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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.

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®
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PHIL SYMCHYCH
(Toll-free North America)
Regina, Saskatchewan,
Canada


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