The 5 Missing Pieces™

Do You:

Want to start a business or grow a business but don’t know where to start?
Want to create a plan but find the thought of that overwhelming?
Recognize some problems with your business but don’t know how to fix them?

Profit LaunchPlan™ vs. Traditional Business Plan

Traditional business plans are simply not ideal for today’s emerging startups and small businesses.

Planning is important! But planning the right way will have a faster impact on your success! This is why we developed the Profit LaunchPlan™ which helps you focus on what’s important!

Most small start-ups and family businesses do not know where to start and the idea of putting together a plan is overwhelming. The worst part is that most traditional plans usually sit on a shelf and collect dust after they are created!

The 5 Missing Pieces™ serve as a framework for building your Profit LaunchPlan™ – an easy business plan for busy business owners just starting out!

How Does it Work?

We work with clients for 3-6 months, meeting most weeks for 60-90 minutes, building your Profit LaunchPlan™ using the 5 Missing Pieces™ Framework together. This way you can run your business AND start executing on the plan at a pace that works for you and your business. Your advisor serves as your guide – an invested, caring member of your team – to supplement your business with skillsets and experience you may be lacking to help your business grow and thrive while building a strong foundation for the future! When the plan for your phase is completed, you’re ready to execute on the plan on your own! And if you get stuck or need help with the next phase, we’ll be there with you again.

Services

MONTHLY FLAT FEE

We are part of the family as fully available, “all-in” members of your team.

Flat fee contracts create a more fluid working relationship without nickel & diming.

HOURLY CONSULTING

Perhaps you have specific areas that need some help and a few hours is all you need.

Hourly consulting packages may be the best fit for your needs and budget.

WORKSHOPS

Businesses on tight budgets may not be ready to engage with a one-on-advisor.

eCourses and Workshops make our trainings accessible to all.

(swipe left to switch slides, and use your device in landscape mode for easier readability)

Purpose, core values, competition, market, SWOT analysis, branding

Leadership – morale, management styles, alignment & buy-in, messaging

Employees – recruiting, hiring, retention, motivation

Phase 1

Phase 2

Phase 3

IDENTITY

Who are we?

PRODUCT

What do we do?

Identifying & describing your product, niche, value proposition

Broadening or focusing your product line for core and adjacent markets

Innovation, disruption, quality assurance

Phase 1

Phase 2

Phase 3

VISION

Where are we going?

Visioning, short & long-term goals

5-year detailed projections

Leveraging vision in culture

Phase 1

Phase 2

Phase 3

EXECUTION

How do we get there?

Legal structures, preliminary accounting, compliance / workflow considerations

Org charts & roles, market narrative, systems & processes needed

HR, quality control, lean, safety

Phase 1

Phase 2

Phase 3

ACCOUNTABILITY

Are we on track?

Task management tools, prelim metrics

Quarterly & annual planning, projected to actual variance

Budgets, performance management system, KPIs

Phase 1

Phase 2

Phase 3

Any stage, any size, any industry: business growth, simplified!

The 5 Missing Pieces™