Completed Voyages
As a boutique business consulting firm, we don’t take on every possible client that approaches us. We look for those who are willing to make the types of changes necessary to succeed; those who are willing to invest in their future, make an impact, and create a legacy.
Many of our clients fall into one of four different industries; Medical/Healthcare, Construction/Trades, Manufacturing, and Professional Services. However, we work with companies in many other industries too. We also work with companies at any stage of business; Pre-Revenue, Start-Ups, Growth Stage, and Legacy. Our team has a vast knowledge base in each of these different industries and different stages requires as they each require a different approach.
Completed Voyage 1
Presenting Issue: Software didn’t support operations, billing company was behind on billing, cashflow was tight, trying to grow practice but running into tons of obstacles.
Process: SV Analysis. Discovered root problems. Needed to fix operations and develop a cash flow process. Found a new billing company that supported a more holistic approach to their technology needs. I developed a systematic process for paying their bills, managing their cash, and paying down their debt.
Result: In 2 years, Reduced debt by over 50%, Increased revenue by 250%
Quote: “I’m so happy to have Matt’s advice in running my company. He helped me develop a strategy for my business that incorporated all the different ideas I had.”- Amy
Process: SV Analysis. Discovered root problems. Needed to fix operations and develop a cash flow process. Found a new billing company that supported a more holistic approach to their technology needs. I developed a systematic process for paying their bills, managing their cash, and paying down their debt.
Result: In 2 years, Reduced debt by over 50%, Increased revenue by 250%
Quote: “I’m so happy to have Matt’s advice in running my company. He helped me develop a strategy for my business that incorporated all the different ideas I had.”- Amy
Completed Voyage 2
Presenting Issue: Needed financing for his business. Cash Flow Issues. Had a BK in the last 3 years. Hadn’t paid his property taxes on his building in 3 years and was facing seizure from the county.
Process: SV Analysis. Discovered no financial reports were being kept. Helped him secure short term financing. Found him a buyer for his building and his business.
Result: Instead of losing his building, he was able to pass on his company name and walk away from the business with a considerable amount of money.
Quote: “Without help from Matt and his team, I would have lost my building, my business, and my legacy for nothing. They helped me with a bridge loan and found a buyer to carry on my business.” - Chuck and Tom
Process: SV Analysis. Discovered no financial reports were being kept. Helped him secure short term financing. Found him a buyer for his building and his business.
Result: Instead of losing his building, he was able to pass on his company name and walk away from the business with a considerable amount of money.
Quote: “Without help from Matt and his team, I would have lost my building, my business, and my legacy for nothing. They helped me with a bridge loan and found a buyer to carry on my business.” - Chuck and Tom
Completed Voyage 3
Presenting Issue: Wanted to expand his business, but had cash flow Issues. Bank wasn’t cooperating with financing needs. No KPIs. Software wasn’t aligned with business goals and functions.
Process: SV Analysis. Mapped out business processes. Researched other softwares to align to his processes that integrated with quickbooks. Developed a monthly budget and dashboard.
Results: Tripled revenue since 2014. Hired 5 more employees. Paying down debt.
Quote:“My banker recommended Matt because they used to work together. Matt was able to work with my company to get our books corrected and, within two years, got us a great rate on business financing. I couldn’t have done it without him” - Dan
Process: SV Analysis. Mapped out business processes. Researched other softwares to align to his processes that integrated with quickbooks. Developed a monthly budget and dashboard.
Results: Tripled revenue since 2014. Hired 5 more employees. Paying down debt.
Quote:“My banker recommended Matt because they used to work together. Matt was able to work with my company to get our books corrected and, within two years, got us a great rate on business financing. I couldn’t have done it without him” - Dan
Completed Voyage 4
Presenting Issue: Patients complaining that the paperwork isn’t digital. Cash Flow Issues because of billing. The Doctor works 80 hours a week and is unsure if they are profitable.
Process: SV Analysis. Process Mapping for onboarding new patients and servicing existing patients. Found a software that fit their business. Worked with their team to migrate all their old paperwork into the cloud.
Results: Implemented a no cost software that increased billing revenue by 5% due to automation and medicare billing.
Quote: “We hired Matt and his team to take our filing system to the cloud and streamline the patient experience. They found a few solutions and took the time to show us each one. When we picked our favorite, they helped us get it established for our business.” - Dr. Michael
Process: SV Analysis. Process Mapping for onboarding new patients and servicing existing patients. Found a software that fit their business. Worked with their team to migrate all their old paperwork into the cloud.
Results: Implemented a no cost software that increased billing revenue by 5% due to automation and medicare billing.
Quote: “We hired Matt and his team to take our filing system to the cloud and streamline the patient experience. They found a few solutions and took the time to show us each one. When we picked our favorite, they helped us get it established for our business.” - Dr. Michael
Completed Voyage 5
Presenting Issue: Partnership / communication Issues, and process bottlenecks.
Process: SV Analysis and 3 days of onsite meetings. Mapped out their business process and added KPIs to measure effectiveness.
Results: Clear separation of duties for all departments with checkpoints in the process.
