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Sounding Board

A Time for Owner-Operators to Gut Check Uncertainties & 
Focus on the Business for
60 minutes per month

Monthly Check-ins to Get an Experienced
Objective Perspective

Sounding Board is a regular catchup with the leadership team to discuss decisions, challenges and wins!

The purpose is to gain clarity and be held accountable to desired goals, KPIs & habits through productive and, sometimes difficult, conversations.

In addition to gaining clarity and getting out of your own echo chamber,
we have SIX modules to complete together using YOUR data that evaluates to establish the STEPS to scale your business!

Know Your Numbers!
Comprehensive Review of Your Financial Statements

Establish Financial & Company Key Performance Indicators

Set the Appropriate Price Using Multiple Methodologies

How Your Operations Impact Financials 
 

How Financial Forecasts & Budget Help Management
 

 Establish the Steps to Scaling Your Business
(Custom Tailored Plan)

Book your complimentary 15-minute consultation today!

Let's Connect 

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DISCLOSURE: Please be advised that the information and/or samples that referenced on this website is intended as general guidance and not legal, accounting or financial advice.  

We respect your privacy. Any personal information you provide to us—such as your name, address, telephone number, and e-mail address—will not be released, sold, or rented to any entities or individuals outside of our company.
 

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