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Growth

THE GROWTH AUDIT

Many companies struggle to understand the complete picture of their financial health status.

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Even fewer know how to grow their top and bottom line predictably and sustainably.

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Our proprietary Growth Audit demystifies all of this for CEOs, and simultaneously does the following:

1. Accurately assesses your unique company financials

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2. Prioritizes a set of unique recommendations for your financial growth plan

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3. Details actions that are unique to your company to achieve your financial scale

We help you to unlock and fine-tune your company financials.

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HOW IT WORKS

Assess, Prioritize, and Implement

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DISCOVER

  • Discussion to get started

  • Quick questionnaires to clarify needs

  • Initial analysis of issues and potential course of action

  • Quick overview of financial statements

  • Free (1-2 hours)

ASSESS

  • Detail questionnaires to find hidden problems and needs

  • Review all documentation to see the full financial health of your company

  • Discussion on various financial goals and metrics

  • Detail analysis and review of Profit & Loss and Balance Sheet

  • Fixed one-time fee (1-2 weeks)

Prioritize

  • Set goals and needs

  • Create actionable items 

  • Prioritization of events

  • Set up timeline and plan for growth

  • Fixed one-time fee (1-2 weeks)

Implement

  • Implement the company financial plan according to planned needs

  • Observe and review the results based on the changes

  • Revise and realign objectives if the results fall outside of projections

  • Re-iterate the implementation process to achieve results closer to the projections

  • Fixed one-time fee (1 month+)

Checkup

  • Post audit review

  • Ten points checkup

  • Repeat every six months for two years

  • Discuss new issues and needs about future growth (additional work will be fee-based)

  • Free (1-2 hours)

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