Propel Your Business Forward

A proven framework for clarity, alignment, and growth, designed to free business owners from burnout and move them into breakthrough.

What is the Propel Framework™?

The Propel Framework is a six-step process designed to help business owners move from chaos to clarity. It combines financial insight, strategic alignment, and people development into one proven path forward. Whether you’re stuck in survival mode or ready to scale, Propel gives you direction, confidence, and momentum.

Built from real-world CEO/CFO experience and business leadership.
Flexible enough to fit any small business or industry.
Focused on clarity, finances, systems, people and practical results.
Designed to walk with you, not overwhelm you

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The Six Steps of the Propel Framework™

A clear path to move from chaos to clarity.

Every business faces challenges, but you don’t have to figure them out alone. The Propel Framework breaks the journey into six steps, giving you clarity in your numbers, alignment in your vision, and confidence to move forward.

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P - Personalize

We start by getting to know you, your story, and your business. Because clarity begins with understanding the owner and their vision.

R - Refine

We help refine your vision and strategies, bringing focus and direction so you know exactly where you’re going.

O - Organize

Together we organize your finances, giving you clear numbers and reliable insights to make confident decisions.

P - People

We focus on developing your people, building teams, leadership, and alignment so your business isn’t carried on your shoulders alone.

E - Establish

We establish the right systems and processes, giving your business structure, efficiency, and sustainability.

L - Leverage

We help you leverage partnerships, from advisors to CPAs and beyond, while walking alongside you as a trusted guide.

How We Work

Our process is simple and designed around your needs.

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Start with a conversation to talk about your business, challenges, and goals.

Gain Clarity

We work with you to uncover what your numbers, vision, and systems are saying, so you can lead with confidence.

Move Forward

We walk it out together, applying strategies, building systems, and creating momentum step by step.

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Frequently Asked Questions

About The Propel Framework™

Is the Propel Framework just theory, or is it practical?

The Propel Framework was developed out of real-world experience running and advising businesses. It’s not theory, it’s a step-by-step process that brings clarity to your vision, finances, people, and systems so you can move forward with confidence.

Will this work for my specific industry?

Yes. Propel isn’t built on industry buzzwords, it focuses on the fundamentals every business owner needs: clear numbers, aligned people, and systems that work. Whether you’re in construction, services, manufacturing, or another field, the framework adapts to your business.

What if I don’t want a long, complicated process?

That’s the beauty of Propel. It’s structured but flexible. We walk through the six steps at the pace your business needs, so you get clarity without feeling overwhelmed.

What makes Propel different from other business programs?

Most business programs stop at surface-level advice. Propel combines strategic clarity with financial insight and the guidance of a trusted advisor who walks with you through each step. You don’t just get a framework, you get a partner helping you apply it to your business.