Business Advisory Services

Are you a small business owner struggling to work on your business, because of all the work you do in your business?

Why would my business need Advisory Services?

You need advisory services if you are looking to grow your business. If you’re not interested in growing or selling your business then you won’t need these services. But if you do want to grow or are planning on selling your business to provide for your financial future you’ll need help to get there. Our Business advisory services are designed to help you grow.

How will these Services benefit my business?

Why did you start your business in the first place? To gain freedom, earn more, provide financial security, or to leave a legacy? Our Business advisory services are designed to help you reach your business goals and make it work for you instead of the other way around. We’ll help you gain more time, improve cash flow and profit, and build an ideal business. 

What do I need to do to get started?

First, fill out our new client application form in as much detail as possible. Then we’ll schedule an interview where we can get to know each other and make sure this is a good fit. Once we agree that we can help you, we’ll draft an engagement letter and schedule time to meet and work on a strategic plan. Then, we’ll get to work.

Running a business well is different than being good at a trade or profession.

Building and growing a successful business requires more than just talent and skill at one thing. You’ll have to be great at Marketing, Accounting, People Management, as well as Production (what you’re good at). The most successful business owners don’t try to do it all themselves. They get advice and outsource the work they aren’t as good at.

Have a clear vision of what you do, and what you don't do.

If your business vision is to do whatever anyone wants you to do, you’ll ultimately fail. You can’t be all things to everyone, that’s Walmarts business plan, not yours. What you can do is focus on doing what you do best, for the people that really need your help.

Get organized, create a plan and stay consistent.

Ultimate business success depends on you staying focused on the prize. Without any vision or goals, you don’t have any way to measure yourself, your team, or your business. When everyone understands where you are going you’ve got a much better chance of getting there.

It's hard to get where you're going without good people.

It’s rare when a business can successfully operate and grow without talented people. Whether you hire them yourself or outsource the work, you’ll need good help. In any case, you’ll need to make sure your Human Resources are happy and able to perform at their best.

Understand what your customers want and how they want it.

If your business is able to provide the experience that customers are looking for, you’ll be successful. To find out what your customers want you’ll need to ask them.  Creating a way for your clients to be able to provide feedback easily will give your business a great advantage.

Make sure that your Customer Service is better than your competition.

Small businesses, even in the smallest community, have a lot of competition. You might be competing against another local business, big-box retailers in neighbouring communities and online retailers. But your advantage is the service that only your business can provide. Make sure that your training programs instill the right customer service skills for all employees.

If you don't have a marketing plan your marketing won't be very effective.

You’ve heard the saying, “if you fail to plan, you plan to fail”? This applies to your marketing in every way. Good marketing requires planning and discipline to be successful. We help you create an effective and simple marketing plan that works.

Outsourced Marketing Services

There are many ways to market your business and we can help you establish the tactics you need to achieve your overall marketing strategy. 

Build customer loyalty and a system for gathering up new customer referrals.

Does your business have a plan to help customers build loyalty and buy more, more often from you? Are you consistently asking for referrals and word of mouth marketing for your business? We can help you create systems that allow your best customers to help you build your business.

Establish and Document the Systems and Procedures that lead to success.

When you develop systems and procedures in your business, you create the conditions that lead to greater profit and peace of mind. Would you like to have a successful business as well as a life? Then you need to establish the systems and procedures that will get you there.

Contact Us

(403) 388-1880

348 Main St. Box 1800 Cardston, AB. T0K 0K0

28 N Broadway, Box 616 Raymond, AB. T0K 2S0

42 N 1st Street W, Box 156 Magrath, AB. T0K 1J0

M-F: 8am-5pm, S-S: Closed

4838 Richard Rd SW Suite 300, Calgary, AB. T3E 6L1

By Appointment Only

1625 Cedar Road South, Lethbridge, AB. T1K 4W7

By Appointment Only

Contact Us

Call, email or text. We’d love to hear from you.

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