughout the process you have access to an experienced mentor, resources, tools and support that will keep you on track.
Prerequisite: You want to work with a mentor who walks along the journey with you, works with you to give you practical advice from experience, is a sounding board to bounce your ideas off of, creates business and cash strategies with you and your team. Possibly just as important is the desire to instill an accountability program to keep everyone on track with your goals and milestones.
Our work goes beyond the financial and operational performance; we know the human component is key to every company. Quite often there is coaching given to the leadership team which recognizes differences and the effect on the overall success of the plan or helps them get through the tough decisions and obstacles when challenging the status quo and carrying out your business strategy. We can help the team shift their mindset and get away from those limiting beliefs they encounter each time they hit a wall.
Prerequisite: Your leadership team has to be open to new ideas and have the desire to create a cohesive team all working toward the same vision.
Profit Escalators™ Inner Circle
CFO Fractional Services
Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller, or it simply doesn’t make sense to have a full-time CFO due to the amount of activity.
If you’re fortunate enough to be in this position then we have the perfect solution for you. Our CFO services give you a professional financial manager who works with you to help guide your business to success.
The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our CFO services provides you with experienced support at a fraction of that cost.
Prerequisite: You don’t only care about increasing your top line revenue, but multiplying your bottom line profits as well. You want to work with an experienced mentor and CPA who is going to watch out for the effect all of the actions and strategies created have to your bottom line.
I do not guarantee revenue or profit goals because I am just one piece of the equation; you and your team have to put forth the effort as well. What I can guarantee is that you will get 110% of my creativity, energy, experience, and strategies, not to mention tools and support. Our #1 priority is your happiness and success which means we stand by our service 100%. Why do I make this guarantee? Because I want you to:
- 2x cash flow
- 3x profitability
- 10x valuation
- Reach your 5 year goals in 12-24 months
- Have the support that works with you to take the pressure off you and your leadership team
We’ll help you streamline your operations and have the confidence to make key decisions by building the processes and team allowing you to automate, delegate and take a step back. When you begin scaling your company and making it less reliant on you, you create the life you actually dreamed of when you started your business. You’ll now have the freedom to:
- Start checking items off of your bucket list
- Pursue hobbies
- Re-establish family life and other key relationships
- Get your life back
- Focus on you, and what really matters to you
As one client stated “Peggy is extremely diligent; she always has my back. Peggy looks out for my business as if it was her own. She protects her clients and does it fiercely.”
** Unfortunately we can’t work with everyone so availability is limited.
If you want to experience freedom and get your life back while you’re still young enough to enjoy it, you need to act now. Break up the daily grind and transform your business by submitting your application today!
If you’ve asked yourself these questions and are still overwhelmed or stuck, Quantum Scaling™ may be the solution for you…
- How can I keep control when the business is growing so fast?
- How do I grow my company and make more money – bottom line profits?
- What do I need to do now to get my company to where I want it to be?
- How can I handle the growth without wearing all these hats?
- How do I stay on track when I’m continually putting out these daily fires?
- How can the business survive without me if I step away some so I can enjoy life too?
- How do I get the company to a place where I can be confident I’ll have a profitable exit when I’m ready to walk away?
- What do I need to do now to take my business to the next level?