Quote:“I’ve been in the technology industry my whole life. Matt and his team analyzed my business processes and showed me where the inefficiencies were and how to fix them. They created a custom business process solution for me and my team.” - Kim
Process: SV Analysis and 3 days of onsite meetings. Mapped out their business process and added KPIs to measure effectiveness.
Results: Clear separation of duties for all departments with checkpoints in the process.
Quote:“I’ve been in the technology industry my whole life. Matt and his team analyzed my business processes and showed me where the inefficiencies were and how to fix them. They created a custom business process solution for me and my team.” - Kim
Completed Voyage 6
Presenting Issue: Son couldn’t get financing to buy father’s company.
Process: SV Analysis and financial review of company and personal finances. 2 weeks onsite (out of town). Secured financing for $4 million.
Results: Installed an Enterprise Resource Planning system, improved overall profitability by 45%.
Quote:“I really wanted a smooth transition for my son to take over my company. I had no idea where to start. Not only did they help everyone feel very comfortable with the transition, they put new software in place which improved our company’s bottom line.” - Ken
Process: SV Analysis and financial review of company and personal finances. 2 weeks onsite (out of town). Secured financing for $4 million.
Results: Installed an Enterprise Resource Planning system, improved overall profitability by 45%.
Quote:“I really wanted a smooth transition for my son to take over my company. I had no idea where to start. Not only did they help everyone feel very comfortable with the transition, they put new software in place which improved our company’s bottom line.” - Ken
Completed Voyage 7
Presenting Issue: Lack of centralized software.
Process: SV Analysis and discovered lack of documented process. 2 days onsite. Software implementation.
Results: Centralized software installation; all patient records digital.
Quote:“We want to be the most progressive medical office in the area and hired them to help us align several services into one company. Now, we have a centralized billing system, patient records, and marketing efforts that help us drive our company.” - Dr. L.
Process: SV Analysis and discovered lack of documented process. 2 days onsite. Software implementation.
Results: Centralized software installation; all patient records digital.
Quote:“We want to be the most progressive medical office in the area and hired them to help us align several services into one company. Now, we have a centralized billing system, patient records, and marketing efforts that help us drive our company.” - Dr. L.
Completed Voyage 8
Presenting Issue: Needed to sell the company and move to another state due to his wife’s work.
Process: SV Analysis. 1 day onsite. Documented assets and reviewed financials. Contacted various potential buyers. Negotiated terms of the sale.
Results: “I met Matt at a networking function and within 45 days he had my business sold. I thought I had tried everything and was getting ready to dissolve the business and walk away. Thank goodness for Matt and his team.” - Chuck
Process: SV Analysis. 1 day onsite. Documented assets and reviewed financials. Contacted various potential buyers. Negotiated terms of the sale.
Results: “I met Matt at a networking function and within 45 days he had my business sold. I thought I had tried everything and was getting ready to dissolve the business and walk away. Thank goodness for Matt and his team.” - Chuck
Completed Voyage 9
Presenting Issue: Couldn’t make payroll 3 weeks before Christmas for staff of 40 employees.
Process: Emergency cash infusion, financial review, process mapping through 8 weeks on site time.
Results: Transitioned business operations to management company. Corporate realignment of leadership.
Quote:“Matt and his team helped me finance operations so I could have a little breathing room. Then, they found a national company that was willing to take over my operations and finances so I could do what I love; develop new recipes.” - Jim
Process: Emergency cash infusion, financial review, process mapping through 8 weeks on site time.
Results: Transitioned business operations to management company. Corporate realignment of leadership.
Quote:“Matt and his team helped me finance operations so I could have a little breathing room. Then, they found a national company that was willing to take over my operations and finances so I could do what I love; develop new recipes.” - Jim
Completed Voyage 10
Presenting Issue: Cash Flow issues, unable to secure financing, losing staff.
Process: SV Analysis and financial deep dive. 5 days of onsite time. Functional Organizational Chart Development. Secured loan for $3.75 million.
Results: Reduced debt service by 75%, installed process for employee reviews and reporting to management.
Quote:“I had started my company over 15 years ago and had hired many consultants to help me run it. What was different about Matt and his team was their dedication to the end result. They came up with some creative solutions that helped my business in ways I didn’t even know it needed.” - Tammy.
Process: SV Analysis and financial deep dive. 5 days of onsite time. Functional Organizational Chart Development. Secured loan for $3.75 million.
Results: Reduced debt service by 75%, installed process for employee reviews and reporting to management.
Quote:“I had started my company over 15 years ago and had hired many consultants to help me run it. What was different about Matt and his team was their dedication to the end result. They came up with some creative solutions that helped my business in ways I didn’t even know it needed.” - Tammy.
Completed Voyage 11
Presenting Issue: unable to secure financing and cash flow issues.
Process: SV Analysis and financial review. 2 days on site. Financing proposal and functional organizational chart development.
Results: Reduced debt service by 85% and hired 2 team members.
