From Assessment to Action Plan: Turning Insights into Impact

When it comes to growing a successful business, a valuation is just the starting point. The real transformation happens when you take those insights and turn them into action.

At Exit Factor of Des Moines, we recently worked with a retail client who felt stuck. They suspected there was untapped potential in their business but weren’t sure where or how to find it. Through our valuation process, we uncovered something big: more than $55,000 in hidden EBITDA potential.

But we didn’t stop there.

Instead of handing over a report and calling it a day, we built a custom 12-month strategic roadmap designed to help them capture that value and more. Here's how it broke down:

• 90-Day Foundation

We focused on setting strong financial systems, refining their product mix, and eliminating inefficiencies that were draining profits. The goal? Establish a solid base to support sustainable growth.

• 6-Month Goals

By optimizing their cost structure and pricing strategy, we helped them work toward achieving a 78% gross margin, aligning with industry benchmarks.

• 12-Month Vision

With the right steps in place, the path became clear: $275,000 in revenue with an 18% EBITDA margin, a significant shift from where they started.

Strategy Is the Secret to Sustainable Growth

The difference between businesses that thrive and those that stall out? Strategic execution.

Most business owners need three things to grow with confidence:

1. A clear picture of where they are today
2. A realistic vision of what’s possible
3. A step-by-step plan to get there

We deliver all three.

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