Skip to content

We help small businesses increase profits and overall business value.

Let’s get more specific: We help you make your business run like a well-oiled, profit-printing machine with simple operating and finance strategies, so you get more for every ounce of effort you put in.

If you’re not quite ready to book a call, you can fill this out and I’ll email you. 

This is the most-effective (and simplest) way to transform your business into a profit-maximizing machine without complicated systems or excessive overhead.

what you want.

You want to be compensated the benefits of the long nights and early mornings.

Most small business owners are letting hard work go to waste — and it hurts our hearts (and our brains). Time, energy, and money wasted not realizing the full benefits. You’re so close to that financial windfall and even closer to the feeling that you made it.

We’ll help you get there. 

If any of these 3 resonate with you, this is perfect for you:

  • You want more cash flow to fund your life (or retirement)
  • You want to increase the value of your business (to eventually sell)
  • You want to optimize the core business process (to cut the fat before going next level) 
 

who this is perfect for?

You’re a seasoned small business owner who gets the game of business. That “newness” is gone, but the enthusiasm and drive is not. You recognize the value of your business and how growing profits are a means to achieve financial, personal, and lifestyle goals.

You have a small team (0-15 people) generating $300K to $3M in revenue.

  • You’re in control of the business (hands-on operator or ultimate decision-maker)
  • You’re a bit competitive, obsessed-with-progress who values money (but knows its a tool to get you to where you want to go)
  • You’re past the whole “I can do everything myself stage” and willing to take the necessary actions to reap the rewards

how we approach your business?

We’re not here to overhaul the business, because its important to keep the identity in tact (after all, you built it). 

We’re about impact moves — which means we hone in on the few actions with the greatest outcomes relative to the required effort. 

This is how our brains process your business:

  • Analyze, so it’s deeply understood (this drives clarity and understanding)
  • Organize, so it’s polished and simple to cut through the noise (this saves time) 
  • Optimize, so it’s effective and streamlined to operate (this makes run smooth)
  • Maximize, so it’s efficient at turning revenue into cash-flow (this makes it valuable)
 
P.S. The final strategy will have 3-5 key decisions. Remember how we said simple? Yeah, simple always wins. 

WHAT'S IN IT FOR YOU?

Build a bigger bottom line

It only takes a few impact moves to drive up profits and the overall value.

Reduce the headaches

The clearer, simpler, more straightforward you make the process, the better it all runs.

Position the business for the next level

Whether you want to sell it or grow it, you'll be able level up without carrying all the extra weight.

If you prefer to chat via email first, you can fill this out

We do one thing well, it comes in two flavors.

"MOST POPULAR*

Profit Roadmap (Core Tier)

  • Done-with-you service
  • 60-day process

Designed for seasoned, savvy business owners who want to tap into specific knowledge (but take the strategic roadmap and run with it at their own pace).

What’s the process look like (at a high-level):

  • Inhale: For the first 10 days, it’s about immersion into your business model and brain to spot the gaps, overlaps, and opportunities.
  • Analysis & Discussion: Over the next 30 days, we do a bunch of number crunching and hardcore thinking. We’ll have 3-6 deep dive discussions with you to isolate where opportunities align with your direction.
  • Roadmap: Over the next 15 days, we produce a custom action plan with 3-5 super-targeted actions for you to follow. 
  • Exhale: Over the final 5 days, we walkthrough the roadmap in detail so you know exactly what to do and how to do it.

 

Price: 1% of revenue (with a maximum cap)

Availability: I run 3 ‘core tier’ programs per month (2 openings left for Aug start) 

*1 SPOT LEFT FOR 2024*

Profit Rollout (Elite Tier)

  • Done-for-you service
  • 6-12 months process
  • 2-year advisory plan included

Designed for business owners who wants all hands on deck to outsource the strategy, management and execution (so every step in the process is handled by a professional) 

What’s the process look like (at a high-level):

  • The first 60 days include the process of the Core Tier, plus:
  • Management & Execution: Carrying out the roadmap is managed and handled by us. That means we drive the process and workflows. It’s not entirely hands-off for the business owners because there are always aspects that require the owner or team.
  • Advisory Plan: We make adjustments at 6-month, and 9-months to ensure tangible results are experienced (which lead to increasing the value of the business). Plus have monthly check-ins (year 2) to keep progress rolling.

 

Price: Pay for performance (which means you only pay when you make money)

Availability: I only work with 2 ‘elite tier’ projects per year (1 spot left for 2024)

The actual number of simple operating strategies you need for maximum profits and top notch value is much fewer than you think.

It's time for a chat, what do you say?

If you’re not quite ready to book a call, you can fill this out and I’ll email you. 

why work with us?

Here’s what we are not

  • we are not short-term-minded growth, get-rich-quick gurus
  • we are not rookies to business or naive to reality 
  • we are not driven by our own egos 

 

Here’s what we are

  • we are calculated, professional and focused that which works long-term
  • we are former Harvard strategists and grew up with entrepreneurial parents
  • we are a bit obsessed with playing the game of business 

 

We realized that most owners have an untapped goldmine that’s being overlooked. And being entrepreneurial saw an opportunity to to help business owners extract the real value (while making the process simpler).

The truth is this is fun for us. And empowering business owners to reap the rewards of the hard work is the cherry on top.

MEET YOUR GUIDE

Hi, I am Peter. I'll be your guide and key advisor.

I’m a former Harvard strategist and financial professional turned entrepreneur in 2019. 

Small business runs in the family, so technically I’ve been in this game for much longer. I will lead this process for you — and I have specialists I call on to help with unique skillsets at times through the process.

If you want to know me in the fewest words possible, it’s this: I’m in the business of thinking: creating strategies, simplifying decision-making, and making impact moves to grow profits and valueIn the five years, I worked with 20+ companies on 50+ projects of varying needs.

I’ve honed in my craft…to focus on finance, operations, and building up small businesses to their full potential. It’s not all robotic, because after all, we are humans.  

Here is my value proposition to you: I will help you position your business as a well-oiled machine so you get more for every ounce of effort you put in. 

I’m relentless in my pursuits, and you will get absolutely everything that I got. If you want to know more about me, check out my personal page.

LET'S WORK TOGETHER

Don't waste more time, you'll regret it.

Not ready for a call? You can fill this out and I’ll email you instead.