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Customer story · Karen Davis Coaching

Business Owner Doubles Sale Value and Increases Profitability by 150 Percent

Tad Jacobs

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Tad Jacobs achieved significant growth with Karen Davis Coaching, doubling his company's sale price over four years and realizing a 150% increase in annual profitability. Jacobs credits Davis’s Accelerator Program and Daily Declarations for improving his business confidence, team engagement, and work-life balance during a complex company transition.

At a glance

Primary Use Case
Business transition and exit strategy optimization
Reported Result
150% increase in profitability and 2x company sale price
Time to Value
Short period for mindset shift; 4 years for full exit
I was considering selling the company; four years later, I sold it for twice as much as the original offer that I was considering.
One year I had 150% increase in profitability... my profit went to $250 compared to the year prior, which was still a good year.
I know she uses the term coach, but it was more like a partnership.

The interview

What were the initial results you saw after working with Karen Davis?

After working with Karen Davis and her coaching, my business smoothed out and I just had a lot more confidence in what I was doing. She helped me take my business to a new level. I have and will continue to highly recommend Karen Davis because she's very results driven.

What was your situation when you first met Karen?

I had been running my business around 34 years at that time, and we were very successful. But I was just having some challenges. I was also in negotiation to potentially sell my company. There was a lot of questions what that was going to look like, what that landscape was going to be like, how that was going to land with the team and my clients. I was a bit frustrated and lacking confidence in my business decisions.

How did your perspective change after you started the coaching process?

When I first started working with Karen, I was a bit apprehensive, or maybe skeptical. But after working with her for a short period, I understood she's doing this for a bigger purpose. She leans in, she becomes part of your life, part of your equation. Once I got past that silly mistrust on my part and really opened up, we made incredible changes.

What specific tools or methods from the coaching had the biggest impact?

The thing I think I got most out of the Accelerator program was working on daily declarations, which I still use today. It really just sets your day up for success and reminds you of who you actually are. One of the things that I remind myself every day is that: I'm an energized, fun fit force of a human being!

Can you share the specific financial measurables you achieved?

The measurables were fantastic. I was considering selling the company; four years later, I sold it for twice as much as the original offer that I was considering. And my profitability, we focused on bottom line over top line growth. One year I had 150% increase in profitability. If I made $100.00 one year, the next year, after working with Karen, my profit went to $250.

How did the coaching affect your team and personal life?

We were able to give raises to the individuals that work there. Everything worked smoother. Everyone's productivity went up and further engagement with the team. It also helped me prioritize my time with my family. Being a business owner, it's easy to convince yourself that what you're doing for the business is good for the family, but there's times it's important to step away.

Why would you recommend Karen to other successful business owners?

We don't always realize that we're stuck. We're accustomed to being where we are and we're successful. Just because you're good or you're great at something doesn't mean that you can't be better. She helps you find that inside of you and helps create the desire to take that step further in life or business.

Frequently asked

Is Karen Davis Coaching worth the financial and time investment?

Tad Jacobs initially questioned if the investment would be worth it, but found the financial investment paid for itself many times over. He noted that the time investment was highly efficient, allowing him to remedy past mistakes and prevent future ones through structured weekly meetings.

What is the Karen Davis Accelerator Program like?

Jacobs described the Accelerator Program as a solution to remove himself from his work environment and focus one-on-one without distractions. He was surprised by the volume of valuable work completed, leading him to immediately sign up for a second session.

How does Karen Davis help with business profitability?

Karen Davis helped Jacobs focus on bottom-line results rather than just top-line growth. This approach led to a 150% increase in profitability in a single year, which allowed the business to provide raises to the team while operating more smoothly.

