Increase net profit by 50% with a Business Optimization Plan

Typically, it's based on the size of the company and the complexity of the operation. You can expect to spend anywhere between $15-25k for the entire process, including our light implementation support.

Your business is one big machine/process. It starts with leads (marketing), converting them into customers (sales), delivering the product or service (operations), and the infrastructure that supports the entire enterprise (finance, HR, etc). Because every step affects your net profit, we look at and optimize each stage, so nothing gets missed and no opportunities are lost. We will primarily focus on the areas that fixing would lead to the most impact on your bottom line.

Absolutely. This engagement includes light implementation support and is based on the assumption that your existing leadership team can successfully execute a plan. That being said, Fractional Partners occasionally offers a profit-share model where we become part of your leadership team and help execute the plan on a weekly, higher-touch basis using all of our private equity resources: it's the full benefit of PE without having to give up equity.

Every business has unique needs; some businesses are easier to navigate than others when it comes to optimizing their business. This process has three stages. In the analysis phase the heavy lifting is on us and we need 5-10 hours with your team. The creation of the plan will then take another 5-10 team hours. The implementation part is really up to your team's ability to execute.

The first stage of our optimization process is all about seeking immediate opportunities to find cash within the business. We can then decide if we want to use that cash to pursue more complex or bigger optimization opportunities.

VERY. Your team will be a huge part of creating and implementing the plan. Your dedicated fractional partner will meet with you (the owner) individually to discuss more intimate components of your business like the financials and other areas. But the majority of the work we will do together will include your leadership team. It’s very important we have their buy-in and support to successfully implement our plan.

We are not here to replace EOS or implement EOS in your business. We work with your existing implementor to help integrate the optimization plan into your Quarterly Rocks and to update your Vision/Traction organizer

While we will be focusing on increasing your profit, our primary goal is not to get your business ready for an exit. The added profit will ultimately increase your valuation, but that’s a happy side-effect. Getting ready for an exit is typically an 18-24 month process which cannot be achieved in our short time together. This transition can be discussed after our initial engagement.

Unlike cost-saver firms that are focused on re-negotiating terms with your existing suppliers, which is purely tactical, we take a private equity strategic approach to increase your overall net margin. While some of it may focus on reducing costs, much of it is focused on generating better types/higher margin revenue within the business. We’re not here to save you five extra bucks on your printing supplies.

Because this is a very high-touch engagement, we only work with businesses in which we can bring a tremendous amount of value. That’s why every engagement begins with an introductory call to see if we are a good fit. Once we’ve established that we would love to begin our optimization process, your Fractional Partner will meet with your leadership team to begin the process of digging for gold in your business. Usually, from the first 30-minute into call to the first team meeting, it’s about 1-2 weeks.