Jerry and Shane Levinson, a father-and-son team, built Carpets of Arizona into a respected flooring company serving the entire Phoenix valley from its Chandler headquarters. The business was already on a successful trajectory, but Jerry and Shane knew they wanted to accelerate it — and to do that, they needed to untangle some real friction beneath the surface.
“It’s been just over a year… and my business could not be any better in large part due to John and his team,” said Shane Levinson, Owner of Carpets of Arizona. “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.”
Success Without a Clear Direction
Despite the company’s strong reputation, Jerry and Shane were having difficulty pinning down the true financial trajectory of the business. Large debt items and complicated cash-management challenges made the numbers hard to read. Marketing and lead generation were volatile and unpredictable, operations were bottlenecked, and there was friction among team members without clear reporting standards to resolve it. Layered on top of all of that were the difficult family dynamics that so often come with running a business alongside a parent or child.
Building a Detailed, Data-Driven Plan
Waters Business Consulting Group started with the numbers, performing regular financial analysis of historical data to establish the company’s true financial standing and using it to draft realistic future projections and targets for revenue and margins. From there, the team drafted organization charts with clear reporting structures and accountability lines, and defined which metrics mattered most and who was responsible for tracking and reporting them.
Marketing was redefined around a multi-pronged approach designed to be measurable and predictable rather than reactive. The team mapped clear workflows to delineate operational processes and reduce bottlenecks, and took a team-based approach to culture — introducing employee reviews for transparency and focusing on team-member well-being. Perhaps most sensitively, Waters Business Consulting Group helped clearly delineate roles between Jerry and Shane as family members, ultimately guiding a smooth and mutually beneficial buy-out between them.
Record Revenue and a Business Built to Run Without Him
The shift showed up everywhere at once. Shane now understands the true financial strengths and weaknesses of his business, and goal-setting has become a calculation instead of a guess. Every individual on the team has clearly defined roles, knows who they report to, and understands what they’re responsible for. With defined metrics and key performance indicators in place, the team has a real pulse on the day-to-day health and trends of the business.
Marketing now runs through multiple predictable channels rather than one volatile source, and a poll of employees found that all of them see themselves working at Carpets of Arizona three or more years from now — a strong signal of the healthier, more transparent culture the company built. The family buyout was completed successfully, preserving relationships while satisfying all parties, and operations now run with minimal bottlenecks, systematically designed to catch errors early. Along the way, the company posted record revenue and record net operating income (NOI), doubled its staff, and put Shane on a clear path to work fully on the business rather than in it.
Ready to Untangle Your Own Growth Challenges?
Whether it’s financial clarity, family dynamics, or a marketing engine that finally works, the right plan can turn friction into predictable growth. Reach out for a free consultation to talk through your next step.
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