The Client:

John, a family-oriented entrepreneur, had been running his service-based business for seven years with a small but hardworking team. Despite working over 40 hours a week, he was barely paying himself a living wage and was feeling the strain of burnout. His financial future seemed uncertain, and he was losing the work-life balance he valued so much.

The Challenge:

John’s business was bringing in $280,000 annually, but without a clear profit strategy, he felt trapped by high operating costs and minimal profitability. He wanted to work fewer hours, pay himself fairly, and have a team that could support the business’s growth—without feeling overwhelmed.

Our Solution:

We worked closely with John to implement a customized financial strategy that focused on three critical areas:

• Reverse-Engineered Revenue Goals: We aligned John’s revenue targets with his personal financial needs and business aspirations, creating a solid plan for achieving both.
• Expense Optimization: By analyzing his costs, we helped reduce his operating expenses by 30% in the first quarter, significantly improving cash flow.
• Pricing Strategy: John’s pricing structure was adjusted, setting the business on track for a 92% increase in revenue by the end of the year.

The Results:

Within just 6 months, John had a clear path to profitability and felt a renewed sense of control over his business. He was able to increase his revenue goal from $500,000 to $950,000 while aligning it with his financial and personal goals. Most importantly, John was able to reduce his working hours and focus more on his family, with confidence in his business’s long-term growth and sustainability.