Process NEW

THE PATH TOWARDS OWNER INDEPENDENCE

3MKJ Consulting 4S Business Independence Process

Our main goal is to create owner independence for our clients. To us, this means that a business can operate with limited input from the owner and the owner can focus on utilizing their unique, visionary gifts to grow the business or explore new opportunities. To achieve this we’ve developed a model that not only guides the company’s operations and strategic decisions but also communicates the essence of the business to stakeholders, helping to ensure its long-term success.

4S MODEL

1st 90
Days
Detailed Report
Start SolutionsYear 1 & 2
Scale SolutionsYear 3 & 4 Sustain SolutionsYear 5+ Sell SolutionsYear 5+

Phase Description
Designed to provide a comprehensive evaluation of your business before initiating any strategic changes. Throughout this period, we’ll gain an in-depth understanding of your operations, assess the current business landscape, and build strong relationships with key stakeholders. Designed to support new businesses. We provide crucial guidance on business planning, market research, and operational setup to help you kick-start your venture successfully. With our expertise, we’ll ensure you lay a solid foundation for your business. Geared towards businesses ready to expand their horizons. We provide strategic planning, operational efficiency improvement, and market expansion tactics to propel your business to new heights. Designed to help businesses maintain their growth and success over the long term. We provide strategic guidance, operational support, and continuous improvement initiatives to ensure your company remains competitive and profitable. Tailored to assist business owners who are planning to sell their enterprise. We offer expert advice on business valuation, finding prospective buyers, and negotiating the best deal to maximize your profit.
Solutions

Leadership Solutions
  • Leadership Team Assessment
  • Legal Structure Assessment
  • Leader Readiness Assessment
  • Core Principles and Values Identification
  • Bi-Monthly Leadership Decision Making Coaching
  • 5 Year Vision Identification
  • Leadership Audit
  • CEO Culture Management
  • Leadership Roles Analysis
  • Leadership Coaching
  • Leader Gifts Assessment
  • U360 Group Participation
  • Leadership Coaching
  • Leadership Roles Strategy
  • Leadership Roles Analysis
  • Elevating Your Leadership Role
  • Culture Management
  • Owner Transition Plan
  • Leadership Coaching
  • Culture Management
  • Develop Exit Package
  • Easily Accessible Data Package
  • Potential Buyer Analysis
  • Offer Management

Financial Solutions
  • In-Depth Financial Analysis Assessment
  • Risk Analysis
  • Finance Leader Readiness Assessment
  • Investment Opportunity Identification
  • Financial Management Tools Analysis and Recommendations
  • Simple, Efficient Financial Management Systems Integration
  • Accurate Financial Data Management
  • Cash Planning
  • Profit First
  • Scalable Finance Facilities
  • Insurance and Risk Efficiency
  • Quarterly Tax Planning
  • Annual Cash Projections and Budget
  • Quarterly Profit Planning
  • Monthly Finance Scorecard Implementation
  • Financial Transparency
  • Owner Equity Payouts
  • Strategic Capital Investment Planning
  • Ownership Distribution / Profit Sharing
  • Acquisition Analysis
  • Develop Exit Package
  • Easily Accessible Data Package
  • Potential Buyer Analysis
  • Offer Management

Operational  Solutions
  • 90 Minute Meeting
  • Overview of EOS – (AKA Overview of Project: Owner Independence)
  • ID Point Person
  • Organizational Health Assessment
  • Buy In Check
  • Organizational Chart
  • L10 Pulse
  • Scorecard (AKA Company Metrics)
  • 90 Day World View (AKA Quarterly Sprints)
  • Process & Systems Introduction
  • Quarterly Rocks Workshops
  • Process & Systems Build & Support
  • Annual Meeting Facilitation
  • Annual Meeting Facilitation
  • Coaching & Problem Solving
  • Integrator Support
  • System Transition Plan
  • Change Management
  • Train New People
  • Team Integration

Marketing Solutions
  • Past Year Sales Analysis
  • Client Feedback
  • Point Person Identification
  • Feasibility
  • 4D Marketing Branding and Planning
  • Web Design and Digital Marketing
  • Marketing and Sales Analysis
  • System Set Up
  • Marketing Initiative Execution
  • Yearly Sales and Marketing Plan
  • Sales / Marketing Partners
  • Marketing and Sales Analysis
  • Yearly Sales and Marketing Plan
  • Marketing Initiative Execution
  • Sales / Marketing Partners
  • Marketing and Sales Analysis
  • Yearly Sales and Marketing Plan
  • Marketing Initiative Execution
  • Sales / Marketing Partners
  • Marketing and Sales Analysis
  • Yearly Sales and Marketing Plan
  • Marketing Initiative Execution
  • Sales / Marketing Partners

Partnership Solutions

Your Path To Owner Independence Starts Here

1st 90 Days

DETAILED REPORT

The path to your owner independence begins with going through our 90 day assessment. During this period, we’ll gain an in-depth understanding of your operations, assess the current business landscape, and build strong relationships with key stakeholders. You’ll receive an detail report with immediately actionable insight and prioritization.

Leadership Solutions
  • Leadership Team Super Powers
  • Review Legal Structure Docs/ Ownership
  • Understand Owner Goals
Financial Solutions
  • P&L Balance Sheet Review
  • AR/AP/Job Cost Systems Review
  • Capital Needs Identification
Operational Solutions
  • Overview of EOS
  • HR, Technology, and Systems Audit
  • Organizational Health Survey
  • L10 Meeting w/ Lead Team
  • Issues List Formation
Marketing Solutions
  • SWOT Analysis with Leaders
  • Client Feedback Gathering
  • Opportunities to Disrupt

Start Your Path To
Owner Independence