Business Alignment

Clients complete 10 hours of pre-work and then we meet to develop your business plan.

– Mindset Principles-
– Long-term Business & Life Goals

– 3 Year Plan

– 90 Day Action Plan

Wealth Management & Financial Planning

Clients meet with our business partner for a complimentary review or your current Financial plans and money management

Having a business plan is just the beginning, we also need to have a financial plan. Are we set up for retirement? Personal success goes hand in hand with business success. A personal financial advisor helps clients accumulate, enhance and protect their wealth which is paramount.

Cost Reduction

Clients will obtain quotes in a number of areas in their business to determine if there are opportunities to get reductions in costs.

– Business Phones
– Mobile Phones
– Business Insurance
– Health Benefits
– Payroll
– Accounting

Financial Tracking

All Clients are required to produce the financial statements listed below. If they do not have these processes in place, I introduce them to my CPA business partner for a complimentary consultation to ensure they have their financial tracking house in order.

– 12 Month Budget
– Weekly Cash-Flow Projections out 4-12 weeks
– Break-Even Analysis
– Monthly P&L
– Monthly Balance Sheet

Coach Tim Campsall

Is an award winning trainer, certified Business Coach and business owner of a local ActionCOACH Franchise here in Indiana. He has over 28 years experience running businesses and coaching leaders /teams. He provides business help, business advice, business coaching and mentoring services to successful and emerging business owners. He has a passion for helping businesses like yours grow and become profitable, so you, the business owner can enjoy the lifestyle you deserve.

Complimentary Business Strategy Session See Our Programs