One happy client at a time: Success Stories

Increasing Enterprise value in a dynamic world with entrepreneur, CFO, Operations, Strategist, and business coach Alejandra Santos

One happy client at a time: Success Stories

Increasing Enterprise value in a dynamic world with entrepreneur, CFO, Operations, Strategist, and business coach Alejandra Santos

Pivoting the operational Strategy in the beauty industry

Problem: Kenia Beauty LLC, founded by Kenia Ontiveros, has a solid social media presence, and increasing sales was not the problem. When Kenia started working with Alejandra from Startup Tandem & The Educated CEO, she realized her current strategy in operations was not profitable; therefore, they looked at the business goals and recessed to make changes.

Solution: As a business owner, being able to understand where the business stands in the industry and how it competes with others is crucial to identifying growth opportunities or bottlenecks. Kenia Beauty only had one supplier. Having one supplier can hurt a business as the supplier has a lot of the power leaving the customer with little room for negotiation. Kenia made the decision to switch suppliers. This affected the type of product she would be selling to her customers, but it would also allow her to have more control over her supply chain and increase her margins. We also implemented a product diversification strategy, which brought in a new type of customer and a new type of revenue.

Kenia Ontiveros Beauty (keniabeauty.com)

Pivoting the operational Strategy in the beauty industry

Problem: Kenia Beauty LLC, founded by Kenia Ontiveros, has a solid social media presence, and increasing sales was not the problem. When Kenia started working with Alejandra from Startup Tandem & The Educated CEO, she realized her current strategy in operations was not profitable; therefore, they looked at the business goals and recessed to make changes.

Solution: As a business owner, understanding where the business stands and how it competes with others is crucial to identifying growth opportunities or bottlenecks. Kenia Beauty only had one supplier. Having one supplier can hurt a business as the supplier has much of the power, leaving the customer with little room for negotiation. Kenia decided to switch suppliers. This affected the type of product she would be selling to her customers, but it would also allow her to have more control over her supply chain and increase her margins. We also implemented a product diversification strategy, b and revenue.

Kenia Ontiveros Beauty (keniabeauty.com)

Creating new revenue streams in the dog training industry

Problem: Celebrity dog trainer Jas Leverette has built a successful business, California K9, and has become a dog trainer leader in the industry. After Jas and Alejandra started working together, he understood the potential his business had in the market. The challenge was to capture more of the market and reduce some overhead to become efficient.

Solution: Alejandra and Jas created personal and business goals. They created a road map for the next 3-5 years. From there, they created a new service offering mentorship and business coaching. With the entrance of these new service offerings, we could validate that the demand was there. While offering these new services, we are also able to trim some of the overhead fat and allow him to achieve his personal financial goals in the next few years.

Cali K9 Dog Training - Jas Leverette-Los Angeles-Bay Area – Cali K9®

Creating new revenue streams in the dog training industry

Problem: Celebrity dog trainer Jas Leverette has built a successful business, California K9, and has become a dog trainer leader in the industry. After Jas and Alejandra started working together, he understood his company's potential in the market. The challenge was to capture more of the market and reduce some overhead to become more efficient.

Solution: Alejandra and Jas created personal and business goals. They created a road map for the next 3-5 years. From there they created a new service offering mentorship and business coaching. With the entrance of these new service offerings, we could validate that the demand was there. While offering these new services, we are also able to trim some of the overhead fat and allow him to achieve his personal financial goals in the next few years.

Cali K9 Dog Training - Jas Leverette-Los Angeles-Bay Area – Cali K9®

Uncovering management fall outs in the kid snack industry

Problem: Maverick Snacks management made damaging operational decisions. When Alejandra started working with the company's owner, she pointed out the effect the decisions had on the company's bottom line and financial position. Maverick Snacks had inflated revenue and accounts receivable with a few weeks' cash runway.

Solution: The company owner decided to change management and position the company in a better financial position by going on a fundraising round. The company still stands in the retail space.

Mavericks Snacks ⚡ (mavericksnacks.com)

Uncovering management fall outs in the kid snack industry

Problem: Maverick Snacks management made damaging operational decisions. When Alejandra started working with the company's owner, she pointed out the effect the decisions had on the company's bottom line and financial position. Maverick Snacks had inflated revenue and accounts receivable with a few weeks' cash runway.

Solution: The owner of the company made the decision to change management and position the company in a better financial position by going on a fundraising round. The company still stands in the retail space.

Mavericks Snacks ⚡ (mavericksnacks.com)

Improving supplier debt in the toilet paper industry

Problem: Reel products' poor management decisions led to issues with the supply chain: One supplier controlled payments, financing, and product quality. Having one dominant supplier can be very dangerous for businesses. At that time, the current debt structurecomprised cash flow loans made with third-party merchant providers, a loan-payment arrangement with the supplier, supplier ownership, and a high average APR on their loans.

Solution: Alejandra helped them secure a line of credit with their Freight forwarding company at a better APR that could be utilized for future purchases. However, with a financial position like theirs, reshaping the debt on the balance sheet was a long-term strategy that would take time.

Bamboo & Recycled Paper Products - Easy Delivery | Reel® (reelpaper.com)

Improving supplier debt in the toilet paper industry

Problem: Reel products' poor management decisions led to issues with the supply chain: One supplier-controlled payments, financing, and product quality. Having one dominant supplier can be very dangerous for businesses. At that time, the current debt structure comprised cash flow loans made with third-party merchant providers, a loan-payment arrangement with the supplier, supplier ownership, and a high average APR on their loans.

