In this episode, we chat with TJ Slattery, founder of Crowsnest Consulting. Together, we dive into the essentials of scaling your business wisely, highlighting thoughtful analysis, organizational changes, and delegation. 

Using the "underpants gnomes" analogy, we explain the risks of missing crucial planning steps. TJ also breaks down the importance of pro forma financial forecasts and their operational impacts. Tune in for actionable insights and real-world advice to help align your business operations with your financial goals.  TJ is a lifetime entrepreneur, small business owner, and strategic advisor with a burning desire to help other small business owners scale their enterprise and gain freedom in their professional and personal lives.  

The importance of creating n holistic pro-forma to plan out your next 12 and 18months as a small business owner. Blending a financial, sales, & marketing strategy with capacity, recruitment planning, and leadership development.   Visit TJ’s website at www.crowsnestmindset.com for more information on his practice and how to contact him for an introductory call and discuss what creating a holistic pro-forma would mean for your business.  What you'll hear in this episode: 06:19 Thoughtful analysis necessary for business growth planning. 

07:26 Understanding multidimensional impacts in financial decision-making. 

11:28 Plan for scaling and delegating responsibilities effectively. 

14:20 Pro forma scenarios for future business strategies. 

19:36 Involve relevant team members in pro forma creation. 

21:28 Regularly check in with team for updates. 

24:33 Setting goals, teamwork boosted marketing firm's growth. 

29:38 Embrace growth, trust others, let go. 

32:40 Forecast triggered job quitting for life change. 

36:22 Align business growth with long-term financial goals.  If you like this episode, check out: Increase Your Earnings Without the Sales Struggle 

Crafting a Profit Plan That Drives Your Business Forward 

Bored and Profitable Beats Busy and Broke Every Day  Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh  Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.