Does your business need a tune up?

February 03, 2023

Does Your Business Need a Tune Up? How to seek to Optimize Your Business in 3 Simple Steps

Have you ever lifted the hood of your car and checked the engine?

In today’s world, most of us head to a garage for a simple tune up because, let’s face it, even
getting the hood open requires us to check the manual.

Running a business requires that same care and attention because running a business is
anything but simple. There are a lot of moving pieces under the hood that require time, care
and attention.

Think of your business like a high-performance car you’ve worked your whole life to build,
maintain and protect.

You’re proud of your car. You take care of your car and someday, you might even think about
selling it.

Your business is more than just a shiny coat of paint. The engine under the hood drives growth
and equity value, and every spark plug and piston needs to work together optimally for your
business to address its full potential.

So how do we seek to optimize?

In working with hundreds of small to mid-sized companies, we have discovered three elements
of business optimization strategies seeking to help actualize growth. We have streamlined these into a step-by-step process to evaluate your business independently and move through the elements in a
systematic way.

1. Predictable Profits and Cash Flow (Value Capture)
Analyze profit drains and discover the actions in your business that enable you to generate
more revenue. In this stage, we focus on creating a plan of action seeking to fill in the gaps and make
your business easier to run. Sometimes a few small changes can make a huge difference in
eliminating the biggest drains on your profits.

2. Sustainable Growth (Value Creation)
With the confidence that comes with predictable profits and cash flow, you are better able to
deliver aspirational revenue and value. Here we develop a plan aiming to increase Confidence in the
Value Drivers that are critical to creating Sustainable Growth. Simply put, it’s the ability to grow
without chaos.

3. Defendable Equity Value (Value Realization)

The opinions voiced in this material are for general information only and are not intended to provide specific
advice or recommendations for any individual. All performance referenced is historical and is no guarantee of
future results.

Predictable profits and cash flow give the foundation for sustainable growth, which then
enables you to advance the Equity Value of your business, keep it strong, and fund your family
wealth. By demonstrating a process that you have implemented over multiple years to evaluate
the business and show how the business has improved will make the value that has been
captured and created more defendable.

Above all else, always look at your business from the eye of a buyer. Is your business something
a buyer would covet?

Like any great mechanic, we are here to help you seek to advance wealth, realize the potential
in your business, and face uncertainty with confidence.

Let’s look under the hood and get to work.