Drew's Areas of Focus

Operating a business is difficult work. It takes mission and vision and the need to communicate that vision daily. Many times, the difficult decisions pull leaders away from strategic intent and into the unchartered tactical waters. Our job ensures that you and your team maintain focus, adhere to company values and lead through competitive issues. We provide advisory on the crucial issues to maintain speed, purpose and revenue flow. Our work with organizations involves assisting you and the team with: 

• How to improve the customer experience to increase brand and lower spend
• Select, acquire and retain the best talent
• Improve margins by reviewing competitive position and reviewing EBITDA and CAGR
• Adding and deleting products and services based on consumer behavior
• Operationalizing and organizing sales and marketing team performance
• Designing and implementing the proper key performance indicators that keep the team focused

Nothing happens until something gets sold! The core of every business is marketing and selling, however, if your core is not focused on acquisition business suffers. Every business profit and non-profit needs to concentrate on its most crucial asset – the customer. When revenues decline; we find there is a lack of focus, a lack of processes and even the wrong people inhabiting incorrect jobs. Additionally, too many organizations create chasms between the sales, marketing and customer service departments which consequently harms revenue.

We believe your firm requires revenue realignment. The amalgamation of marketing, sales and customer service allows for maximization of revenue potential. Optimizing your revenue operations requires strategic implementation, resource realignment and allocation, readjustment of your sales and marketing processes and most importantly a revision of your customer experience (UX). The reallocation of people, process, and data assets reformulates your structure to ensure lessening labor, creating efficiencies and maximizing your profits. When you optimize your revenue operations your organization creates robust revenue flow.

To create a business that will strive and stand tall, you have to ask the killer questions yourself! Using a good killer question to frame the hypothesis around is the most likely reason a business will succeed even at the downtimes.

The COVID-19 pandemic has profoundly changed the outlook of nearly every business. There is an urgent need for business owners to plan and protect what they have worked so hard to build. In fact, the pandemic amplified the risk and the need to be proactive.

More than 90% of business owners have prominent issues that disrupt, disable, and perhaps kill business. In fact, there are one dozen issues that can negatively impact business – yes, kill the business. Unfortunately, many do not take the time to plan and protect what they have worked so hard to build. If you seek to protect and nurture your baby, now is the time to do so.

After much concentration and consideration, the following are issues EVERY business owner or any business vendor (attorney, accountant) MUST consider in order to ensure the business not only survives but thrives.

The primary responsibility of fiduciaries is to run the plan solely in the interest of participants and beneficiaries and for the exclusive purpose of providing benefits and paying plan expenses. Fiduciaries must act prudently and must diversify the plan's investments in order to minimize the risk of large losses