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Profit Improvement

Small Business Profit Improvement and Business Value Enhancement


(949) 583 1040


Bachelor of Science degree in Accounting, Certified Valuation Analyst (CVA), Graduate of the International Results Accountants’ Boot Camp and True North Business Development Academies for Accountants,and medical practice management specialist.

 Certificate of Completion of Results Accounts' Systems International Training Academy for Accountants' Boot Camp for Small BusinessCertificate of Completion of Results Accounts’ Systems International Training Academy for Accountants’ Boot Camp for Small Business

Curriculum on Small Business Development Strategic and Tactical Systems and Strategies for Profit Improvement, Business Systemization and Development of Sustainable, Unique Competive Advantages, Team Training, Adoption of a Business Culture of Excellence and Adaption to Postive Change

Certificate of Completion of True North International Training Academy for Expanded Boot Camp Systems and StrategiesCertificate of Completion of True North International Training Academy for Expanded Boot Camp Systems and Strategies

Emphasizing Small Business Strategic Planning Through a Unique Process of Identifying Multiple Options for Consideration, Prioritizing the Planned Strategies and Development of Action Plans to Implement Improvements.

Certificate of Completion of Results Accounts' Systems International Update AcademyCertificate of Completion of Results Accounts’ Systems International Update Academy

Two-day update academy on latest releases, updates and improvements on original Boot Camp academy, including updated training videos, performance evaluation and diagnotic software, methods and techniques from Boot Camp graduate firms internationally

Business Appraisal Designation as an Certified Valuation Analyst (CVA) by the National Association of Certified Valuation Analysts

The designation of Accredited Valuation Analyst is awarded qualfied candidates who have completed a rigorous series of specific coursework, have a four-year college degree in an accounting or a business discipline, passed a rigorous examination on theory and methodology, submitted and passed qualified of a full, formal valuation report, and have earned qualified experience in a minimum of ten business valuation assignments.

Business value is fundamentally based on the future earning power of the enterprise modified by the estimated risk associated with attaining that future earnings stream. In contemplating the performance of a business, the greater the systemization and delegation of duties, the deeper and more adept the management team, the lower the risk assessment, and the higher the value of the business.

Only those consultants qualified and knowledgable about the determination of business value can best engineer the company’s attributes to build optimum value.

Certificate of Membership in the Institute of Business AppraisersCertificate of Membership in the Institute of Business Appraisers

Certificate of Membership requires the member to adopt and adhere to the professional and ethical stadards of Institute, which require members to provide an ethical and professional quality work product to remain as a member in good standing.

Examples of Qualified Profit Improvement and Value Enhancement Services, Strategies and Systems for Small Business

  • Small business profit improvement
  • small business cash flow improvement
  • small business sustainable competitive advantages
  • small business sustainable growth strategies
  • small business value enhancement
  • small business organizational systems and procedures
  • small business strategies to add value to the customer experience
  • small business strategies to release owners from daily maintenance duties to work ON the business instead of IN the business
  • increasing stability of revenue and earnings in small business enterprises
  • improving differentiation of the small business compared to rivals
  • maintaining a higher than average industry gross margin
  • understanding the lifetime value of a customer
  • setting realistic financial objectives, tracking actual performance against planned performance
  • inspiring the team to get on board with a culture of excellence
  • packaging and bundling products and services
  • increasing the average value of the sale
  • understanding the paradigm effect and how it affects the acceptance of new ideas, products, processes and markets
  • increasing the frequency of customer sales
  • improving the financial efficiency of operations
  • establishing and tracking key performance indicators
  • establishing the company’s critical success factors
  • developing and implementing an extraordinary guarantee policy for increasing the perceived value to the customer, thereby justifying higher prices, greater loyalty and sustainable competitive advantages
  • nurturing the core values and vision of the founder as the company culture with the team which survives the exit of the founder
  • developing and strengthening the company’s core values
  • establishing a realistic mission statement
  • development and adherence to successful policies and practices
  • effective telephone practices and procedures to capture sales opportunities on the spot
  • learning how to let go as the owner/founder
  • dealing with resistance to change amongst the team
  • effective multi-media learning programs for team members and other stakeholders
  • strategic planning and tactical planning with implementation support
  • discovery of key frustrations of both the company’s customers and of the industry as a whole to develop effective strategies for remedying these frustrations as a way to create extra value, sustain a premium pricing strategy and create a truly unique selling proposition which undercuts the competition’s attempts at price cutting to gain market share
  • crisis management and problems resolution
  • danger condition solutions and strategies to prevent recurrence
  • determination of maximum growth rate sustainable by available and constraints on working capital (preventing the company from failure due to excessive growth demands on working capital)
  • restructuring debt
  • improvement of cash flow
  • establishing standards and measurement systems for team performance and evaluation
  • organization and implementation of customer advisory board and team advisory board for gathering information, recorded and conducted off-site
  • development, development, clarification and dissemination of the company’s USP (Unique Selling Proposition)
  • analysis of the industry’s competitive attributes for determining if the industry has good or bad competitors
  • analysis of industry averages for financial performance with key ratios
  • analysis of 5-year trends in stability or volatility of revenue, earnings and cash flow
  • key indicators upon which value is based, including Earnings Before Interest and Taxes (EBIT) and Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA)
  • appropriate measures upon business value is determined and how to improve the metrics to make your small business equity increase in value and make your business more salable to the highest and best qualified buyer
  • effective strategies to prepare your small business for an appropriate exit
  • developing the depth in management necessary for an effective transition to an Employee Stock Ownership Plan (ESOP) as an exit strategy option.