How a Business Tripled Its Profits in 9 Months
Dream Buster
In July 2021, the business owner approached a business broker to get an evaluation of the value of the company. It became clear the broker couldn’t sell the business for the amount the business owner wanted.
Dream Maker
The committed business owner & our certified CFO team.
Dream Making Process
We used our proven system to help our clients have a growing and more profitable business with less stress and overwhelm. We started in January 2022, with the goal to put it onto the market in March 2023.
1st Step: Set Annual Targets
We posted the last 3 years of historical financial data into the proven system, sat down with the business owner, and discussed what targets needed to be achieved to take the business to market. We created a forecast based on these targets.
2nd Step: Update Monthly Financial Records
We analyzed the client’s dashboard to ensure the forecast was being met and to determine what areas needed to be focused on. With the proven method, only 2 to 3 attainable action steps per team member to achieve success.
3rd Step: Meet the owner over Zoom
We meet monthly to go over the findings and propose the next steps.
Dream Results
The business owner was dedicated to following the proven system and did a great job reaching most of their objectives 6 months earlier than previously expected!
Tripled 2021 profit in 9 months from $164,000 to just under $500,000.
2022 is expected to close at around $750,000!
Dream Come True
Our client reached out to the broker, who agreed to put the business on the market in October 2022!!!
This business owner’s financial dreams came true, working with us and our proven system!
Want your financial dreams to come true?
Book a Right Fit Call
In most cases, the monthly CFO fee has a 100%+ return on investment.
No Set Up Fee & No Contract
Hey! I’m Natasha, Profit Strategist & CFO
I’m truly passionate about helping business owners grow their businesses, which in turn helps grow their lives. I believe becoming successful is the highest form of resilience and interruption to society as we know it!
My passion, I would even venture to say, is my calling is to help clients go from feeling overwhelmed, stressed about cash, wondering "where did all the money go" to running their business like a CEO!
Got questions? Email us at hi@theprofitstrategist.co
Ready to get started? Schedule a Right Fit Call today
