04 · Growth

From $8M to $20M, margin intact.

You built, or inherited, a real business. The next tier needs more leaders, a sales engine that does not depend on you, and numbers you trust. We map the road and walk it with you.

  • $17M / yrfounded and ran his own firm
  • $11M → $27M+branch sales as VP
  • 25+ yrsleading teams of 5 to 50+
Steve Lindstrom mapping a growth plan with an ownership team

What is Growth Strategy for Owner‑Operators?

Growth Strategy for Owner-Operators is Coach to Success’s advisory program for founders and second‑generation owners of service businesses at $8M–$10M who want to reach $20M and beyond profitably.

Organizational design · the hiring plan · a sales-capacity model tied to the revenue goal · an operating cadence (weekly, monthly, quarterly) · P&L discipline · succession readiness. Delivered as a three-, six- or twelve-month retainer with Steven C. Lindstrom, who founded and ran his own $17M-a-year firm and later grew a branch from under $11M to $27M+.

Sound familiar?

The owner’s questions.

  • My dad built this to $8M. I do not know if this team can take it to $20M.
  • Every big decision still runs through me.
  • We hire when we are drowning and fire when we are scared.
  • I know sales, not operations — or the other way round.
  • Revenue is up and profit is flat. How?
  • A PE firm called. I do not know what my numbers should look like before I talk to them.

What we do

What does the plan cover?

  • Growth diagnostic

    Where you are: P&L by month, sales capacity, org chart, customer concentration, cash. Where the next $10M will come from — and what it will cost to deliver.

  • Organization and hiring plan

    The roles a $20M business needs, in the order you can afford them, with scorecards for each. No hiring in a panic.

  • Sales-capacity model

    How many sellers, at what productivity, in which markets, to hit the number — and how to grow them (see Sales Team Transformation).

  • Operating cadence

    Weekly scoreboard, monthly P&L review, quarterly plan. The rhythm that lets you lead the business instead of chasing it.

  • P&L and EBITDA discipline

    Job costing, indirect costs and pricing standards so growth adds profit instead of diluting it (see Operations & Profitability).

  • Succession and exit readiness

    Whether you are handing the keys to the next generation or preparing for investors, the business runs on systems — not on you.

  1. $8MOwner runs sales and ops

    The weekly scoreboard begins. One definition of margin.

  2. $10MFirst sales manager

    A job-costing standard from estimate to invoice.

  3. $12MOperations lead

    Monthly P&L review with owners and actions.

  4. $15MController or fractional CFO

    Quarterly plan; second sales team forming.

  5. $18M–$20MGM or president-in-waiting

    The cadence runs without you. Options open.

Steve Lindstrom walking a business owner through a plan

How it runs

A twelve-month climb.

Growth is a sequence, not a leap. We work the plan with you in the order that protects cash and margin.

  1. Month 1Diagnose and map

    Growth diagnostic, the $20M model, the organization you will need, the first 90-day plan.

  2. Months 2–4Build the engine

    Sales capacity, key hires, job-costing and pricing standards, the weekly cadence.

  3. Months 5–8Scale with discipline

    Second wave of hires, manager development, P&L review every month, quarterly re-plan.

  4. Months 9–12Institutionalize

    Leaders own their numbers, the cadence runs without you, succession and exit options are clear.

What changes

What does a $20M-ready business look like?

Bigger, yes. But mostly calmer: leaders who own their numbers, a sales engine that runs, and an owner who can take a week off.

Hires sequenced to cash

A plan you can fund

Hires and investments sequenced against cash and margin.

Managers owning the monthly

Leaders who own numbers

A management layer that runs the weekly and monthly cadence.

Sales without the owner

Sales without the owner

A team and a manager who hit the number while you lead.

GM % held as volume rises

Profit that grows with revenue

Pricing, job costing and indirect costs under control as volume rises.

Cadence-run weeks

Systems, not heroics

The business runs on cadence and standards, not on one person’s memory.

Exit-ready in 12 months

Options: hand over, sell, or step back

Ready for the next generation, for investors, or simply for a better life as the owner.

Questions

Asked often.

It changes the conversations, not the numbers. Steve founded and ran his own firm for more than seven years and later stepped into a family-owned company to lead its growth — he understands the mix of pride, history and pressure. We work with the owner and the next generation together.

We help you build a business that runs on systems and produces reliable EBITDA — which is exactly what investors pay for. We are operators, not brokers; we will be plain about what your numbers say.

A retainer includes a weekly working session with the owner, a monthly P&L and plan review with the leadership team, and access between sessions. On-site time is scheduled for key moments.

Then you will know it in month one instead of year three, with a hiring plan and scorecards ready. Honest assessment is the most valuable thing an outside operator can give you.

Next step

Where will you be in twelve months?

Thirty minutes. Bring last year’s P&L and your org chart if you have them, the ambition if you don’t. We will tell you plainly what $20M would take — and whether we are the right people to walk it with you.

  • You talk to Steve, not a salesperson
  • Replies within one business day
  • Based in Tampa
  • Nationwide

Or write to info@coachtosuccess.pro