Success Stories

Professional Services

The Company: A professional advisory firm specializing in small businesses in the United States.
The Vision: “A world made better by entrepreneurs”
The Plan: Build the org chart with A+ players. Defensible marketing machine. Best-in-class service delivery.
The Results:
- In 5 years, ~$500K to $14MM while navigating COVID
- Partnered with them to build out a Marketing & Sales department. Went from 0% revenue generated to 40% in 16 months.
- 1:1 coached their clients for 3027 hours, helping them reach their goals.
- Inc. 5000 List for 5 years and counting
- Headcount increase from 7 to 47+.
- Installed 2 layers of leadership (Managers, VPs)

The Company: A holding company in the real estate vertical.
The Vision: After navigating COVID using a traditional real estate business model that included buying and selling properties and hard money lending, we diversified to stop trading time for money. We shifted our focus to building enterprise value with a goal to retire the owner with $10M Net Worth in 10 years.
The Plan: Prioritize cash flow now and build enterprise value.
The Results:
- Y1: Acquire first laundromat on seller financing.
- Y2: Acquire two more laundromats via a SBA Loan to double revenue.
- Y3: Acquire three additional laundromats to hit a low seven figure run rate -- while recapitalizing the balance sheet, installing management, and removing the owner from day-to-day operations.
- Y4 (2025): Build team to acquire laundromats remotely and expand additional services.
- Y5-10: Combine organic growth in the operating business and recycle cash flow into additional real estate developments as the market conditions evolve.

The Company: A multi-generational manufacturing company
The Vision: Build on the legacy of previous generations and bring the company into the modern era.
The Plan: Reduce waste by focusing on operational excellency to improve cash flow to strengthen the balance sheet and modernize the production lines.
- ‍Low Friction: Simple and intuitive processes that minimize effort and waste.‍
- Consistent: Predictable results, regardless of who is operating the system.‍
- Scalable: Systems that grow with your business without breaking under the pressure.
The Results:
- Predictability created by the new system improved cash flow.
- New cash flow improved the finances of the company enabling investment into new skills and technology
- That investment enables the company to predictably grow while reducing waste & limiting chaos.
- Reduced reliance on "all star employees" and let the system become the star.