Quote:“I couldn’t have gotten to where I’m at financially without Matt and his team’s help. My business got turned down for a business loan and Matt was able to review my situation, make some recommendations, and we got approved and funded in less than 6 months. Our interest rate is half of what it was and our lower monthly payments allowed me to hire a restaurant manager.” - Courtney
Process: SV Analysis and financial review. 2 days on site. Financing proposal and functional organizational chart development.
Results: Reduced debt service by 85% and hired 2 team members.
Quote:“I couldn’t have gotten to where I’m at financially without Matt and his team’s help. My business got turned down for a business loan and Matt was able to review my situation, make some recommendations, and we got approved and funded in less than 6 months. Our interest rate is half of what it was and our lower monthly payments allowed me to hire a restaurant manager.” - Courtney
Completed Voyage 12
Presenting Issue: Considering bankruptcy for his company.
Process: SV Analysis and 4 days of onsite visits. Mapped out a plan to reduce expenditures by 35%, secured bridge financing, renegotiated terms with vendors, improved cash flow over 6 months.
Results: Secured a traditional bank loan which had 60% lower payments.
Quote:“I have to remember to send my banker a thank you card each year on the anniversary of his introduction to Matt’s company. Strategic Voyages helped me steer clear of bankruptcy and got my $2.5 million loan refinanced! The savings we have each month allowed me to hire 3 more sales people and our revenue is up 30% from the prior year.” - Steve
Process: SV Analysis and 4 days of onsite visits. Mapped out a plan to reduce expenditures by 35%, secured bridge financing, renegotiated terms with vendors, improved cash flow over 6 months.
Results: Secured a traditional bank loan which had 60% lower payments.
Quote:“I have to remember to send my banker a thank you card each year on the anniversary of his introduction to Matt’s company. Strategic Voyages helped me steer clear of bankruptcy and got my $2.5 million loan refinanced! The savings we have each month allowed me to hire 3 more sales people and our revenue is up 30% from the prior year.” - Steve
Completed Voyage 13
Presenting Issue: No plan of succession to next generation.
Process: SV Analysis and 2 days of onsite visits. Worked through the SV succession planning questionnaire. Worked with both father and son to identify the KPIs needed to maintain the business.
Results: Father was successfully bought out and son can grow the business.
Quote:“My business has been around since 1976. I bought it from my father in the 80’s when he got cancer and cash flow was upside down. I met Matt in 2019 and with his team’s help, I can now pass along a profitable enterprise to my son to carry on the family business.” - Michael
Process: SV Analysis and 2 days of onsite visits. Worked through the SV succession planning questionnaire. Worked with both father and son to identify the KPIs needed to maintain the business.
Results: Father was successfully bought out and son can grow the business.
Quote:“My business has been around since 1976. I bought it from my father in the 80’s when he got cancer and cash flow was upside down. I met Matt in 2019 and with his team’s help, I can now pass along a profitable enterprise to my son to carry on the family business.” - Michael
Completed Voyage 14
Presenting Issue: Too many projects, too much work, lack of financial controls in place to manage.
Process: SV Analysis and 4 hour strategy session. 4 on-site visits, met with their team and created a functional organizational chart with position guides. Mapped out the flow of information across the software we had. Created a policy and procedure manual for the team to visualize the project management lifecycle.
Results: Software that talks to each other, transparency into financial forecasting and job costing.
Quote:“When I told my banker we needed a CFO, he didn’t hesitate in recommending Matt and his company. His exact words, “you might not need to spend the money on a full-time CFO just yet. I’d call Matt first” and thank goodness we did. He got our Quickbooks to talk to our Project Management Tool which streamlined our entire project management process. - Gabriel
Process: SV Analysis and 4 hour strategy session. 4 on-site visits, met with their team and created a functional organizational chart with position guides. Mapped out the flow of information across the software we had. Created a policy and procedure manual for the team to visualize the project management lifecycle.
Results: Software that talks to each other, transparency into financial forecasting and job costing.
Quote:“When I told my banker we needed a CFO, he didn’t hesitate in recommending Matt and his company. His exact words, “you might not need to spend the money on a full-time CFO just yet. I’d call Matt first” and thank goodness we did. He got our Quickbooks to talk to our Project Management Tool which streamlined our entire project management process. - Gabriel
Completed Voyage 15
Presenting Issue: Business Pivot / Cash Management of multiple initiatives.
Process: SV Analysis. Discover root concerns. Map out steps needed. Added software to business which created a dashboard of KPIs for her to run both companies.
Results: Successful business pivot and serial entrepreneur.
Quote:“I called Strategic Voyages when my attorney told me I should get some business advice related to a business pivot I was considering. Within a few sessions, Matt’s team was able to clearly lay out the steps I needed to take to have a successful business pivot. Now, both businesses are able to run like well oiled machines.” - Julie
Process: SV Analysis. Discover root concerns. Map out steps needed. Added software to business which created a dashboard of KPIs for her to run both companies.
Results: Successful business pivot and serial entrepreneur.
Quote:“I called Strategic Voyages when my attorney told me I should get some business advice related to a business pivot I was considering. Within a few sessions, Matt’s team was able to clearly lay out the steps I needed to take to have a successful business pivot. Now, both businesses are able to run like well oiled machines.” - Julie
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