The Simple
ScaleUp System™
ScaleUp System™
Grow your organization with confidence by leveraging Forge’s business intelligence and leadership framework
Grow your organization with confidence by leveraging Forge’s business intelligence and leadership framework
As Your Organization Grows, It Can Feel Like You’re Driving Alone in the Dark
As Your Organization Grows, It Can Feel Like You’re Driving Alone in the Dark
How you operate worked in the past, but it no longer provides the growth you need to achieve your goals.
Maybe you’ve had a season with multiple bad hires, mistaken internal promotions, failed product or service launches, surprises like unexpected resignations, tax bills, cashflow shortfalls, increases in production costs, or the loss of once loyal, long-term customers.
Now, what made you successful—trusting your gut and relying on your instincts—is no longer sufficient. It’s time to create more visibility in your organization so you can lead with confidence.
Your Road to Scaling Success Starts with the Story Your Finances Tell
Money tells the story of your business.
In fact, the full financial picture of your business can help you easily identify opportunities, narrow in on issues to address, and forecast what’s ahead.
By listening to the story your finances tell, you can unlock the scaleup phase of your organization where you move from business instincts to business intelligence.
In the scaleup phase, information becomes insights, allowing you to lead proactively, make decisions confidently, and scale faster.
Grow with Confidence and Control
At Forge, we believe a practical framework, consisting of tried-and-true tools and practices, should be the backbone of your scaling journey.
As we served clients, we quickly recognized a pattern—the financial insights we provide frequently reveal leadership and operational opportunities and challenges.
Not having the right insights, people, or processes make it more difficult for business owners to grow and achieve their goals. But instead of just exposing those problems, we want to help our clients solve them.
Now, the Simple ScaleUp System™ business intelligence and leadership framework helps companies grow with confidence and control instead of chaos and confusion.
With a deep understanding of the complexities in finance, productivity, leadership, and personnel, we’ve developed this framework to help you navigate the winding roads of scaling your business.
At Forge, we believe a practical framework, consisting of tried-and-true tools and practices, should be the backbone of your scaling journey.
As we served clients, we quickly recognized a pattern—the financial insights we provide frequently reveal leadership and operational opportunities and challenges.
Not having the right insights, people, or processes make it more difficult for business owners to grow and achieve their goals. But instead of just exposing those problems, we want to help our clients solve them.
Now, the Simple ScaleUp System™ business intelligence and leadership framework helps companies grow with confidence and control instead of chaos and confusion.
With a deep understanding of the complexities in finance, productivity, leadership, and personnel, we’ve developed this framework to help you navigate the winding roads of scaling your business.
1. Diagnose
the problem
We help you leverage business insights, breaking down complex information into actionable items so you can monitor, measure, and diagnose your current reality.
2. Design
the solution
Once you have a clear understanding of the issues you face, we help you put The Simple ScaleUp System™’s strategies, systems, and targeted plans in place.
3. Drive
the results
Now, it’s time to test solutions. We’ll help you monitor progress, make data-driven decisions for sustained growth, and fine-tune your business with confidence.
Organizations That Scale Prioritize Four Areas
Financial Intelligence
Startups focus on making money, but they often overlook how to keep and maximize it. Financial intelligence focuses on following the money in your organization to unlock the story of your business. That story is often a mystery, but cracking the code will tell you everything you need to know about other areas of your business.
Leadership Intelligence
Once you follow the money in financial intelligence, you quickly realize it’s connected to people and your organizational structure. Leadership intelligence brings clarity and organization to your leadership team so you can make strategic decisions that drive the business forward.
Productivity Intelligence
With effective leadership in place, next it’s time to make sure you have processes established to get the right things done. Productivity intelligence introduces tools you can implement to drive efficiency and make sure the right things get done.
Human Intelligence
Last, but not least, people are your organization’s most valuable asset. Human intelligence taps into the power of putting the right people in the right roles to leverage their strengths, cultivate an engaged team, and scale your organization faster.
Call on Forge as Your Guide
Leaders experience uncertainty in decision-making or struggle to create and execute a growth plan when they have limited visibility into current performance, cannot draw meaningful conclusions from their financial information, or lack a proven system to guide how they work and lead their team.
Your instincts aren’t broken, and you haven’t magically lost your business savvy. You and your company have entered a new growth phase with different priorities requiring a different approach.
You need a proven-yet-adaptable system providing a clear growth plan and proactive strategies to manage business growth.
After conducting countless experiments, leading hundreds of client engagements, and investing more than $1 million in consultants, coaches, and training with top leaders in business, management, and financial services, we discovered and implemented a set of principles, frameworks, playbooks, and tools that accelerated our organization’s growth and unlocked its potential.
We’ve refined our approach, and it’s now known as the Simple ScaleUp System™.
Today, our accountants and business advisors serve more than 300 client groups, representing nearly 900 entities and their owners across the United States. And, we use the Simple ScaleUp System™ to help our clients grow their organizations.
