Sarco Precision
Client Resources & Downloads
Harvard Business Review
A Plan Is Not a Strategy
Strategy is about making deliberate choices that create a distinct advantage, while planning organizes the actions and resources needed to put those choices into motion.
Helpful Professor Explains
S.W.O.T. Analysis
SWOT helps you step back and see the bigger picture—what’s working, where you’re vulnerable, what opportunities are emerging, and what could stand in your way.
Patrick Lencioni
The 5 Dysfunctions of a Team
High-performing teams grow through trust, open dialogue, shared commitment, mutual accountability, and a collective focus on achieving results together.
Scott Patchin
EOS Explained in 3 Minutes
EOS gives businesses a practical operating framework for aligning their people, priorities, processes, and performance so everyone can move forward together with greater clarity and focus.
Scott Patchin
How to Write Great EOS Rocks
Great Rocks turn big priorities into focused 90-day outcomes by clearly defining what needs to be accomplished, who owns it, and what success looks like.
Josh Kosnick
Solving Business Roadblocks - EOS Issues
The EOS Issues process helps teams move past roadblocks by surfacing the real problem, discussing it openly, and agreeing on a clear solution and next step.
Simon Sinek - TED
Start With Why
Great leaders build connection by leading with purpose—helping people understand what they believe, why their work matters, and the deeper reason behind what they do.
General Resources
Reference Videos
Common Terms
Finance & Accounting
Cash Flow
The movement of money into and out of a business.
Gross Profit
Revenue minus the direct costs of producing goods or delivering services.
Gross Margin
Gross profit expressed as a percentage of revenue.
Operating Expenses (OpEx)
The ongoing costs required to operate a business that are not directly tied to producing its goods or services.
Net Profit / Net Margin
The amount remaining after all business expenses are deducted from revenue; net margin expresses this as a percentage of revenue.
Accounts Receivable (A/R)
Money owed to a business by its customers for products or services already provided.
Accounts Payable (A/P)
Money a business owes to vendors and suppliers for goods or services received.
EBITDA
Earnings before interest, taxes, depreciation, and amortization.
Break-Even Point
The level of sales at which total revenue equals total costs, resulting in neither a profit nor a loss.
Working Capital
The difference between a business’s current assets and current liabilities, representing resources available for day-to-day operations.
Growth & Transition
Cash Flow
The movement of money into and out of a business.
Revenue Growth — The increase in a business’s revenue over a specific period of time.
Scalability — The ability of a business to increase revenue without a proportional increase in costs or complexity.
Capacity — The amount of work, sales, or production a business can handle with its existing people, systems, and resources.
Customer Acquisition Cost (CAC) — The average cost to acquire a new customer.
Customer Lifetime Value (CLV) — The estimated total revenue or profit a business expects to generate from a customer over the entire relationship.
Recurring Revenue — Revenue that a business expects to receive repeatedly from customers on an ongoing basis.
Business Valuation — The process of determining the estimated financial value of a business.
Succession Planning — The process of preparing for the future transfer of ownership or leadership of a business.
Exit Strategy — A planned approach for an owner to eventually transfer, sell, or otherwise leave the business.
Transition — The process of moving a business from one stage of ownership, leadership, structure, or strategy to another.
Brand & Marketing
Brand Positioning — How a business is intentionally positioned in the minds of its target customers relative to competitors.
Target Market — The specific group of customers a business is designed to serve.
Value Proposition — The clear statement of the value a business provides and why customers should choose it.
Brand Awareness — The extent to which customers recognize and remember a business or brand.
Brand Equity — The value a brand gains from customer recognition, trust, reputation, and loyalty.
Customer Acquisition — The process of attracting and converting new customers.
Lead Generation — The process of attracting potential customers and creating opportunities for future sales.
Conversion Rate — The percentage of people who take a desired action, such as making a purchase, booking a call, or submitting a form.
Customer Retention — The ability of a business to keep customers and maintain ongoing relationships with them.
Return on Marketing Investment (ROMI) — The financial return generated from marketing activities compared with the cost of those activities.