We are experts at helping you develop a plan and providing the guidance to see it through
Get Help Clarifying Your Company's Vision
If the vision is not clear in your mind, you will waste your valuable time and money
Your team wants to know where the company is heading and what it stands for. As the owner, you need to LEAD them there. They want to travel the path with you.

In order to create the business of your dreams, your vision must be clearly defined and communicated.

Our team can walk you through the process of driving clarity around your vision, reducing your stress and increasing your profit.
Your company's vision is broken down into four components:
  1. Core Values — Core values are the essential and enduring tenets of an organization. A small set of timeless guiding principles, core values require no external justification; they have intrinsic value and importance to those inside the organization.

  2. Core Purpose The organization's reason for being.

  3. 10-30 year BHAG (Big Hairy Audacious Goal) A true BHAG is clear and compelling, serves as a unifying focal point of effort, and acts as a catalyst for team spirit. It has a clear finish line, so the organization can know when it has achieved the goal
  4. Vivid Description A vibrant, engaging, and specific description of what it will be like to achieve the BHAG.
*This framework is based on the work of Jim Collins.

We will walk you through the process of defining your vision so you can share with others.
Strategic Planning & Check-ins
-Strategic Planning Facilitation
-Quarterly Strategy Check-ins
-Monthly Team Meeting Facilitation
Once you've clarified the vision and defined your plan, you need to have some process for checking in weekly or monthly to see how you are tracking to that plan. Doing this will seriously reduce your stress.

Meeting weekly or monthly ensures you are focused on the things that truly move the needle for your small business. This is turn will give you more time and reduce your stress.

Get Help Determining The Right Metrics
If you are not using metrics, you are losing profit. Period.
We will work with you to determine the top 5-6 metrics which can be used to run your business.

The metrics of your business tell you if you are making progress on achieving your vision. Your metrics then become part of your operational dashboard which we will review with you on a weekly or monthly basis, increasing your profit and reducing your stress.
Get Help Creating A Financial Model For Your Business
A financial model is a tool which is used to help you generate more profit.
A good financial model should help reduce your stress and generate more profit by answering some of the following questions:

  • Why do I have less cash even though sales increased?
  • Can I afford to hire new people?
  • How much cash runway do I have?
  • What does it cost to acquire a new customer? Do I have a sustainable business model?
  • What is my business worth? Can I raise capital?
We will create a financial model for you that YOU CAN USE to operate your business, reducing your stress by giving you insight into the future.