Funding Frustrations?

Discover what's blocking your access to capital

Profit Problems?

Fix Your Financial Blind Spots

See where you're actually making (or losing) money

Growth Stalled?

Break Through Your Ceiling

Scale from $3M-$50M without the chaos

Building to Sell?

Maximize Your Valuation

Increase what buyers will pay for your business

Not sure which problem to tackle first?

Free Assessments

  • BLAST™ Borrowing Power Assessment

  • Growth Ceiling Assessment

Free Guides

  • The Funding Readiness Checklist

  • Profit Leaks: Where Your Money Goes

  • The Growth Bottleneck Diagnostic

  • Valuation Multipliers Explained

Ongoing Learning

  • Blog: Strategic Growth Insights

  • Newsletter: The Grumpy CFO Weekly

  • Fractional CFO Guide

Book Phil

  • Hire Phil to Speak

  • Phil's Book: "The Business Wealth Builders"

Growth Case Studies

From the Kitchen Table to the Boardroom Table

GROWTH AND SUCCESSION PLANNING – An industrial company founded by a husband and wife wanted to grow their business and take on the demand from their fortune 500 customers. To do this, they needed to expand ownership beyond themselves and demonstrate ownership stability and management depth to their best customers.

I helped them with an employee buy-in that took them from the kitchen table to the boardroom table by bringing in 15 employees into the ownership group and increasing management depth.

Their customers saw this succession plan as a very positive move.

The company grew significantly and generated $428 million of additional revenues above their previous levels.

Building a True Management Team

MANAGEMENT DEVELOPMENT – A Tim Hortons franchisee with multiple locations was struggling with store management depth.

I helped them develop one management team that worked across all the locations and functioned as a true team by helping each other and sharing resources and scheduling across all locations.

Management and employee morale improved. There were fewer unfilled employee scheduling spots. Business performance improved as management worked as a team for the improvement of all the locations, not just their original location.

The result? They grew from $8 million to $55 million in revenue. Profits increased. Valuation increased. The company became stronger.

That's what happens when you align financial strategy with the real value you create for customers.

Phil Symchych, CPA, MBA, CMC, ICD.D

The Business Wealth Builder®

The Grumpy CFO®

Originally Established 1994®

CONTACT

PHIL SYMCHYCH

888-674-2041

(Toll-free North America)

  • Regina, Saskatchewan,

    Canada

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