STRATEGIC BUSINESS DEVELOPMENT

The philosopher Aristotle once said, “The whole is greater than the sum of its parts.” This quote reminds us that the synergy created in teamwork is often more effective than the sole efforts of an individual. What one person can do alone, many can do better together.

Consider a simple machine. If one part is missing, it ceases to function. If too many parts exist, they become unnecessary and redundant. Identifying and optimizing each function is how our team of award-winning business consultants deliver.

Our proprietary strategies and learning systems have generated millions for business owners just like you. We guarantee that our custom-tailored solutions and personal approach will create sustainable growth in health, wealth, and wellness throughout your organization.

Whether your business has hit a plateau or a road block, we are here to help. Contact us today for a free consultation.

Teamwork Makes the Dream Work

The philosopher Aristotle once said, "The whole is greater than the sum of its parts." This quote reminds us that the synergy created in teamwork is often more effective than the sole efforts of an individual. What one person can do alone, many can do better together.

Consider a simple machine. If one part is missing, it ceases to function. If too many parts exist, they become unnecessary and redundant. Identifying and optimizing each function is how our team of award-winning business consultants deliver.

Our proprietary strategies and learning systems have generated millions for business owners just like you. We guarantee that our custom-tailored solutions and personal approach will create sustainable growth in health, wealth, and wellness throughout your organization.

Whether your business has hit a plateau or a road block, we are here to help. Contact us today for a free consultation.

Teamwork Makes The Dream Work

UNDERSTANDING
FUCTIONAL GROUPS
THAT WORK

LINKED COMPONENTS
OF A SUCCESSFUL
BUSINESS

___ OUR SERVICES ___

STRATEGIC BUSINESS DEVELOPMENT

TWO-DAY BUSINESS ASSESSMENT

Business Assessment Overview


By identifying key performance indicators across all functional groups of your organization, we can help you develop and optimize your strategic goals.


Our Business Assessment Overview: 
Executive Summary | Primary Services Offered​
Marketing & Sales Assessment


Key Performance Indicators:

Brand Building Method (Brand, Voice & Face) | Lead Generation Sources (#Leads, Demo, Sell) | Sales System (Value, Products, Pricing & Closing Rates) | Number of Sales Associates & Leadership | Compensation Methods | Retention Systems | Performance Measurements | Competitive Analysis
Finance, Operations, HR & Compliance


Key Performance Indicators:

Organizational Type (S-Corp, C-Corp, LLC, etc.) | Tax Structure (Number of Owners) | Financial Accountability (CPA Firm) | P&L (Profit and Loss) Analysis (Key Ratios) | Balance Sheet Analysis (Key Ratios) | Cash Flow Statement Analysis | Historical Numbers and Forecasted Volume | Products/Services Offered and Average Ticket Price | Budgets and how to determine budgets | Average Standards for margins and expenses | Capacity Utilization | Policies and Procedures | Dun & Bradstreet | Business Life Cycle Chart

Current Strategic Direction


Key Performance Indicators:

Organizational Life Cycle (Form, Storm, Norm & Perform) | Organizational Structure (Centralized or Decentralized) | Team Dynamics Development and Retention | SWOT ANALYSIS (Strength, Weaknesses, Opp. & Threats) | Key Leverage Positions of the Company | Key Business Implications of the Company | Technology Needs and Lack (CRM, Systems, Etc.)

Strategic Recommendations


Key Performance Indicators:

Highly recommended next steps | Customized solutions for each functional group assessed

Key Metrics to Track and Measure


Key Performance Indicators:

Numbers to track per critical functional group to assure that clients are performing at a minimum of industry standards

___ KEY PERFORMANCE INDICATORS ___

ACCOUNTING & FINANCE

Accounting & Finance Overview


By identifying key performance indicators within Accounting & Finance, we help you to achieve drastic cost savings and sustainable margin improvement month over month.


Accounting & Finance Overview: 
Balance Sheet | Profit & Loss
Balance Sheet


Key Performance Indicators:

Current Assets | Current Liabilities | Working Capital (Assets - Liabilities) | Fixed Assets | Asset Utilization | Valuation & Net Worth
Profit & Loss


Key Performance Indicators:

Sales | Cost of Goods Sold (COGS) | Gross Margin | Selling, General & Administrative Expense (SG&A) | Net Income

___ KEY PERFORMANCE INDICATORS ___

MARKETING

Marketing Overview


By identifying key performance indicators within Marketing, we help you create a strategy for ever-increasing positive exposure. From branding and web development to PR and analytics, we influence influencers.


Marketing Overview: 
Effective Marketing Strategies | Understanding Industry Ratios
Marketing Strategies


Key Performance Indicators:

Effective Lead Generation Engines & Associated Costs | Reputation Management (Social Media, Reviews) | New Products | Restaging Existing Products | Competitive Price Points | Placement
Industry Ratios


Key Performance Indicators:

Fastest Growing Companies | Most Profitable Companies | $25+ Million Dollar Companies | $20,000 Transaction Cost | Reseller Channel Costs

___ KEY PERFORMANCE INDICATORS ___

SALES SYSTEMS

Sales Overview


By identifying key performance indicators within Sales, we help you understand and increase closing rates through strategic training in competence and confidence.


