If your presence is required, then your
exit is impossible
Epic partners with hands-on owners who are still the driving engine of their business. We can help you streamline your systems to transform your company. Whether your ultimate goal is to sell your business, create a worry-free retirement, or take a six month vacation, we can help you design the operational runway to get you there.
The Blueprint for your Great Escape
Epic can help you transform your hands-on business into an automated operation, moving your daily view from the boardroom to a view from a chaise lounge.
Governance - replace the founder with a competent team with established clear decision-making frameworks, areas of accountability, and train the team to handle daily dilemmas consistently without escalating them to the owner.
Operations - standardize core services so quality remains identical, whether the owner is in the office or on a beach, by mapping out cultural knowledge by each team member into procedures, supply chain optimization, and fulfillment efficiency by eliminating bottlenecks.
Reporting - separate the owner’s personal lifestyle from the business financials, clean up P&L statements, normalize EBITDA, audit financial actuals and automating cash flow tracking with real-time forecasting.
Infrastructure - review if data flows seamlessly between departments without manual intervention, automating repetitive administrative tasks, implement CRM and ERP systems and hardcoding workflows into software platforms.
Culture – create training for interdependence, build objective performance review systems and align incentives with company-wide profitability milestones.
Revenue Stabilization - cultivate an automated sales funnel driven by a dedicated sales team, document sales scripts, build predictable lead-generation channels, and diversify the client base
How we help craft your escape
If getting out of your business means having a plan, then that is where we can support you. Initially, will analyze your operations before framing the project. That means we will have probably 1-3 phone calls and an on site visit, where we would suggest meeting with a few of your leaders. While it might take a little time to determine the scope, what we are trying to avoid are rigid packages or absentminded guessing.
Since no two businesses are identical, no two engagements are the same. Whether we agree to a short series of strategic leadership meetings or our team runs alongside your operations and leadership team to implement new systems and strategies for months, the plan is that we agree on it together. And that we both agree on Our Fundamentals.
However, working together long term with anyone can be a challenge. There will be a lot of decisions to make, new systems to implement and tech to understand. At times, it can be overbearing and we know that the learning curve can be steep, but together, with an optimistic mindset, we can help you find a way out.
Beat the odds
Sell Successfully
Retire Epic-ly