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From Renting to Owning

Free the Owner helped a local trucking company purchase a commercial property and increase sales by 51% within 5 years.

Here is how we did it.

Free the Owner Case Study

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How it all started

During an initial consultation between CFO, Lizzette Sarria, and Mr. Woody, owner of Complete Fleet Care, a goal was set to get the financials organized to eventually purchase a commercial property. 
 
Prior to discussions regarding projections and budget planning, there were several steps required to take along the way.
 
Lizzette took the action of creating a roadmap that outlined specific milestones in order to achieve Mr. Woody's desired outcome.
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The Roadmap

Our CFO, Lizzette Sarria created 4 steps to help "Complete Fleet Care". These were essential building blocks of the roadmap which required Mr. Woody's commitment along the way.

  • Step 1 | Getting Organized

    Together Liz and Mr. Woody worked on organizing his company's bookkeeping and accounting to get a solid understanding of current financials.

  • Step 2 | Improve Cashflow

    A focus point was to start by tracking their receivables, getting them collected and keeping them within a certain large.

  • Step 3 | Cost Analysis

    The costs analysis assessment was key to understanding his bottom line and identifying ways of maximizing income while reducing expenses.

  • Step 4 | Budget Plan

    A budgeting plan was created to save for the long term goal of buying a commercial property within the next few years.

Our Accomplishments

Through our CFO services, we helped Complete Fleet Care accomplish several goals in a period of 5 years.

51% Increase in Sales

Precise Forecasting & Budgeting

Owning Commercial Real Estate

Testimonial

"Thank you Lizzette Sarria for helping our dreams of owning our own property come true. You went above and beyond our expectations by helping us increase our sales and grow our operations."
Kim Woody, Owner at Complete Fleet Care, LLC.

Ready to grow your business?

If you're a business owner looking to grow your business and achieve financial freedom, let's talk. Schedule a free consultation today.