Our Services

Business Coaching

Many coaches wing it or use their own, usually ad hoc ‘system’. Our coaches use the proven Value Builder System and its 8 business drivers to help the business owner improve performance, overcome challenges, attain goals, grow business value, and achieve freedom. Coaching on each of the 8 business drivers is supplemented as needed with coaching in leadership, team, and/or organizational development, strategy, culture management, employee engagement, and work-life balance.

Audits

Provide opportunities to save money, sometimes lots of money.

Specialized tax credits – The tax code has over 72,000 pages and CPAs usually live in 150-250 of those. If you are working with the typical CPA firm you are missing out on HUGE incentives! These credits usually require specialized knowledge that require a niche business to handle. Our team only focuses on these credits. We don’t compete with your accounting firm and offer normal accounting services so you can continue working with your current firm or we can help you find a better fit.

Expense Reduction – Payroll, Benefits, Insurances, 401K just to name a few. We will look at over 40 areas to make sure your business is getting the absolute best rates available. Once we find an area, we will continue monitoring that service to make sure the prices stay favorable to your bottom line.

Certified Business Valuation

Amazingly most business owners don’t know the true value of their business – a dollar value that you can count on should something happen. Our team takes a fact-based, data-driven approach to get a certified business valuation – one that will hold up in a court of law. Approaching a business transition or sale? Need to know what your business is really worth? A lot of times we need to know where we are starting from to know where we are going.

Tax Strategy Planning

Are you sure that you are not leaving money on the table? Are you taking advantage of every opportunity to minimize your taxes? Most people frown on others taking advantage of “loopholes” in the tax code. Those “loopholes” are available to anyone that qualifies and “knows” how to take advantage of them. We’ve talked to a lot of accounting firms and CPAs – most are reactive not proactive. Our team reviews everything to make sure that nothing is left on the table. You end up optimizing your tax picture, avoiding headaches, and saving money. Just like you we are patriotic Americans that believe in paying taxes, just not 1 cent more than we have to!

Networking & Mastermind Groups

Networking is no longer an option. It takes time. And doesn’t always pay off. That is why we offer every coaching client the opportunity to connect and build relationships with the best. Give and receive referrals and learn. Grow the value of your business faster. Find out what has worked from other business owners who have been in your situation. We haven’t found a better way to invest your valuable time.

Mission Portrait

According to studies, 87% of people don’t understand their purpose. Through this training, you will uncover your purpose and walk away ignited to live with greater clarity, passion and purpose! Here are a few of questions we are going to cover in our time together:

What are your core values and what makes you unique? What’s your vision and purpose in life? How do you practically live out your vision? What will you do when you get off track, lose your fire and focus?