Client Reviews
Since working with Roy, we have been able to reduce our expenses and eliminate unnecessary waste by nearly 50%. One of the biggest accomplishments has been launching a new evergreen revenue stream, something Epiphany Blue did not previously have.
Before I started working with Roy Flemming of Altaris Growth Partners, I was running a company with an excessive amount of overhead and expenses. We didn't have recurring or evergreen revenue, and we were taking on too many projects at lower price points and profit margins. Essentially, we were working harder for less money.
I knew the way we were operating was not sustainable, but I needed someone who could look at the business objectively, challenge the way I was thinking, and help me make some difficult decisions. Working with Roy forced me to take a closer look at our financial structure, how we were pricing our services, the type of work we were pursuing, and where we were spending our resources.
Since working with Roy, we have been able to reduce our expenses and eliminate unnecessary waste by nearly 50%. We also have a much more efficient process for tracking and forecasting our revenue and expenses, which has given me greater visibility into the financial health of the company. One of the biggest accomplishments has been launching a new evergreen revenue stream, something Epiphany Blue did not previously have. Roy was instrumental in helping me think through the concept and has taken a hands-on approach in helping to launch it.
I've worked with other business coaches and consultants in the past, and my experience with Roy has been completely different. He doesn't just give recommendations and leave me to figure out how to implement them. He asks the hard questions, challenges me when necessary, and provides the tools, resources and information I need to make informed decisions.
This is the difference between having an advisor and having a strategic partner. Roy is part of my leadership team. He is in it with me, helping me make better decisions, hold myself accountable, and become a stronger CEO. I would recommend Altaris to another business, without hesitation.
A little over a year ago, I was focused on getting through the month. Today, I'm thinking about how to build the most valuable company possible and position it for an eventual successful exit.
I was under tremendous financial pressure. Because of the way my business loans were structured, approximately $18,000 was coming out of my bank account every month whether the money was there or not. Roy helped restructure and consolidate my debt, which significantly improved cash flow and removed an enormous source of stress. Once I wasn't constantly worrying about the next $18,000 coming out of the account, I finally had the mental space to stop simply working in the business and begin seriously working on the business. Most importantly, he helped me see what my exit strategy could actually look like. For the first time, I truly understand what needs to happen between now and the day I am ready to sell in order to position the business for the highest possible valuation. Roy doesn't simply advise me on how to run my business today. He is helping me build the business I eventually want to sell.
We have grown the business by roughly 75% from when we first met Roy a number of years ago. We have developed a very comprehensive SOP manual, and most daily operations now require little or no input from myself. I have a lot more confidence in setting direction for the company, as well as in my own abilities.
We were in a growth phase, but really struggling to manage the business rather than being overwhelmed by it. We had very little in terms of written procedures, and almost every detail was funneling through me.
Roy's advice has been pretty solid, and he strives to understand the business you are in rather than just offering cookie-cutter solutions. I would recommend Altaris to other companies.
The business had grown, but a lot of the structure had not grown with it. Too much still depended on me personally, and several important systems were either missing or not as developed as they needed to be.
Before we started working together, we were doing well in many ways, but we did not have QuickBooks properly set up, we were not operating from a clear budget, and we needed stronger processes around hiring, accountability, financial reporting, and overall business planning.
I chose Altaris Growth Partners because I did not just need someone to give me general business advice. I needed someone who could understand the business, identify where the real gaps were, and help me build practical systems around them. What stood out was the combination of strategic thinking and hands-on support.
The biggest benefit has been gaining more structure and clarity. Roy helped me step back and look at the company more objectively what was working, what was missing, where we were exposed. It has also been helpful to have someone I can think through complex situations with. As a business owner, there are a lot of decisions you carry alone.
We now have stronger financial infrastructure, including QuickBooks and more intentional budgeting and financial review. We have developed clearer processes around hiring, employee performance, roles, responsibilities, and accountability. I have grown as a leader. I would recommend Altaris especially to business owners whose companies have grown faster than their internal systems.
I have been working with Roy for four years now as an advisor to our small business. As with many small businesses, our challenges vary depending on the year, season, and even day. Roy has been a thoughtful guide in helping us navigate a variety of challenges, ranging from volume to cash flow projections and more. He has been particularly helpful in guiding compensation decisions and structures.
For any small business, one of the biggest questions is: why is it worth hiring Altaris? What is my ROI in hiring an advisor? Here is how I would explain it. Being an entrepreneur is often lonely, but Roy makes it feel less lonely. Often I feel like I have hard decisions to make and I have to make them all on my own, but Roy acts as my sounding board and helps steer me when I am heading in the wrong direction.
Ultimately the decisions are my own, but it is so reassuring to have someone who has knowledge in working with other businesses helping ensure that these are sensible decisions. Roy is never afraid to roll up his sleeves and edit compensation structures for me, or review SOPs and help get them to where we need them to be.
The bottom line: working with Roy and Altaris is an easy choice and one I would highly recommend.
This has been the best investment for the future of my family that I have ever made.
My challenge was figuring out how and where to start the process of running my business more efficiently. Roy was referred to me by a very reliable source, my own financial advisor.
My stress level has decreased significantly, because I have a better understanding of what to focus on and we've implemented processes that help me stay organized. I've seen a significant improvement in understanding the drivers of my business and how to improve those drivers, better control of my finances, and the business has become more efficient.
I would absolutely recommend Altaris and I already have. This has been the best investment for the future of my family that I have ever made.
Plan Your Success
Begin transforming your business today. Contact us for customized strategies that enhance growth, align leadership, and elevate your enterprise to new heights. Reach out now for your consultation.