Kelly Schrad Email and 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.
Capstone Technologies, Llc
View- Website:
- captechno.com
- Employees:
- 35
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Chief Executive OfficerCapstone Technologies, LlcLincoln, Ne, Us
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Senior Advisor / OwnerThe Owner’S Advisor Mar 2023 - PresentThe Owner’s Advisor supports you through trusted, professional industry advisors and teams. As an experienced executive advisor, I’m here to help guide you, the business owner, to bring your company to new levels of growth and performance. As a small business owner, you have a lot to think about. I’ve found there are 2 crucial areas that nearly every business leader struggles with AND that can make a big difference for you and your company. Value Building and Exit Planning. In terms of Value Building, we consider many things:- History of revenue and profit- Financial record keeping- Growth potential- Dependence on other elements (employees, customers, suppliers)- Is the business a cash cow or cash spigot?- Recurring revenue (proportion and quality)- Competitive Differentiation- Customer Satisfaction (retention, referral business)- Hub & Spoke (what if you couldn’t be there?)Let’s talk about Exit Planning, essentially, creating a step-by-step Exit Plan to exit your business in the most efficient, risk-free manner- Your goals and objectives- Valuing the current business and looking beyond today- How to monetize that value- Position your business for transfer- Address legacy issuesBuilding a $20M organization from nothing was not an anomaly – it didn’t happen by accident. It took vision, planning, preparation, failure, learning, and the support of others. There were times of value building and times of growth. Times of disruption and times of peace. A time to stay and a time to go. Talk about it with an experienced team of industry experts. We’re here to help you move forward.
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Chairman And FounderDatavizion May 2021 - 2022Lincoln, Nebraska, UsI took the DataVizion concept and made it a reality – built an enduring $20M organization. It was the most amazing learning experience I’ve ever had. But that doesn’t fully express the significance. Because it took all of us, a community of talented, engaged and creative people to get the job done right. We all needed each other along the way and we all stepped up at different times. I think that’s what I’m most proud of – the family culture we created together.The best part was building a solid team performing well and doing a great job for our customers. Another highlight involved implementing new innovative programs such as Employee Onboarding and Employee Engagement program, ultimately leading to the Best Places to Work award.KEY LEARNINGS• Maintain a clear path to the vision and mission• Support leadership in keeping the vision the real target• Develop a transparent, trusting environment• Mantra: All ideas are welcome, creativity and innovation are the passports to the future• Connect employee contributions to the business objectives• Take measured risk, learn from mistakes, move forwardACHIEVEMENTS AS FOUNDER/CHAIRMAN• Developed strategic plan and separated 2 divisions to enable independent operations and ability to focus on unique business goals and objectives, while existing under parent holding company and diversifying business. • Planned my company exit after 20 years and handed off DataVizion to a fully prepared leadership team poised to continue business growth aligned with the mission. • Managed the exit process and ensured ongoing operations and focus on business development and innovation.• Pursued and earned the Professional Executive Coach certification (100+ coaching hours) through IPEC.• Coached and mentored leadership and operations teams, building leadership capacity and technical skillsets. Fostered a culture supporting continual professional and personal growth and learning. -
Ceo And FounderDatavizion 2001 - Apr 2021Lincoln, Nebraska, Us• Secured funding for growth without incurring debt (i.e. investments, grants). Cultivated trusting partnerships with financial institutions, resulting in long-term financial support and eliminating the financial burden of paying off debt.• Disrupted the status quo, renewed interest in innovation and change, and regained team alignment to the business vision.• Attracted and retained top talent and developed self-driven, high performing operations team, growing the business from 1 to 50 employees. • Built traction and momentum by implementing the Entrepreneurial Operating System (EOS) process. Identified and aligned team with core values and established clear vision and business objectives.• Captured and retained key customers and related sales revenue through relationship building and solution innovation• Developed leadership bench strength, creating a pool of capable leaders to drive business growth through challenge and change and ensuring continuity of the business.• Built a strong foundation for business operations to scale, enabling capacity for larger projects, business growth and continually evolving operations. • Leveraged financial data to define opportunities for cost reductions, efficiencies and revenue growth, informing decision making to improve profitability and operations.• Implemented executive team coaching to grow the knowledge and leadership required to facilitate project progression and rally multi-disciplinary support.- Secured 3-year $15M deal- Expanded business capability related to replacing IT infrastructure from a mere 6 buildings to 190 buildings (in 1-year).• Constructed new company identity and expanding profitability potential by developing a new business model strategy. Built new partnership with Aruba and shifted company into new revenue channel.• Recognized with the “Best Places to Work” Award in Lincoln, Nebraska, achieving high scores over 4 years and winning 2 years in the Small Business category.
Frequently Asked Questions about Kelly Schrad
What company does Kelly Schrad work for?
Kelly Schrad works for Capstone Technologies, Llc
What is Kelly Schrad's role at the current company?
Kelly Schrad's current role is Chief Executive Officer.
Who are Kelly Schrad's colleagues?
Kelly Schrad's colleagues are Michael Kilburn, Michael Smith, Jeffrey Heimgartner, Evin Sam, Larcy Allen, Shauna Inns, Aaron Slack.
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