Материал подготовлен компанией Business Architect Group Inc.
Case №2
Case Study: Removing the Growth "Ceiling" for a Construction Company
The Challenge:
The company had a steady flow of orders, loyal clients, and a solid reputation. But the owners felt they had hit a "ceiling" — scaling further with their current processes felt risky. They needed a clear plan: where to start making changes and how to avoid costly mistakes.
What Was Done:
A full express diagnostic, a systemic audit (Business X-Ray) across four key areas: finance, management, sales, and product.
What the Audit Revealed:
Finance — Flying blind. No management reporting in place. Cash flow was tracked manually in spreadsheets, creating a high risk of cash gaps and IRS penalties.
Invisible Profit: +12% Margin They Couldn't See. Management believed their average margin was around 30%. Our analysis showed it was actually 42–43%. The ~12% difference represented roughly $500,000 per year that was simply "dissolving" due to inaccurate accounting. The money was being earned, but the system couldn't see it.
Management — Relies on people, not systems. No organizational chart, no documented procedures, no KPIs. Everything was handled on the fly by two directors, which blocked any chance of scaling.
Sales & Marketing — Activity without strategy. No unique selling proposition (USP), no sales funnel, no end-to-end analytics. Leads were handled reactively. Money and effort were invested without a system, making results unpredictable.
Warehouse — A blind spot worth up to $1 million. The audit's biggest revelation. We found unaccounted material stockpiles worth between $300,000 and $1,000,000. Money was "frozen" in chaotic storage, distorting project costs and eating into profits.
Based on the audit, the client received a clear action plan — a RoadMap with timelines and logic for every step:
URGENT: Immediately get the warehouse under control. Implement inventory tracking, conduct a full count, and regain control over those hidden hundreds of thousands of dollars. This single step alone paid for the entire audit.
Priority 1: Implement financial accounting (QuickBooks) and start generating real P&L and Cash Flow reports. Without this, every decision is just guesswork.
Priority 2: Define the organizational structure, roles, and procedures. Make the business manageable, not dependent on two people.
Priority 3: Build a sales system: define the USP, create a funnel, implement a CRM.
The Result:
The client didn't just get a report — they got clarity and a working tool. They could now clearly see:
How much they actually earn: Real profitability was 12% higher than they thought, unlocking an additional ~$500,000 in annual profit to manage and reinvest.
Where their frozen money was: $300,000–$1,000,000 in materials was literally gathering dust in an unaccounted warehouse.
The exact sequence of steps needed to move forward without creating chaos.
What investments (time and money) were required to reach the next level.
The company had a steady flow of orders, loyal clients, and a solid reputation. But the owners felt they had hit a "ceiling" — scaling further with their current processes felt risky. They needed a clear plan: where to start making changes and how to avoid costly mistakes.
What Was Done:
A full express diagnostic, a systemic audit (Business X-Ray) across four key areas: finance, management, sales, and product.
What the Audit Revealed:
Finance — Flying blind. No management reporting in place. Cash flow was tracked manually in spreadsheets, creating a high risk of cash gaps and IRS penalties.
Invisible Profit: +12% Margin They Couldn't See. Management believed their average margin was around 30%. Our analysis showed it was actually 42–43%. The ~12% difference represented roughly $500,000 per year that was simply "dissolving" due to inaccurate accounting. The money was being earned, but the system couldn't see it.
Management — Relies on people, not systems. No organizational chart, no documented procedures, no KPIs. Everything was handled on the fly by two directors, which blocked any chance of scaling.
Sales & Marketing — Activity without strategy. No unique selling proposition (USP), no sales funnel, no end-to-end analytics. Leads were handled reactively. Money and effort were invested without a system, making results unpredictable.
Warehouse — A blind spot worth up to $1 million. The audit's biggest revelation. We found unaccounted material stockpiles worth between $300,000 and $1,000,000. Money was "frozen" in chaotic storage, distorting project costs and eating into profits.
Based on the audit, the client received a clear action plan — a RoadMap with timelines and logic for every step:
URGENT: Immediately get the warehouse under control. Implement inventory tracking, conduct a full count, and regain control over those hidden hundreds of thousands of dollars. This single step alone paid for the entire audit.
Priority 1: Implement financial accounting (QuickBooks) and start generating real P&L and Cash Flow reports. Without this, every decision is just guesswork.
Priority 2: Define the organizational structure, roles, and procedures. Make the business manageable, not dependent on two people.
Priority 3: Build a sales system: define the USP, create a funnel, implement a CRM.
The Result:
The client didn't just get a report — they got clarity and a working tool. They could now clearly see:
How much they actually earn: Real profitability was 12% higher than they thought, unlocking an additional ~$500,000 in annual profit to manage and reinvest.
Where their frozen money was: $300,000–$1,000,000 in materials was literally gathering dust in an unaccounted warehouse.
The exact sequence of steps needed to move forward without creating chaos.
What investments (time and money) were required to reach the next level.
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