Kelly Schrad Email & Phone Number

Are you a business owner interested in preparing your company for your eventual exit? ORAre you the owner of an established small to midsize business ready to build new value within your organization?I can help. I help business owners prep companies for ongoing success through 2 critical elements:1. VALUE BUILDING2. EXIT PLANNINGPartnering with you as a fractional executive or consultant, I design the strategy to enable your business to continue the good work you’ve started (with or without you) and put the infrastructure in place to lead your team to execute on that strategy. This is what I do best – for you, your team and your business operations. FOCUS AREASThe VALUE BUILDER SYSTEM puts you in the driver’s seat to guide your business from where it’s currently at, to high value, sustainable growth and return.PLANNING FOR YOUR EXIT from the business: Incorporating a holistic approach to designing a business-exit strategy:- To provide you maximum value for your life’s work AND give you piece of mind- To position your company for successful transfer (legacy or third party)- To help the business prepare for your exit by developing integrative succession planning and business continuity planningBuilding something from nothing is meaningful and exciting. I conceptualized, launched and led DataVizion, taking the company from early stages to a mature $20M organization, a significant lifetime success! Ultimately, I fulfilled my job to drive DataVizion through multiple maturity life cycles and position the company for continued growth upon my exit. Today, DataVizion remains a leader in the industry and I share my expertise with other business owners and leadership teams to either stand up the business or drive forward progression. Leveraging deep understanding of financial data, I analyze metrics and identify patterns and trends, translating this information into actionable steps to benefit the business. In this way, I lead the business to improve efficiencies, reduce costs and increase revenue. As a creative problem solver, I bring innovative thinking and build new momentum in companies, teams and projects. My focus blends strategy and tactical execution with vision and forecasting – how can we align our efforts, build and adapt for the future and continue to create “better”? Let’s talk about what you face every day. Are you ready for some piece of mind? Give me a call (1-402-510-5404) or email me (kelly@schrad.com) to start the conversation.