At Copious Insights, we provide the strategic guidance and expert support business owners need to thrive. Whether you’re working on growing your business, preparing for an exit, or just trying to stabilize cash flow, we are here to help you navigate those challenges.

Our flagship program, Freedom Through Value (FTV), is designed to help business owners:

• Overcome stagnant growth, cash flow challenges, and uncertainty.

• Increase the value of your business while stabilizing profitability and preparing for a smooth exit—whether for sale, succession, or independence from daily operations.

• Build a self-sustaining, profitable business that aligns with your personal and financial goals, leaving a legacy for future generations.

We also offer additional services such as transition planning, profitability improvement, and financial literacy training. Through tailored Part-Time CFO services, we ensure your business is not only ready for a sale but also optimized for long-term growth and success.

The Quick Wins Program (QW) is a short-term, hands-on program designed to help business owners take immediate action to improve cash flow, reduce owner dependency, and increase overall profitability. This program is perfect for business owners looking to implement impactful changes in just 6-8 weeks.

The program takes 6–8 weeks to complete. During this time, you will receive clear action steps to address the biggest areas of opportunity in your business.

By the end of the program, you will have increased profitability, streamlined operations, and a more independent business. You’ll be better equipped to focus on long-term goals while seeing immediate improvements in cash flow.

The BVT is a comprehensive tool designed to help you assess the value of your business. It includes detailed guidance for improving business value and strategic advice for preparing for an eventual sale or transition.

The BVT is ideal for business owners who are thinking about selling, exiting, or simply want to know how to improve the value of their business. It’s a great tool for owners who want data-driven insights into their company’s worth and how to grow it.

The FTV program provides a long-term, strategic approach to growing and maximizing the value of your business. It’s designed for business owners who want to build a self-sustaining company, reduce their dependency, and prepare for sale or succession.

The FTV program is a deeper, more comprehensive process aimed at long-term transformation, while Quick Wins delivers actionable steps for short-term impact. FTV focuses on building a strong, independent business that can run without the owner being involved in daily operations, whereas QW provides immediate improvements.

The FTV Program is a comprehensive, long-term initiative that typically spans 12 to 36 months, depending on your business’s complexity and goals. It is designed to be an ongoing, evolving process that includes in-depth strategic planning, continuous support, and periodic reviews to ensure your business remains on track for sustained success.

A Part-Time CFO provides high-level financial expertise and strategic advisory services without the cost of a full-time hire. I work with you to create financial strategies that increase profitability, prepare for exit, and reduce dependency on the owner.

You can expect:

• Financial strategy to increase business value and profitability.

• Help navigating tax planning, exit planning, and cash flow optimization.

• Monthly financial reviews and reports to ensure business goals are being met.

The BFS is an in-depth tool that assesses your business’s financial health. It helps you evaluate where your business stands in key areas such as profitability, cash flow, and long-term sustainability. This snapshot is an essential starting point for business owners who want clarity about their business’s financial status.

The BFS provides you with a detailed picture of your financial health, pinpointing areas that need attention and giving you clear guidance on how to improve. It’s perfect for owners who need to make informed decisions about their business’s future and growth.

Yes! We offer a 10% referral fee for any new clients referred to us. This applies to Quick Wins, Freedom Through Value, Business Value Toolkit, and other services. For more details, please get in touch with us.

Getting started is easy! Simply choose a program that best suits your business needs. Whether you’re looking for immediate results with Quick Wins, a detailed valuation with BVT, or a long-term transformation with FTV, we’ll guide you every step of the way. Contact us today to schedule an introductory call or start your journey by enrolling in one of our programs.