Do you have a plan?

You want to grow, your company right? Of course you do! But do you have any idea what to do, or where to start?

Would you like to understand which areas of your business may be holding back your company’s growth? Even better, armed with that knowledge, would you like to know what it will take to grow your company to a size that will ultimately help you achieve your retirement goals? Put another way, when is the last time you took a real vacation, without the need of constantly checking your phone…..

At Roxanne Coffelt CPA LLC, we understand that you may be overwhelmed with operating your company that you don’t have the time to develop a strategy for growing your business. When you take our 15-minute PPS Snapshot survey you’ll learn:

• How well your company understands and follows best practices

• Which areas of your company provide the greatest growth potential

• Where there may be risk in your business today

• How your risks and challenges compare to others in your industry

• What your business could be worth if you fix these troubled areas

Receive your FREE Executive Report with no further obligation.

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Frequently Asked Questions:

Q: This looks interesting. What kind of information do I need to provide?

A: The PPS Snapshot survey is easy to complete. You’ll need to have the following information about your company:

  •  Industry classification – Not sure? Go to to search for your proper industry code.
  •  Number of employees
  •  Location (zip code) • Current estimated revenue, annualized
  •  Current profits (EBITDA), annualized

Q: What will you do with the information I provide to you?

A: An excellent question! Roxanne Coffelt CPA LLC is committed to maintaining confidentiality of our clients’ sensitive information, so you can be assured we won’t sell or share any information you provide about yourself or your company. The information you provide will be used to run calculations on the quality of your operations, as well as predictions of value, both current and potential. The program uses a sophisticated methodology developed at MIT and designed to provide business owners with tangible, actionable information needed to help them make sound strategic decisions.

Q: If you don’t share my information, then who has access to see it?

A: Roxanne Coffelt CPA LLC limits access to confidential information; only employees who are qualified and trained as consultants will have access to your information. Typically, we assign a single user to manage your account. For more information, consult the user terms of service

Q: What will this survey tell me about my company?

A: Your survey results will be displayed immediately on screen once you’ve answered all questions. You will learn what your company could be worth, if you apply best practices to your overall operations. You will also see your company’s Value Gap – that is, the amount that your company isn’t able to realize now due to operational inefficiencies and systemic ‘bottlenecks’ in your business. You will also see how the most critical areas in your company compare with other companies in your industry. All in all, there’s a wealth of insight to be gained by completing this survey.

Q: What will happen once I finish the survey? Will I get inundated with calls, emails and other offers I really don’t want or need?

A: We will send you an email with a copy of your survey results. This report is yours to keep with our complements. We also follow- up with all survey participants to offer a free consultation on your results, offer our insights on what the survey is telling you, and let you know how we think we can help you. Or, if we can’t help, we’ll do our best to point you to resources that may be better suited to your needs. Of course, there is no further obligation to engage with us, but we are confident that you will see the value in completing the survey to learn what really makes your company thrive.

Q: Do I need a professional to help me complete this survey?

A: The PPS Snapshot survey is pretty straightforward and easy to complete. However, some business owners prefer to have a professional consultant assist them with the questions and help interpret the results. If you’d prefer to go that route, you can schedule an appointment by calling 574-267-8853 or click HERE to access an online calendar. PPS Snapshot appointments are always free.