You don’t have to do it all!

Delegating takes trust, resources, and courage but it’s how successful business owners reduce stress, reinvest their time, and grow profitably

How I Build Trust with Small Business Owners

I don’t rush into solutions—I start by understanding your business, your pressures, and your goals. I listen first, without judgment, so you feel heard and supported. From there, I help you unpack what’s working, what isn’t, and where you’re carrying too much on your own.

I earn trust by being transparent, realistic, and honest—no hype, no generic advice. I help you make decisions based on numbers, systems, and proven strategies, not guesswork. Together, we simplify what feels complex, and create a plan that works in real life—not just on paper.

I respect how hard you’ve worked to get here. My role isn't to take over—it's to help you let go safely: delegating with confidence, investing wisely, and trusting the right systems and people, so your business can grow without burning you out.

Make it

What if you had a someone you could speak with when faced with important business decisions? What if that person not only gave you advice, but presented you with options and recommendations? And what if you had that same person implement those recommendations for you? Would that be helpful? Would that save valuable time? Just like Dr.’s, Attorneys, Accountants, Financial Advisors, etc., a Business Advisor is a trusted, knowledgeable professional who works directly with small business owners to clearly understand their problems and prescribe optimal solutions.

My name is Brett Simon and I’m a knowledgeable, trusted Business Advisor for small business owners across many industries. Clients and friends think of me as a Business Partner without the formal partnership arrangement or high pay. I work directly with small business owners who typically work in their business and perform most of the required tasks.

“We create change together”

Why our solutions will work for business

You are the expert in your field. You know your customer’s needs and their emotional “hot buttons”. My role is to understand your customer’s needs and to build proven systems that not only meet but exceed their expectations. It’s also about understanding how current and future industry trends impact your business.

Below are real examples of how I helped small business owners achieve their goals

  • OVERVIEW-Owner Managed Cleaning Company with 1-2 employees. Over the previous 12 months, client was experiencing decreasing profits, cash flows and revenue despite relatively unchanged Customer Mix.

    Action Steps: Gain a thorough understanding of client’s business challenges and goals. Created Profit & Loss and Cash Flow Statements (Neither existed) for deeper financial understanding. Researched industry trends. Accompanied client on various jobs to identify process improvement opportunities.

    Findings: Although the new home builder’s segment accounted for 40% of total revenue, it was the least profitable due to high COGS and low pricing. The commercial segment was the most profitable but only contributed 10% of total revenue. Residential cleaning services fell in the middle but pricing considerably lower than competitor pricing.

    Strategy/Plan: Step 1: Ask customer to improve processes that eliminate waste and negotiate new pricing in the new builder segment. Step 2: Propose price increases in the residential segment Step 3: Expand market share in the commercial space

    Results: The new home builder segment was eliminated when COGS continued to decimate profit. There was minimal attrition in the residential segment due to price increases. A marketing campaign was created to increase market share in the commercial segment, by highlighting their unique value proposition.

    Client Comments: Brett is extremely knowledgeable and works with a high level of integrity. If you’re looking to grow your small business, look no further. Thanks Brett!!”

Make it