Portfolio

Generate cash

• Cash flow is King - Analyze expenses, cut unprofitable lines, and focus on your highest-margin segments.
• Stop the bleeding-Reduce costs before attempting growth through quarterly expense reviews.
• Never try to grow our way out of a hole- Growth consumes cash and diverts resources.
• Always model and stress-test new growth initiatives to ensure profitable outcomes.
• Keep your vendors competitive through annual RFPs for major services.

Maintain alignment

• Alignment leaks - ensure your vision and strategy are clearly documented and understood throughout the organization.
• To maintain alignment and focus, consistently reinforce strategy through multiple communication channels.
• Regular feedback sessions help identify gaps and provide clarity on new opportunities.
• Reward winning with compensation by aligning incentives with objectives.
• Sustainable success is built on solid practices through continuous improvement and strategic growth.

Resist greed

• Over-leverage leads to death - use credit lines only for short-term needs, not long-term growth.
• Batting average is more important than home runs - consistent/disciplined wins vs swinging for the fences.
• Pigs get fat; hogs get slaughtered - consistent improvements over sporadic wins.

Sound decision-making

• We analyze accurate data on ALL decisions to understand every aspect of our operations.
• We pray about EVERYTHING, viewing our work as a spiritual calling.
• We actively listen to advisors and experts to enhance strategies and avoid pitfalls

Set the pace

• FOCUS, FOCUS, FOCUS-develop clear plans, set specific goals, establish priorities, and assign accountability with deadlines to ensure execution.
• Know the flow-act quickly on issues and methodically on key strategic decisions.
• Swift changes can prevent prolonged issues - address problems immediately through decisive action.
• Go slow with planning and setting new strategic initiatives to ensure thorough consideration.