Small Business Consulting
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Downstream Dynamics
A Paradigm Shift
Small businesses are truly the bedrock of the American economy. Our flagship strategy Downstream Dynamics provides small business owners with the education and framework necessary to protect, grow, and monetize the value of their businesses.
As opposed to traditional financial advisors, rather than trying to convince you to extract capital from your business to buy costly and ineffective investment products, we recognize that business owners like control and conviction, and your business's growth opportunities can far outpace anything capital markets have to offer. We also reject the notion that business owners must find new and creative ways to become reliant on third-party capital. Our goal is to help you obtain financial sovereignty.
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As opposed to traditional business consultants, rather than trying to micromanage your operations by suggesting miniscule budget tweaks, or pushing expensive and gimmicky marketing strategies, we realize that value is a function of long-term growth created for customers. We reject Wall Street's prioritization of "maximizing current shareholder value." Our goal is to help owners differentiate themselves from competitors by creating far superior products and services for customers.​
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Success requires a paradigm shift in your thinking, but we believe owners can achieve their objectives by following our comprehensive program that takes owners from early business stages, through expansionary periods, towards an exit, and guides them in life after business.
Our Process
1
Take Control & Manage Risk
Our first objective is to help the business build & protect capital, control & leverage free cash flow, and secure the business's infrastructure and processes to plan for future growth.
2
Drive Business Growth
We then perform an independent business product assessment and business valuation, create a value acceleration plan, and ramp up marketing efforts.
3
Monetize Value
Lastly, we show business owners how to independently manage wealth, educate them about exit options, and help prepare owners for a transition and life after business.
Areas of Focus
Build & Protect Capital
We help business owners overcome our lack of sound money problem by establishing their own privatized banking system, which comes with capital protection & guaranteed growth.
Business Assessment
We perform an independent business valuation to establish a benchmark for company success. We assess the company's product and brand and identify opportunities for improvment.
Managing Wealth
We sit down with business owners to formulate a financial plan that incorporates business value and external investments. We then show owners the mechanics to manage wealth independently.
Control & Leverage Cash Flow
We structure Infinite Banking policies, which gives business owners an incredibly safe way to leverage the business's cash flows for things like equipment financing & business expansion.
Operations & Efficiency
We combine all of the info we have about the current state of the company and its goals in order to create a comprehensive and realistic plan owners can follow to execute.
Exit Planning
We educate the business owner about opportunities to exit. Once we get a sense of a future transition, we help the owner prepare financially and mentally for retirement.
Infrastructure & Process
We identify and address key vulnerabilities within the business. We then focus on enhancing the business's structure, systems and processes to prepare for long-term growth.
Marketing
Once the company has improved its products to differentiate itself from competitors, we can employ informed marketing strategies, which will increase long-term organic growth.
Life After Business
Since business owners frequently regret selling their companies, we assess the owners' aspirations. We then create a plan to help the owners through the transition and enjoy life after business.