STRENGTHEN PERFORMANCE.
IMPROVE PROFITABILITY.
PREPARE FOR WHAT'S NEXT.
Business Performance & Optimization is designed for established service companies that need a deeper review of financial performance, management structure, operations, pricing, profitability and future growth opportunities.
This program goes beyond basic business guidance. We work with owners and management teams to examine how the company is operating, where performance can improve and what changes can strengthen the business moving forward.
REQUEST A PERFORMANCE & OPTIMIZATION CONSULTATIONFOR ESTABLISHED SERVICE BUSINESSES READY FOR A DEEPER REVIEW.
ESTABLISHED COMPANIES
Businesses with existing revenue, customers, employees and operating history that want to improve performance and profitability.
GROWING MANAGEMENT TEAMS
Companies where growth has created greater management, staffing, workflow and accountability demands.
EXPANSION-FOCUSED BUSINESSES
Owners preparing to expand services, enter new markets, add locations or build a stronger organization around continued growth.
LOOK BEYOND REVENUE AND UNDERSTAND HOW THE BUSINESS IS ACTUALLY PERFORMING.
An established company can generate strong revenue and still have opportunities to improve margins, management, productivity, pricing, customer retention and operational efficiency.
FINANCIAL PERFORMANCE
Review profitability, expenses, margins, pricing and financial trends to better understand where the company is making money and where performance can improve.
OPERATIONS
Examine workflow, scheduling, service delivery, internal processes and areas that may be creating unnecessary expense or slowing performance.
MANAGEMENT
Evaluate roles, responsibilities, communication, accountability and whether the current management structure supports the company's goals.
PRICING & MARGINS
Review how services are priced and whether pricing decisions support the level of profitability the business needs.
CUSTOMER & REVENUE OPPORTUNITIES
Identify opportunities involving repeat customers, maintenance relationships, additional services and commercial account development.
FUTURE GROWTH
Evaluate what the business may need in staffing, management, infrastructure and planning to support its next stage of development.
STRATEGIC INVOLVEMENT ACROSS THE BUSINESS.
SOMETIMES THE NEXT STAGE OF GROWTH REQUIRES LOOKING INSIDE THE BUSINESS.
As service companies grow, the challenges often become more complex. The question may no longer be simply how to acquire another customer.
The company may need to evaluate management responsibilities, employee structure, departmental performance, profitability, pricing, internal communication and how efficiently work moves through the organization.
Our role is to help ownership and management look at the business objectively, identify areas that deserve attention and develop practical strategies for improvement.
The goal is not change for the sake of change. The goal is a stronger, more efficient and more profitable company.
THE LEVEL OF INVOLVEMENT CAN MATCH THE COMPLEXITY OF THE BUSINESS.
Business Performance & Optimization can be conducted remotely with owners and leadership teams throughout the country.
ON-SITE ASSESSMENTS AVAILABLE
When a deeper operational review is appropriate, CB Surface Management Group can conduct an on-site assessment by arrangement.
This may include meeting with management, reviewing day-to-day operations, examining workflows and evaluating areas where performance, communication or efficiency may be improved.
On-site professional scope and travel arrangements are established separately based on the engagement.
GUIDANCE THAT REQUIRES PARTICIPATION FROM OWNERSHIP AND MANAGEMENT.
UNDERSTAND THE BUSINESS
Recommendations are based on the company's actual operations, financial performance, people and goals.
DEVELOP THE STRATEGY
We help determine what should change, why it matters and how management can approach implementation.
IMPLEMENT & REVIEW
Ownership and management execute the strategy while consulting provides continued guidance, review and accountability.
LET'S TAKE A CLOSER LOOK AT HOW YOUR BUSINESS IS PERFORMING.
Tell us about your company, what you want to improve, the areas you would like reviewed and the goals you're working toward. We'll use that information to prepare for a more productive conversation.
REQUEST A PERFORMANCE & OPTIMIZATION CONSULTATION