Our Client’s Get Results!

Annual Revenue Doubled ($6M to $12M)

Precision Manufacturing

EBITDA over $2.5M, up from 10-year high of $500K

Precision Manufacturing  

100x Return on Investment

Valley Pacific Construction

Double-digit negative profits were reversed to consistent double-digit positive within 12 months.

From $0 to $50 Million!

(Undisclosed Client)

In 18 months, helped to grow a company's valuation from $0 to a $50 million acquisition.

You Can Too! 

Book a call with Carl J Cox
Book a call with Carl J Cox

The 40 Hour Fix™ in Phoenix 11/3 & 11/4 is SOLD OUT!               

86% of executives spend less than an hour a month working on strategy!

  • What is holding your business back?
  • We empower you to maximize its value!
  • Achieve significant growth through strategic excellence.
  • Want to maximize your business value to sell?
  • Need a more secure future?

“Carl was an absolute game changer!

He was an integral part of the company’s transformation and I am a better executive because of him! The best advice that I can give to anyone who is considering a partnership with 40 Strategy™ or 40 Accounting™…DO IT!

Carl is a unicorn as far as I am concerned and I cannot provider a higher recommendation than the one I gladly give for him!”

Don Lindsey

Don Lindsey, CEO & President, Precision Machine & Manufacturing

Our Clients

   

90% of strategic plans fail!

We help you identify your blockers, show you how to prioritize them, and provide $ value you can expect to get from each one.

Our Secret?                                      The 40 Hour Fix™!

How a land surveying company transformed its business (and profits) within 1 year

The Struggle:

CEO Kenny Green had already built his company, Terrane, into a thriving, well-regarded land surveying business in the Puget Sound region. But the organization had plateaued, thanks to long waiting times to complete projects (up to 140 hours from start to finish), no clear growth strategy in place, and uncertainty over which team members should be in which roles. Kenny admits he had some “tunnel vision,” and the company was just chasing revenue for revenue’s sake—without a comprehensive, structured plan to scale the business. Sometimes, it felt like Terrane’s only strategy for growth was just to work longer hours.

The Solution:

As we dug into Terrane’s processes, we almost immediately found the bottleneck keeping the company from scaling: the 140-hour wait time for a land surveying project. Members of the surveying team (high-value experts in their field) were routinely spending hours on admin/logistical tasks instead of simply focusing on surveying.

Thanks to regular accountability check-ins between Carl and the whole Terrane team, everyone got clear on their specific responsibilities, and Kenny clarified the Key Performance Indicators he needed to monitor to maintain future growth. We found spots in the surveying process to streamline, and worked on eliminating organizational bloat.

The Outcome:

Terrane used the 40 Strategy Trim method to, within 6 months, cut back their 140-hour land surveying process—into 40 cumulative hours. Surveyors were able to focus on their high-value expertise, while other Terrane team members stepped in to take admin and logistical responsibilities. With the right people in the right seats, everyone was more aligned—and it improved efficiency, created better customer service, and set the stage for scaling.

Thanks to that streamlining, Terrane created more space for new business, and increased sales by over 40%. In 2021 alone, Terrane delivered more than 500 surveys beyond their 2020 numbers. With processes dialed in, team members operating according to their unique strengths, and Kenny back to more strategic duties, the organization experienced a major shift within a year—but also set the foundation for long-term growth in the future.

Carl developed a principle-based, proven pathway for scaling organizations from startup to $40 million — and beyond, and called it CAPTAIN Strategy.

C

Compass [Alignment]: Learn how to get your whole team’s buy-in on a common goal. We teach you how to craft and communicate a vision everyone will actually get behind.

A

Aspire [Goal]: Define your next destination. We help you design stretch goals to change your behaviors to reach the next level.

P

Plan [Strategy]: Define the “how” — the milestones and action steps that will help you and your team achieve your goals. You’ll design a world-class strategic plan.

T

Trim [Focus]: Scaling your business means cutting the fat and shifting focus to your most high-value activities. We’ll evaluate where there’s organizational
bloat, and how to streamline your processes to eliminate waste.

A

Act [Launch]: We set clear start dates and deadlines for each step of your strategic plan. Then we help your team generate quick wins to build momentum.

I

Illuminate [Measuring]: According to the Harvard Business Review, companies that focus on the right leading indicators can triple their success. Here, we’ll help you determine which indicators you should measure. Then you can track your success and make more progress, faster.

N

Navigate [Learning]: A strategic plan is a hypothesis — not a fact. We’ll evaluate what’s working and not working, using those insights to adjust your strategy.

Meet 40 Strategy Founder and CEO Carl J. Cox

Carl is a business strategist, growth expert, trusted advisor to CEOs, and Gallup-certified Strengths Coach. He is a former C-level executive at five companies with operations in four continents. He has experience in strategic planning and operations, accounting, project management, sales, and lean manufacturing.

Through his career, Carl has grown multiple companies 3x to 5x—a rate of scaling he thought was normal. It wasn’t until he served as CEO-North America for an Australia-based strategic planning and software company that he realized this was not the norm. In that role, where he founded the company’s U.S. office, Carl consulted on hundreds of companies’ strategic plans. He quickly learned what separated failed plans from the top 10% that actually succeeded.

Carl is passionate about helping businesses—from startup to $40M—design great strategic plans and hold leaders accountable to actually get them done. After founding 40 Strategy, Carl’s CAPTAIN methodology has been proven to help organizations reach their goals 3x faster, skyrocket profitability, and quickly scale their business.

Carl’s roles as an author and podcast host reinforce the brand’s dedication to thought leadership within the business strategy space. His book “Lost at CEO” and the Measure Success Podcast serve as platforms where he shares insights and strategies, positioning both himself and 40 Strategy as authoritative sources on business growth and strategic planning.

How the CAPTAIN method helped Don 2x and even 3x parts of his Precision Machine & Manufacturing business.

The Struggle:

Don, the CEO of Precision Machine & Manufacturing in Oregon, came to me “stuck in the storm.” He was trapped in day-to-day execution, with no time for big-picture strategy. The organization lacked clear priorities, progress toward company goals was slow (or nonexistent), and Don was stressed out and overworked.

The Solution:

What Precision needed was some streamlining and team alignment. Through the Trim phase of the CAPTAIN process, we taught Don how to narrow his focus, and prioritize the work that truly drove impact and growth. We established clear priorities for the whole team—then outlined specific deadlines and milestones to reach those goals, along with regular accountability meetings. That level of focus—from Don, and his whole team—completely transformed Precision.

The Outcome:

Within 18 months, Precision’s sales orders doubled. They experienced 200% and 300% growth within multiple markets. With the extra revenue, they were even able to upgrade and expand their equipment and team. Now, Don spends his days focused on strategic planning, team development, and long-term visioning—not stuck in the weeds of day-to-day operations.

The CAPTAIN Strategy Program provided me a solid understanding of strategic planning principles and taught me what is required to ensure success vs. failure.

I’ve been in similar workshops where everything is theoretical and appears to be disconnected from the realities of today’s business world. I loved that real world examples were used to reinforce the concepts which helped “make it real.” The collaborative environment allowed me to learn from the fellow participants as we went through the process.

The program is more than just a learning exercise: Coming out of the program I had solid strategic plan ready to implement. Whether you lead a team of 500 or are a one-person start-up, the CAPTAIN Strategy Program can be used to put your business on a path to greater success.”

— Bob McGlasson, Director at a Fortune 100 company

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Ready to get the strategy, support, and accountability you need to finally scale your business?

It’s time for the 40 Hour Fix™!