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Business Strategy

A plan your team can actually run

We help you get clear on where the business is going and how it gets there.

We use tools like the Vision Traction Organizer, quarterly priorities, and a simple issues list so the strategy lives in the business instead of a drawer.

Business Insights Report

Strategy and planning

2/5

Ask about Business Strategy

Someone from our team will reply within one business day. There's no obligation on either side.

Business strategy, in practice

Decisions owners bring us

We work with your leadership team to set the strategy and execute it. These are the decisions it has to answer, from the numbers we check to what you walk away with.

  • Cash and Forecasting 

    When should we buy equipment?

    We look at

    • Your cash forecast for the next twelve months
    • When the purchase does the most for your tax bill
    • Whether to buy, lease, or finance it

    You leave with

    A date to buy, and the way to pay for it.

  • Tax Strategy 

    Are we paying ourselves the right way?

    We look at

    • What the business can carry in salary
    • What each distribution costs you in tax
    • What your household actually needs each month

    You leave with

    A pay mix that funds your life at the lowest tax.

  • Business Strategy

    Have we tested our pricing strategy?

    We look at

    • What each product or job actually earns
    • Where your prices stand against the market
    • What a change would do to volume and margin

    You leave with

    Which prices to raise, and by how much.

  • Risk Management 

    Do we have revenue or customer concentration risk?

    We look at

    • How much revenue rides on your biggest customers
    • What losing one would do to cash
    • Where the next revenue could come from

    You leave with

    A plan to spread the risk before it costs you.

And questions like these

Every month

Inside the monthly meeting

Built around your numbers and the decision in front of you. Here's one month, start to finish.

  1. 01Before

    Your report arrives

    Before we meet, you get your monthly report: profitability, cash, what you're owed and what you owe, and last month's forecast checked against what actually happened.

  2. 02In the room

    We work the decision

    We go through what changed, check the handful of numbers that show whether the plan is working, and spend the time on the decision in front of you: a hire, a price, a piece of equipment, a new bank.

  3. 03After

    Every step has an owner

    You leave with next steps, each with an owner and a date, ours included. We check every one at the next meeting, so a decision turns into work that gets done.

Start small

Not sure this is the right route?

Start with the Business Insights Report. It gives you a full read on where the business stands today, and it names the priorities worth acting on first.

Start with the Business Insights Report