The Optimal Margin
Best Value
FREE CONSULTATION
0
Free introductory access to basic margin tips and resources
Valid for 7 days
Basic margin improvement tips
Access to select resources
Introduction to consulting services
Best Value
MARGIN OPTIMIZATION
2,000
Every month
Comprehensive consulting package to boost shop margins
Valid until canceled
Budget setup and monthly monitoring
Custom KPI dashboard for your shop
Cash flow forecasting
Labor rate and parts margin analysis
Monthly strategy call
Best Value
MAXIMIZE YOUR EXIT
5,000
Capture the full value of the legacy you've built when it's time to sell.
Valid for 3 months
Financials Cleanup - P&L Overhaul
Revenue and Margin Multiple Analysis
Capacity Planning
Investment Strategy
Valuation Analysis and Vendor Due Diligence
Choose your pricing plan
Find one that works for you
Your Trusted Financial Partner
At The Optimal Margin, we specialize in maximizing margins for automotive repair shops. With over a decade of experience in finance, we provide strategic consultancy tailored to your unique needs.
Credentials
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With an MBA from Arizona State University and a successful career in corporate finance, I bring robust expertise in revenue forecasting, cash flow management, and pricing strategy to the table. My extensive background in manufacturing finance and strong connections within the automotive industry make me an invaluable partner for your financial success. I proudly focus on businesses in the Phoenix Valley, empowering you to concentrate running your business while I take care of the financial details.