InSight Blog

Stay up to date on our latest company news and ideas.
Building 2025 Together
Let’s talk about how to structure your team for success in 2025. Over the past few weeks, we’ve had the privilege of leading 10 full-day 2025 planning sessions with our incredible clients. A common theme emerged during these sessions: hiring for sales.
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Let’s Get Real About 2025
Now, let’s talk reality. Sure, we can plug ambitious revenue goals into a spreadsheet for next year, but if they aren’t grounded in the current landscape of your business, we’re wasting valuable time and energy. So, let’s do the math.
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How to Build Your 2025 Plan
As we move into Q4, it’s the perfect time to reflect on your 2024 performance. Are you on track to meet your goals? Whether you’re ahead or need adjustments, now is the moment to start crafting a strategic plan for 2025.
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Hiding your Head in the Sand Won’t Work
For those seeking deeper insights, we recommend investing in our One-Day Financial Strategy Session to truly understand the numbers that drive profitability and cash flow in your business.
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Do you have the Financial Fortitude to weather the current business landscape?
In this economic climate, it’s crucial to reassess investments and sales strategies. Determine what is working and what isn’t, identify which investments are yielding returns, and plan your next steps with clear expectations for the coming months.
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Want to operate more profitably and efficiently? Be sure you are tracking time.
In the past few weeks, several of our clients have asked that we speak to their teams about the importance of time keeping. So, this month we are getting back to the basics with a renewed focus on tracking your time.
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Current Business Conditions and How to Navigate Them
Despite the unique characteristics of each business and owner, certain industry trends stand out allowing us to optimize strategies effectively. Here’s what our latest analysis reveals about current business conditions.
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InSights Into Key Performance Indicators
KPIs are your compass, quantifiable measures that track your performance over time toward specific objectives. They serve as early warning signals, alerting you when things might be veering off course before it shows up on your financial statements or hits your bank account.
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Unlocking Strengths
Understanding your unique strengths—and those of your team—can help you tap into their potential, driving both personal and professional growth.
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Empowering Your Business with Profitability Insights
Our analysis helps identify the hours where you might be losing money and provides strategies to optimize your schedule for peak performance.
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InSights Into 2024
From data-driven choices in supply chain management to optimizing logistics and enhancing customer experiences, AI is a game-changer. E-commerce will continue to dominate, and sustainability concerns are on the rise. Lastly, cash flow management becomes paramount.
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InSights Into Our Annual Analysis
A good rule of thumb is to not have more than 3-5 targets for the year and to make sure they are SMART Targets: Specific, Measurable, Achievable, Relevant, and Time-Bound.
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InSights Into Succession Planning
What will happen to your business when you’re gone? Have you taken the steps to create a succession plan, to determine what will happen with the company after you and/or partners pass away?  
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InSights Into Planning For 2024
As we approach the close of 2023, it’s the perfect time to reflect, evaluate, and gear up for a prosperous 2024.
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Being Intentional With Your Business
Economic trends across the United States are shifting. How do you navigate them? Be Intentional!
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InSights Into the Economy
Remember, in times of uncertainty, cash is your true companion.
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