Sales Overview: 
7 Steps of Completion (Sales Value System) | Understanding Key Performance Indicators

Sales Strategies


7 Steps of Completion / Sales Value System

1. GET TO KNOW YOUR CUSTOMER
2. GET THE POWER TO CLOSE
3. VALUE PRESENTATION
4. PRODUCT DEMO
5. OBJECTION TESTER & CVS
6. CONTRACT
7. AT THE END OF THE DAY

Key Performance Indicators


Key Performance Indicators:

Number of Sales Reps Per Dollar in Sales | Leads Per Sales Rep | Demo Rate Per Sales Rep | Close Rate Per Sales Rep | Commission Structure with Appropriate Chargebacks | Number of Products Each Sales Person Represents | Sales Volume of Each Sales Rep

___ KEY PERFORMANCE INDICATORS ___

OPERATIONS

Operations Overview


By identifying key performance indicators within Operations, we help you learn how to maintain high quality control from start to finish for any business.


Operations Overview: 
Effective Operations Strategies | Key Performance Indicators
Operations Strategies


Key Performance Indicators:

Effective Purchasing of Material with Purchase Orders | Effective Hiring of Installers at Competitive Rates & Scheduling | Effective Utilization of Assets | Project Management
Key Performance Indicators


Key Performance Indicators (cont.):

Implementation of Gantt Charts (Project Planning Timeline) | Implementation of PERT Charts (Program Evaluation & Review Technique) | Effective Installation and Communication with All Involved | Over and Under Costs of Installation | Collecting Funds from Customer & Final Inspection

___ KEY PERFORMANCE INDICATORS ___

HUMAN RESOURCES & COMPLIANCE

HR & Compliance Overview


By identifying key performance indicators within Human Resources & Compliance, we make it easier to navigate regulatory requirements that benefit you and your employees.


HR & Compliance Overview: 
Effective HR & Compliance Strategies | Key Performance Indicators
HR & Compliance Strategies


Key Performance Indicators:

Company Policies | Company Procedures | Employee Handbook | Regulatory Environment
Key Performance Indicators


Key Performance Indicators:

Code of Ethics Statement and Document | OSHA Compliance System | Organizational Structure | Succession Planning | Team Dynamics, Training & Education | Performance Evaluations & Pay Scales | Conflict Resolution

___ KEY PERFORMANCE INDICATORS ___

INFORMATION TECHNOLOGY

Information Technology Overview


By identifying key performance indicators within Information Technology, we help you transform challenges into opportunities and disruptions into disruptors.


Information Technology Overview: 
Effective IT Strategies | Key Performance Indicators
Information Technology Strategies


Key Performance Indicators:

Infrastructure | Systems | Resources | Tools | Education
Key Performance Indicators


Key Performance Indicators:

Customer Relationship Management (CRM) Program and Effectiveness | Estimating Software & Systems | Accounting Software | Project Management Software & Hardware | Expert Tools, Terms & Technology | Security Camera Systems for Asset Protection | Vehicle Maintenance Technology

___ KEY PERFORMANCE INDICATORS ___

STRATEGY IMPLEMENTATION

Strategy Implementation Overview


Strategy is the nexus of every functional group and it all starts with a War Room. By identifying key performance indicators, we help you develop defensive and offensive business strategies.


Strategy Implementation Overview: 
The Fundamentals of Strategy | Key Performance Indicators
Key Performance Indicators


Key Performance Indicators:

Business Life Cycle | Strengths, Weaknesses, Opportunities & Threats (SWOT) | Sustainable Competitive Advantages (SCA) | Key Leverage Points | Business Implications | Action Register (Who, What, When, Where, Why) | Staff Meeting Schedules | Implementing Best Practices, Goals & Accountability | Exit Strategy, Keyman & Disability Insurance, Buy-Sale Agreement & Asset Protection

___ A WHOLISTIC APPROACH TO ___

HEALTH, WEALTH & WELLNESS

Health, Wealth, & Wellness Overview


The same strategies used to develop business acumen can also be applied in our personal lives. By identifying key performance indicators, we help you develop lifestyle balance so you can live the life of your dreams.


Health, Wealth, & Wellness Overview: 
Maslow’s Hierarchy | Taking Personal Inventory | Key Performance Indicators
Maslow's Hierarchy


Self-Actualization: 
Morality | Creativity | Spontaneity | Acceptance

Self-Esteem: 
Confidence | Achievement | Respect for Others

Love & Belonging: 
Friendship | Family | Intimacy | Sense of Connection

Safety & Security: 
Health | Employment | Property | Family & Social Stability

Physiological Needs: 
Breathing | Food & Water | Shelter & Clothing | Sleep
Personal Inventory


Personal Inventory / Lifestyle Balance: 
Physical Health | Emotional Health | Relational Health | Job Satisfaction | Community Involvement
Key Performance Indicators


Key Performance Indicators / Lifestyle Balance Ratios: 
Sleep | Work | Driving | Personal Care | Exercise | Eating | Time with Significant Other | Time with Children | Time with Friends | Miscellaneous