Ready to accelerate your strategic planning process?

How we helped Precision Machine & Manufacturing:

The company’s annual revenue doubled, from $6 million to $12 million, and EBITDA surged to over $2.5M for the very first time, which is up from its 10-year high of $500K.

  • Operational Efficiency

  • Strategic Roadmap for Growth

  • Market Expansion and Sales Strategy

  • Workforce Optimization

Our principle-based CAPTAIN Strategy process gives you:

  • The tools, resources, support, and best practices for creating a world-class strategic plans

  • Guidelines for how to effectively execute it

If you and your organization have…

  • Wasted countless hours in strategic retreats that go nowhere

  • Come up with a “great” strategy… and then nothing ever gets done

  • Struggled to establish milestones and actionable steps for your biggest goals

  • Watched deadlines and plans fly out the window, quarter after quarter and year after year

… then our CAPTAIN Strategy process is your key to better planning, seamless execution, accountability to reach your goals.

It’s time to stop spinning your wheels. 

“Having the right partner(s) makes all the difference and having Carl as my guide and mentor, was an absolute game changer! Carl was always available to me anytime I needed him. Whether it was a late evening call to discuss an idea or a problem, or a hands-on leadership training that grew the bench strength of my team, Carl 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! You, your team and your business will be better because of it! In my 25-years of reorganizing underperforming businesses, I have never come across another executive so well versed in every area as Carl. He can take you through a high-level sales strategy while simultaneously conducing a thorough analysis of the financial statements.

Within the business world, 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!”

Please reach out to me any time if you would like additional details.

Don Lindsey, CEO & President, Precision Machine & Manufacturing

The CAPTAIN Strategy process has 7-key principles, with a proven framework

FOCUS PLAN

$4M Strategy™ Growth Assessment Report

Onboarding

1 Current Implementation

Accountability Tracking 

Measure Success 

StrengthsFinder: CEO/Owner  

1:1 LT Interview

40 Plan 

40+ Plan 

Meet your coach:
Carl J. Cox

Carl J. Cox is the founder and CEO of 40 Strategy. He hosts the Measure Success Podcast & the $4M Strategies™ daily, 4-minute podcast. He brings 3 decades of executive experience, including helping lead 7 companies to 2x growth or more.

40 Strategy also offers…

  • Executive coaching – Individual insights to grow your business

  • CliftonStrengths assessments – Talent driven focus to build teams

  • KPI Development and Tracking – Find the right KPIs to manage your business

  • Keynote speaking and strategic workshops – Enhance your events with strategic insights