Comprehensive Business Review
Delivering Results Worth Counting!
For over 30 years, our business management consultants have been delivering outstanding results for clients seeking innovative ideas and approaches to stay ahead of their markets. The businesses we work with are as diverse as the US economy—ranging from construction services to retail, food service to transportation, and many more in between.
We work to assist and guide these clients to transition from working in the business to working on the business so that they may excel and achieve their personal dreams.
INTRODUCTION
Business Management Consultants
Our expert business consultants have decades of professional experience from running companies of all sizes to scholarly degrees and have provided hundreds of businesses with results that exceed initial expectations.
Once a client qualifies for our services, our senior business analysts begin a focused discovery phase to understand their unique challenges and goals. Based on our findings, we provide tailored suggestions that align with their objectives, aiming to unlock areas of potential growth and operational efficiency. Our recommendations are designed to be actionable and impactful, guiding the client toward optimized performance and enhanced ROI. These insights form the foundation for informed decision-making that aligns with long-term success.
Following the initial assessment and suggestions, our business management consultants offer comprehensive support to help clients stay on track and fully leverage new strategies. We establish effective systems for continuous monitoring and measurement, ensuring efficient allocation of resources. Our consultants work closely with clients to refine processes, mitigate risks, and enhance accountability across all operational areas. This step-by-step management framework is tailored to adapt to changing business needs, ensuring the highest return on investment over time.
When the client is ready to take the next step, our business management consultants assist with the seamless implementation of suggested strategies and management plans. We ensure that each initiative is integrated into the client’s operations with precision, focusing on training and support to help teams adapt to updated systems and processes. By carefully managing every aspect of implementation, we empower clients to reach their goals efficiently. Our goal is to drive tangible results and measurable improvements, helping businesses realize their maximum ROI potential.
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Successful Projects
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Satisfied Clients
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Award Achieved
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FLOWLESS SERVICES
Checkout What We Provide for Our Clients
Our firm provides over 250 services to our clientele which include: correcting the areas where the client is losing profitability; from production issues on the product or services provided to financials, to tax and exit planning strategies.
Consulting and Business Analysis
Our firm offers over 250 services, helping clients address profitability losses in production as well as in financial, tax, and exit planning strategies.
Tax & Valuation Services
CALL TO ACTION
What would you like to accomplish with your business?
Where is your business today and where do you want it to be in 1, 3, 5 years? What have you done to get the business there and are you happy with the results you have achieved?
TEAM MEMBER
Our Expert Team Make You To Reach Your Goal
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PORTFOLIO LIST
Some Of Our Recent Work Where We Helped
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TESTIMONIAL
What Our Happy Clients Says About Our Company
We receive over 50 written client testimonials a month and have many video testimonials to review depending on the area you are operating in as a business or issue you are dealing with as a business owner
Business Consulting
Who They Are:A company led by HA, experiencing operational and productivity challenges.
What They Needed:
HA's team sought improvements in production costs, marketing effectiveness, and role clarity to increase productivity.
What We Did:
ROI Performance Group reduced production costs by over 50%, revamped the marketing strategy, and clarified roles, leading to a more efficient, productive team with a clear path forward.
Testimonials:"Our consulting experience began in May of this year, and we have seen improvements in every aspect of our business, from cultural shifts to financial, production, and distribution. Our marketing went from almost non-existent to best in class! Our production costs were cut by more than 50%. Clarifying procedures and roles has reduced confusion and increased productivity, giving our management team a clear path forward."
Who They Are:
Executives of a growing business moving from a sales-driven to a profit-centered model.
What They Needed:
They required tools to track cash flow, identify profit leaks, and prepare for exit planning with a profit-focused approach.
What We Did:
ROI Performance Group provided data-driven tools and metrics for better financial oversight, enabling a shift to profit-driven management and future exit strategy planning.
Testimonials:"Implementation has been excellent, with our consultant engaged closely with ownership. We now have tools and metrics to allow us to manage the company and cash flow by the numbers, and we've learned to identify and correct profit leaks. We are now profit-driven rather than sales-driven, with a clear path forward for our exit planning process."
Tax & Valuation Services (TAVAS)
Who They Are:
A commercial painting company based in Atlanta, run by a husband and wife team as an S corporation. They were projecting a net profit of $1.1 million, with additional personal real estate holdings.
What They Needed:
The clients needed to reduce their substantial upcoming tax liability, protect business and personal assets, and develop estate planning strategies.
What We Did:
TAVAS implemented a multi-entity structure to protect the clients' real estate and give them control over their taxable income. Estate planning strategies were added to safeguard wealth for heirs and reduce estate taxes. Overall, these actions led to over $100,000 in tax savings, asset protection, and estate planning security for the future.
Who They Are:
A sole owner of an oil and gas maintenance and repair company previously structured as an S corporation.
What They Needed:
The client required asset protection strategies, tax minimization for both business and personal finances, and estate planning to manage future liabilities.
What We Did:
TAVAS restructured the entity to enhance asset protection without impacting daily operations. This restructuring saved the client $12,000 annually based on state tax changes, and over $270,000 in the first year and $390,000 over five years through comprehensive tax and estate planning.
Who They Are:
A single-owner construction company specializing in land development and water projects, projected to increase revenue from $3.4 million in 2021 to $3.6 million in 2023 and 2024, with a profit margin of 25%.
What They Needed:
The client needed assistance with operational infrastructure, tax savings, and succession planning due to the company’s rapid growth.
What We Did:
TAVAS optimized the client’s tax structure, resulting in over $35,000 in annual tax savings. Additionally, we helped the owner better organize operations and provided succession strategies for future ownership transfer.
Who They Are:
A family-owned construction contractor specializing in utility installation and concrete work. The father owns 83% of the business, while the son owns 17%, and they also operate an equipment leasing LLC taxed as a partnership.
What They Needed:
With projected profits of over $1 million, the family was focused on tax savings, compliance, and minimizing self-employment tax liabilities.
What We Did:
TAVAS corrected tax filing errors, restructuring the equipment company to save on self-employment taxes. This restructuring provided $100,000 in annual tax savings for the father and $35,000 for the son, with an additional $10,000 saved from adjusting the equipment lease tax reporting.
Who They Are:
A client who owns trucking companies in California and Texas, operating under S corporation and C corporation structures, respectively.
What They Needed:
The client aimed to reduce tax liabilities while preserving a portion of their estate for charitable contributions to minimize estate taxes.
What We Did:
TAVAS identified missed tax-saving opportunities in the California company due to unclaimed deductions and improper distributions, advising amendments that saved over $350,000 in the first year and $1.7 million over five years.
Business Consulting
Our consulting experience began in May of this year…and we have seen improvements in every aspect of our business from cultural shifts to financial, production and distribution. Our marketing went from almost non-existent to best in class! Our production costs were cut by more than 50%. The clarification of many procedures and roles is resulting in less confusion and increased productivity and as a management team, we see a clear path to where we want to go.
H A ( President )
Business Consulting
Implementation has been excellent as has our consultant’s manner of delivery and engagement with ownership. We now have tools and metrics to allow us to manage the company and cashflow by the numbers, and learned to identify our profit bleeds and to correct those bleeds. We are now profit driven rather than sales driven, and have a path forward to begin our exit planning process.