Gain (or regain) your FREEDOM...
Maybe spend your Time and Money FREEDOM with your family in Jamaica.
Start by looking at your business as an investment. Because it is! Business investors and acquirers are smart. They want to invest their resources into businesses that:
- Are profitable – with profits increasing over time
- Have steady, predictable cashflows
- Clients LOVE to refer to friends and colleagues
- Aren’t dependent on the owner’s time for success
Who wouldn’t want a business like that?
The transformation starts with an estimate of value and an assessment of how the business performs on core value drivers.
We then coach owners through a system that enhances key areas of your business. Focus areas include Growth & Scalability, Customer Satisfaction (NPS), Smooth & Increase Cashflow, Employee Engagement, Market Positioning, Dependencies & Bottlenecks, and more.
Of course, every business situation is unique. So while we have a proven system, we maintain the flexibility to spend appropriate time on the areas that will be most impactful for your specific business.
“I’ve worked with Brad several times and invested in one of his businesses. He has the unique ability to take an idea, refine it, build a team, and company around it, then scale it for growth. He is very well-rounded with technical skills as sound as his sales and marketing abilities.”
Stephen Forte, Managing Partner, Fresco CapitalAdvisor, Coach, & Ethics Testimonials
“Brad is phenomenal at providing real-life business advice, especially by identifying any potential issues with your current plan, then providing specific guidance on avoiding or addressing the concerns.”
“It has been a pleasure to work with Brad and his team. They are very responsive and professional in all they do. Their goal is to take care of their clients and their employees. It is a pleasure to work with someone who has the same goals as you.”
A FEW RECENT BLOG POSTS
HRA, FSA & HSA – Clarifying the key differences
What are the differences between an HRA, FSA, and an HSA? Are all of these "use it or lose it" accounts? It's almost weekly that I speak with someone who is confused about how these [...]
How to Defer Taxes on up to $58k when Self-Employed
Taxes for the Self-Employed can be Steep! In addition to regular income tax rates business owners are responsible for an additional "self-employment" tax. Consider that if you are married and earn $200k in 2021, your [...]
5 Tips For Selecting Your Ideal Financial Advisor
Selecting the perfect financial advisor for your needs can be tricky. There are usually multiple financial advisors in each city and we highly recommend speaking with several before making a decision. Consider both objective factors, [...]