Solution: Alejandra helped them secure a line of credit with their Freight forwarding company at a better APR that could be utilized for future purchases. However, with a financial position like theirs, reshaping the debt on the balance sheet was a long-term strategy that would take time.

Bamboo & Recycled Paper Products - Easy Delivery | Reel® (reelpaper.com)

NEED SOME HELP WITH YOUR SMALL BUSINESS?

As a CEPA we follow the value acceleration methodology and use the value builder resources to help business owners, identify protect and increase value. Join our next webinar to get a business valuation and learn more about the process..

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NEED SOME HELP WITH YOUR SMALL BUSINESS?

As a CEPA we follow the value acceleration methodology and use the value builder resources to help business owners, identify protect and increase value. Join our next webinar to get a business valuation and learn more about the process..

Sign Up

1 – Business Assessment

Any small business or startup owner should have a clear vision on where they are heading in the next few years.

An initial business assessment is performed to understand where the business value stands around 8 drivers, recast the income statement and balance sheet, pull benchmarking data, and assess on the big 4 capitals:

  • Social Capital
  • Human Capital
  • Customer Capital
  • Structural Capital

2 – Identify value and develop goals and action plans

Based on the initial business assessment, we develop a road map to achieve themes and action plans. These themes are goals and objectives that need to be achieve in 1 year or less and action plans that need to be reassess every quarter.

3 – Create KPIs and metrics to measure improvement

Depending on the theme we will create KPIs to measure performance on the action plans.

4 – Recalibrate, recalibrate and recalibrate

Being a small business owner means you have to constantly reassess and pivot your strategy. We do this every quarter in a very dynamic format.

5 – Accountability and transparency out our finest

Did you know about 70% of businesses can't be sold, and about 40% of business owners regret selling their business. This is due because of the amount of money business owners leave at the table for not having a valuable business. We are the accountable business coach you need by your side to help you meet your wealth goals.

The outcome: Use your business to create the life you deserve; we are the partner that can help you get there.

1 – Business Assessment

Any small business or startup owner should have a clear vision on where they are heading in the next few years.

An initial business assessment is performed to understand where the business value stands around 8 drivers, recast the income statement and balance sheet, pull benchmarking data, and assess on the big 4 capitals:

  • Social Capital
  • Human Capital
  • Customer Capital
  • Structural Capital

2 – Identify value and develop goals and action plans

Based on the initial business assessment, we develop a road map to achieve themes and action plans. These themes are goals and objectives that need to be achieve in 1 year or less and action plans that need to be reassess every quarter.

3 – Create KPIs and metrics to measure improvement

Depending on the theme we will create KPIs to measure performance on the action plans.

4 – Recalibrate, recalibrate and recalibrate

Being a small business owner means you have to constantly reassess and pivot your strategy. We do this every quarter in a very dynamic format.

5 – Accountability and transparency out our finest

Did you know about 70% of businesses can't be sold, and about 40% of business owners regret selling their business. This is due because of the amount of money business owners leave at the table for not having a valuable business. We are the accountable business coach you need by your side to help you meet your wealth goals.

The outcome: Use your business to create the life you deserve; we are the partner that can help you get there.

Alejandra Santos MBA, Finance, CEPA, CTEC, CVB

Alejandra Santos is Startup Tandem & The Educated CEO's founder and CEO. Startup Tandem is a strategic, managerial consulting group focused on helping millennials and Gen Z to manage and scale solid and sellable businesses. We help create, execute, measure, and reassess operations, marketing, tax, and finance strategies.

The Educated CEO is a business education and coaching platform with a membership platform for entrepreneurs and business owners to access the tools and resources they need to build, scale, and grow strong businesses.

With her extensive 17+ years of experience in the business and entrepreneurial space, Alejandra Brings a personal touch and dedication to every client. Her main focus areas include CPG, e-commerce, SaaS, retail, services, artists, and influencers. She has a proven track record of helping business owners increase enterprise value, prepare for an exit, uncover managerial fallouts, and build organizations and teams. Her passion lies in helping business owners create wealth from their businesses, ensuring a successful retirement.

Your business is your greatest asset, and it's time to act like it!

Alejandra Santos MBA, Finance, CEPA, CTEC, CVB

Alejandra Santos is Startup Tandem & The Educated CEO's founder and CEO. Startup Tandem is a strategic, managerial consulting group focused on helping millennials and Gen Z to manage and scale solid and sellable businesses. We help create, execute, measure, and reassess operations, marketing, tax, and finance strategies.

The Educated CEO is a business education and coaching platform with a membership platform for entrepreneurs and business owners to access the tools and resources they need to build, scale, and grow strong businesses.

With her extensive 17+ years of experience in the business and entrepreneurial space, Alejandra Brings a personal touch and dedication to every client. Her main focus areas include CPG, e-commerce, SaaS, retail, services, artists, and influencers. She has a proven track record of helping business owners increase enterprise value, prepare for an exit, uncover managerial fallouts, and build organizations and teams. Her passion lies in helping business owners create wealth from their businesses, ensuring a successful retirement.

Your business is your greatest asset, and it's time to act like it!