Case Study - Carpets of Arizona

Carpets of Arizona

Shane | Owner & President

"It's been just over a year... and my business could not be any better in large part due to John and his team. He helped us achieve record revenue, record NOI, doubled my staff, and helped to solidify our processes to the point that I'm weeks away from being completely out of working IN my business and solely working ON my business."

BACKGROUND

Carpets of Arizona was established by the father/son team, Jerry and Shane Levinson. They service the entire Phoenix valley, with their headquarters being located in Chandler, Arizona. They pride themselves on providing top-notch service and an unmatched experience to every single customer. While already on a successful trajectory, the team engaged Waters Business Consulting Group to accelerate it.

As it stood, Jerry and Shane were having difficulty knowing the clear direction of the business. There was volatility in the marketing department and their lead generation, as well as friction among team members and bottle-necked operations. Financially, the company was having difficulty knowing where the company was headed because of large debt items and complicated cash-management challenges.

Wanting to face these challenges head-on, Jerry and Shane decided to take their business to the next level and engage Waters Business Consulting Consulting Group to develop and execute a highly detailed strategic plan.

CARPETS OF ARIZONA

www.carpetsofarizona.com/

CLIENT INDUSTRY:

Carpet and Flooring

Opened the Pathway to Success

The Challenge:

Lack of the company's true financial standing
Uncertain financial trajectory of the company
Complex and disorganized organizational structure
Frustrated and unhealthy business culture
Unclear Key Performance Indicators
Marketing methods that led to unpredictable and volatile results
Bottle-necked operations
Unclear reporting standards and structures, leading to confusion among the management team and, subsequently, team members
Difficult family dynamics that often arise in family-owned businesses

The Solution:

Empowered client through:

Performing regular financial analysis of historical data to determine their true financial standing.. Using the historical financials to draft future projections, and future targets for revenue, margins, and more
Drafting and collaborating on Organization Charts, including reporting structures and accountability lines
Defining what metrics are most important to the business and who's accountable for their measurement and reporting
Redefining how marketing should be managed: through a multi-pronged approach that's measurable and predictable
Collaborating through Workflows that clearly delineate operational processes
Taking a team-based approach through self-improvement, including focus on employees and their well-being. Also, executing team-member reviews for transparency and understanding
Clearly delineating roles between family members, and ultimately executing a buy-out that is smooth and beneficial for all parties involved

The results:

The owner now understands the true financial strengths and weaknesses of his business as it stands
The trajectory of the business is now highly predictable, and goal-setting has subsequently become a calculation rather than a guess
Each individual has clearly defined roles within the Organization, and each knows to whom they report and what they're responsible for
They have clearly defined metrics and Key Performance Indicators; they subsequently have a pulse on the day-to-day of the business and its overall trends
They have a clear marketing engine driven from multiple sources, as well as a high level of predictability in their revenue growth goals
The company has a healthy culture; it's transparent and honest. Through a poll taken of employees, all see themselves working here 3+ years from now
A successful buyout between the members of the family, ultimately aiding relationships while satisfying all parties involved. This, while keeping the business running effectively
Operations now has minimal bottlenecks; it is systematically designed to reduce errors and catch them early

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Carpets of Arizona

Shane | Owner & President

BACKGROUND

CARPETS OF ARIZONA

CLIENT INDUSTRY:

Opened the Pathway to Success

The Challenge:

The Solution:

Empowered client through:

The results:

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