Full transcript

After working with Karen Davis and her coaching, my business smoothed out and I just had a lot more confidence in what I was doing. and helped me take my business to a new level. I have and will continue to highly recommend Karen Davis because she's very results driven. I'm Tad Jacobs out of Santa Rafael, California. It was an interesting time that I met Karen. I had been running my business around 34 years at that time, and we were very successful. But I was just having some challenges. I was also in negotiation to potentially sell my company. And there was a lot of questions what that was going to look like, what that landscape was going to be like, how that was going to land with the team that had been with me for decades, how that was going to land with my clients. I was a bit frustrated, and for the first time, somewhat lacking confidence in my business decisions. And I reached out to a friend who introduced me to Karen. So when I first started working with Karen, I was a bit apprehensive, or maybe skeptical. But after working with her for a short period, I understood she's doing this for a bigger purpose. She wants to help people, and that's where she's getting her juice out of the squeeze. she gets a paycheck, but I've worked with other people that I've paid to do things, and she leans in, she becomes part of your life, part of your equation. Once I got past that silly mistrust on my part and really opened up, we made incredible changes. And there was some concerns, was it going to be worth the investment, both financially and time? But after I got going, the financial investment paid many times over, and the time investment was also really quite good. I found myself collecting my questions through the week. When we had our meeting, I would go ahead and get those answered see some mistakes I'd made earlier and how to remedy those, and then how to prevent myself from making further mistakes. I know she uses the term coach, but it was more like a partnership. I started working with Karen in 2020, and that was when we were in the throes of the pandemic. And one of the things that I was a little frustrated about was I'd heard about her Accelerator Program from her, and it sounded like the solution for me to really remove myself from my work environment and be an environment where I turned my phone off, just completely disconnected, and was able to focus one on one, and team build with her and come up with solutions to my challenges. I was surprised because I had gone away for other business events in the past. But how much work we got done and how much valuable work we got done in her first Accelerator Program. I immediately signed up for a second one, and it was equally as beneficial. The thing I think I got most out of the Accelerator program was working on daily declarations, which I still use today. I think the biggest difference makers that Karen made for me, both personally and within my business was the Daily Declarations. It really just sets your day up for success and reminds you of who you actually are. One of the things that I remind myself every day is that: I'm an energized, fun fit force of a human being! It helped me prioritize my time with my family. Being a business owner, it's easy to get caught up and convince yourself that what you're doing for the business is in essence, good for the family. But there's times it's important to step away. The measurables were fantastic. I was considering selling the company. four years later, I sold it for twice as much as the original offer that I was considering. And my profitability, we focused on bottom line over top line growth. one year I had 150% increase in profitability And to give an example of that, if I made $100.00 one year, the next year, after working with Karen, my profit went to $250. compared to the year prior, which was still a good year working with Karen. And we were able to give raises to the individuals that work there. Everything worked smoother. Everyone's productivity went up and further engagement with the team. So I have and will continue to highly recommend Karen Davis because she's very results driven. she's easy to work with. She really cares about the client me, and asked questions and did things that were maybe outside of the scope to help me find a better me and a better business person. The reason I've recommended Karen's coaching to other fellow business owners and friends We don't always realize that we're stuck. We're accustomed to being where we are and we're successful. We have a nice house, we have a successful business. Whatever the story is that someone's going through. Just because you're good or you're great at something doesn't mean that you can't be better. And she helps you find that inside of you helps create the desire to take that step further in life or business, whether it's personal professional. She helped me find it, and she's helped other friends as well. I think my next chapter with Karen Davis will be helping me with my new identity. Being a business owner for 37 years being a father and raising the kids, and now having that empty nest, helping me find that next challenge to where I can serve and be served both.

About Karen Davis Coaching

Karen Davis Coaching provides custom-curated professional coaching services designed to improve both business performance and personal life quality. Serving high-level executives, entrepreneurs, and coaches, Karen Davis facilitates heart-to-heart conversations and intensive experiences to evoke inner wisdom. Her approach moves professionals from their current state to a 'masterpiece' level by overcoming unique business and personal challenges.

Industry
Life Coaching

Topics

  • business transition
  • entrepreneur
  • profitability
  • exit strategy
  • leadership
  • personal growth

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