Large-Scale Growth

For Your

Small Business

Our Process

Our Process – Let our proven 3-step Methodology qualify & quantify your growth opportunities



The objective of our Process is to establish an implementable plan to achieve the growth that makes your personal goals and commitments in life possible.

The Process

Step 1: The Discovery Interview

This meeting is let you share your purpose, the passion that drives your work, your individual and organizational strengths, and the customers you serve. Chuck explores your goals and objectives, concerns, current strategies, priorities, and timing.  This essential information serves as the basis for how Chuck customizes the steps on your journey to more profit and more freedom.

At this stage we:

  • identify the current limits in your thinking about what is possible in your life
  • expand the scope of what might be possible
  • clarify what is possible from your business
  • establish the size of company needed to achieve your personal goals
  • uncover any missed or undiscovered opportunities

The Discovery Interview provides clarity about what you want out of life and business so Chuck can design a system to make that happen.


Step 2: Critical Issue Analysis

This stage delves into the “What” and the “Why” of the issues behind your company’s ability to grow.  We examine:

  • existing profit margins
  • customer value
  • organizational structure
  • delivery capacity
  • staffing
  • new sales
  • repeat/referral business
  • cash flow
  • alignment of goals

This analysis allows us to troubleshoot potential pitfalls in your growth plan. More importantly, it enables us to design the infrastructure necessary to handle the increased growth you are targeting.


Stage 3: The Strategic Implementation Plan

A plan is only as good as its implementation. More Profit More Freedom moves you through a  specialized foundation-building process designed for your unique needs.

This stage includes:

  • verification of the information collected in the Discovery Interview
  • observations from Chuck including:
    • review of your talents and abilities as a business leader
    • confirmation that your personal and professional goals are aligned
  • development of a customized action plan for systems, people, and sales

You’ll receive ongoing, expert support during the entire implementation process to help ensure you reach your desired outcome.

Happy Clients


"Specific areas of Our work together that made a difference for me included you’re getting back to me consistently; you were organized and worked with our schedule. This make a difference for me in that you kept us on the ball, allowed us to get it down quickly. The impact of your work resulted in a business plan that will allow us to achieve our main goal and objective: a business loan for $750,000.00."

Mark Ainley, Commercial Real Estate Broker

"You have helped me to define my key objectives, as well as what I need to be doing day in and day out. There are many responsibilities in running a successful Real Estate office including: agent recruiting, retention, and overall increasing the office revenue.  You have helped me to reach a 100 % of my objectives. As a result, our office is having a record year in sales."

John M, Residential Real Estate Broker/Manager

"This year my income has been consistent for each quarter. Consequently, my Income from commissions is up 25% over the previous year. This has increased my self-confidence. I believe that my business will continue to grow at double digits each year."

Eric Marzinke, Financial Planner

"As our facilitator, you kept track of the details while not losing sight of the big picture. Our organization has transitioned from a seat-of-the-pants approach to replicable activities and processes. I now see a way for me to make a graceful exit from the organization."

Stan Piskorski, Windy City Professional Speakers

"In the year that we worked together, the Clinic successfully moved 75% of its operations to a new building, within a 6-month timeframe. We also achieved compliance regarding medical records completion requirements. Since then we have successfully dealt with the many challenges facing a multi-specialty group practice. Personally, I shed 35 pounds, and my family has adjusted to my management role."

Don Hoffman M.D., CEO Multi-Specialty Group Healthcare Practice

"Since our work together, my practice has flourished. I have gained new clients, maintained longer lasting relationships with existing clients and have added a support person to help me in the administration of my growing business. Additionally, I have assumed the leadership of a professional association and have increased its membership, revenues, and program quality."

Dennis B, Marketing Consultant

"What I specifically found satisfying about our work was the filtering (or different perspectives) about my situation. It allowed me to come to grips with the anxiety I had.  You helped me through those issues. I also appreciated the tools; take always, materials, reference points, exercises, and articles. Because of our work, I have more self-awareness of my developmental areas. Blind spots were recognized; it opened my eyes to areas I needed to work on. Because of my efforts, we have improved the financial position of the corporation by millions and millions of dollars."

Steve V, Chief Finance Officer, Multi-Specialty Group Healthcare Practice

"I especially appreciated the way you quickly presented a variety of management tools and examples of how other people used them. I picked the ones that will work for me.  Your method worked with my style.  As a result of the work we did I am able to implement a more thorough decision-making process. I utilize the leadership style that is right for the situation. I set clear expectations for my staff.  I keep adding to my "Lynn processes". I have the tool set to build the "A" team. I have become more comfortable about giving feedback to staff. I have a process to stack new opportunities that is based on my values."

Lynn B, Marketing Executive

"Regarding your services, what made a difference for me was the action plan.  Having a goal and defining what the goal is, then I can actually plan. I broke these things down: what is my goal, what do I need to accomplish it, and what action am I at? Before I was shooting from the hip. Now I can sit down and think through things before I start reacting to things. It is making my job easier; I am getting feedback from below. There has been a 65-70 % improvement in efficiency. We are still short personal, and we are still getting the job done. I have more time to communicate with the people and they appreciate it more; and the bosses appreciate it more. We are working more as a team instead of as fire department. Now I can help my people take the time to do things right. The traffic will be smooth!"

Henry Martin, Government Agency Supervisor

…Your  advice had a positive impact [on the way I lead]. You explained the why we do something as well as the how we do it. It gives me clarity in my leadership…You encouraged me to do what was right and what was needed…The impact is that I have more clarity around ‘the what’ that I am doing and ‘the why’ that I do it.

Colin Christensen

I was particularly satisfied with the way you helped me to think outside the box, and the structure you gave me to stay on track to implement my new ideas.

As a result of our work together, I received the Best High Achiever Award from the Sales and Marketing Executives of Chicago for the Year 2001. I am currently one of the top performers in the financial planning business. And I have more tools that I use every day to stay in better rapport with my clients and provide them with better services.

Chad Coe, RFC President


Number of

Businesses in USA


Of CEOs are not

satisfied with their



Of Executives are

increasingly unsure

of which growth

avenue to pursue

Do you want your business to Thrive? We start where you are now to help your business Thrive one customized step at a time.

Source: Strategy & survey of more than 800 senior business leaders, PWC (Price, Waterhouse, Cooper), 2010 -2015