Challenge:
Findlay was running a growing duct cleaning company but lacked clear systems across sales, operations, and internal accountability. The chaos was becoming a bottleneck.
What We Did:
Cleaned & organized CRM: leads, estimates, invoices
Built out Business Development role with full sales pipeline + scripts
Sourced 40,000+ leads for their database
Delivered 1-on-1 sales training, cold outreach systems, and KPI tracking
Recovered over $200,000 in accounts receivable
Restructured office manager role to handle QuickBooks + job costing and other essential tasks
Created SOPs and a knowledge base with audio training files
Delegated production leadership
Developed custom estimator app to calculate margin-based job pricing
Launched a new service vertical
Built a custom AI GPT trained on internal company knowledge
Implemented reporting structures and daily/weekly accountability per role
Cut $4,000–$5,000/month in unnecessary costs across accounting, IT, and payroll services
✅ Result:
$200K+ in delinquent cash collected almost immediately
Sales pipeline tracked daily
Clear reporting chain and daily role-specific metrics
$4 - 5k to the bottom line profit of the company every month
Business now runs on data, not memory
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“Grant and Brody jumped in immediately, pinpointing critical areas for improvement - from overhauling our sales and operations processes to streamlining our accounting procedures. They provided a clear, strategic execution plan with daily and weekly accountability for each employee. Their dedication to delivering results is genuine and impressive. Highly recommended!”
— Findlay Dinger, Owner
Situation:
Andy had a thriving local content agency doing $9–10K/month, but he was buried in the day-to-day. No structure. No processes. No bandwidth to grow. Selling seemed like a distant dream.
What We Did:
Weekly strategy sessions focused on systems, hiring, and profitability
Rebuilt backend operations to reduce Andy’s workload
Clarified offer, team responsibilities, and growth plan
Created repeatable processes for content delivery, follow-up, and lead intake
Made the business acquisition-ready in <12 weeks
✅ Result:
Attracted a buyer mid-way through the engagement
Andy sold a majority stake of the business
Kept equity in the business
Got a salary increase + new team + strategic partner support
Now set to earn $1M+ in future upside from long-term plan
⭐⭐⭐⭐⭐
“Wow what an awesome experience this is. I would highly recommend this. Brody and his team helped me find holes in my company. I sold my company last September and I couldn’t of done it without him.”
— Andy Varnes, Business Owner
Challenge:
Alyssa was overwhelmed. Her client delivery process was draining her. She didn’t have internal systems or structure to delegate effectively, and she wanted more balance in her life to be able to pursue other hobbies, interests, and time with family.
Situation (Before):
~5 counselors and one office admin
Constant staff turnover
Alyssa was personally hiring, onboarding, and training every new counselor
No structure for scaling the team
What We Did:
Added a new counselor and created a plan to scale hiring
Built hiring & training documentation
Promoted a lead counselor and trained them to manage hiring and onboarding
Clarified internal roles and workflows
✅ Results
Alyssa stepped out of hiring + training
Growth plan in place for team expansion
Improved retention through structured leadership
Finally leading the business - rather than reacting to it
⭐⭐⭐⭐⭐
“Brody is very knowledgable. I am very happy to work with him, he is a great listener. He has been able to help me solve business problems and he has also helped me plan for the future of my company.”
— Alyssa, Business Owner
Challenge:
Joey wanted growth but lacked clarity around what to prioritize. Strategy, tools, and market understanding all needed structure.
Solution:
We partnered with Joey to define his goals, analyze his market, and build a custom toolkit of processes and technologies tailored for his needs.
✅ Result:
Clear roadmap + targeted execution = meaningful traction and confidence in growth strategy.
⭐⭐⭐⭐⭐
“Brody has been incredibly helpful in helping implement growth strategies for my business. From overall strategy and understanding my market to suggesting specific tools and processes to implement, Scale for Sale has made a meaningful difference. I highly recommend Brody for anyone looking to scale their business!”
— Joey Brown, Business Owner
Challenge:
Stephanie needed more than growth - she needed long-term direction and education around how to scale and prepare for a potential exit.
Solution:
Over more than a year of regular sessions, we guided her through operational and strategic upgrades while teaching the fundamentals of what makes a business ready for anything - whether it's scale or a sale.
✅ Result:
Confidence, clarity, and control. Stephanie’s business now grows on a plan, not a whim - and she knows her options.
⭐⭐⭐⭐⭐
“I have been meeting with Brody for over a year, and cannot say enough good things about the experience. His vast knowledge on everything business has been immensely helpful, and not only has helped me to grow and manage my business, but also in educating me on the process of selling. I highly recommend reaching out and connecting with Brody. I guarantee you will leave the conversation, not only wanting to work with him, but also with a renewed inspiration for your business goals.”
— Stephanie, Business Owner
Challenge:
Devin was overwhelmed, wanting to build for an eventual exit, and felt like every conversation about selling was too transactional.
Solution:
We sat down with Devin, walked him through all of his options, and helped him feel seen, heard, and supported as both a business owner and a human being, while also building in actual tactics and strategies for him to create better systems and more recurring revenue in the business.
✅ Results
Devin got clarity on his path forward - and finally felt like someone was treating his business like more than just a number on a spreadsheet, and giving real, actionable paths forward that he could start immediately.
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“Absolutely wonderful service. Discussed selling my business with me, felt very caring and listened to everything I had to say. I feel I got my money’s worth.”
— Devin Roberts, Owner
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