parallax background

Business Strategy

We're constantly looking ahead so you don't have to.

Whether you're just starting or have been in business for years, it's always a great time to bring in a fresh set of eyes that can help bring you to the next level. There is no problem too big or too small. We welcome all challenges and congratulate you on taking this step of looking for help! Depending upon what industry you're in and what your challenges and goals are, we may deploy different strategies to help improve your quality of life through your business. Regardless of the solution we choose, the process is similar across the board.

Schedule your Discovery Call

Contact us for a FREE initial consultation

Learning About You

We're here for you, which means we need to learn as much as we can about you and your business. Together we will do an in-depth analysis of every single aspect of your business, carefully focusing on the areas you feel you're struggling with most. Our goal with this process is to become more familiar with your unique needs as not every business is the same. We will always be honest with you, and it's critical that you're honest with us at this stage. If we don't know all the facts, it will only hinder our ability to deliver real solutions. Ultimately, we want to know your goals and how we can help you reach them. You should not be managing problems, but instead creating solutions.


Now that we’ve learned more about your business and your goals, we will start narrowing in on the root cause of each problem. We’ve found the best results by putting ourselves in a position that would regularly interact with your business. Whether that be shadowing your management staff for the day, working alongside your team, mystery shopping your business as a customer, or physically using your product or service, our goal is to find all areas of potential improvement. Also, we may do behind the scenes work such as a full audit of your financials, taking an in-depth look at your policies and procedures, studying your marketing plan, evaluating your online presence and reputation, cross-shopping your competitors and much more.


At the end of our audit, we will sit down together and go over a detailed report of our findings. This can be a challenging conversation at times, but we will be there with you every step of the way! Together, we will recap your goals and outline the potential areas of improvement to help you reach those goals. Also, we will highlight any potential liabilities you may that could be an issue down the road. We do extensive research about your industry and want to make sure you are ready for anything that comes your way. You will be able to see things clearly and understand how even the smallest things can have a significant impact on your business.

Proposed Changes

Although some problems can be fixed rather quickly, not everything can be done overnight. We’ll strategically target specific areas that we mutually feel will make the most impact on your business and start with those first. We understand that change isn’t easy at times and do not want to create an overwhelming situation. Although a lot of this may seem new to you, we’ve seen it all and know the best approaches for most conditions. We’ll make things as easy as possible.


Now that we have a plan of exactly what we want to get done, it’s time to implement our changes so you can start seeing improvements. In some situations, we will be there every step of the way with you, working side by side to make all the necessary changes to be successful. In others, we may be working remotely and helping you stay on track through regular check-ins and daily audits. You’ll receive step-by-step guides to eliminate any guesswork along the way. Whether the approach is hands-on or more passive, trust that you’ll be set up for success and have our full support until you reach your goals.

Ongoing Training & Monitoring

Although we have been retained for more extended periods, our goal is never to make you reliant on us. We want you to be successful on your own and have all the tools you need to reach your potential. Still, we want to protect our investment of time into your business. We will continue to be available for ongoing training and monitoring of your progress. We view ourselves more like your partner than anything, so we want to make sure you’re thriving and succeeding! We would much rather earn your business again through a generous referral than your need to retain our services once more.

What our clients say...

I quit my corporate job to start my own company and didn't anticipate how much work it was just to get a business started. I hired Juan to help me with my business incorporation, licensing, insurance, and to manage my businesses finances. It would've taken me forever to figure all of this stuff out on my own, and he makes it so easy to just focus on what I love and not worry about anything else. His prices are very reasonable and I feel like I'm getting so much more than I'm paying for. I can't recommend him enough.

Johnnie, Royal Shave Shop LV

Read More →

The Benefits of collaborating with