Beyond the Ledger: 5 Things the Numbers Don’t Tell You
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Tom Stimson
January 10, 2024
PC Ep #26: Beyond the Ledger: 5 Things the Numbers Don’t Tell you

Welcome to Episode 26 of the Intentional Success Podcast.

In this episode, I share insights from a recent consulting session, focusing on the key metrics I use to evaluate any company’s performance and prospects.

We’ll explore the following 5 core criteria:

  1. Operational Efficiency: How well does the company execute its operations? Smooth execution is vital, and operational struggles can bring attention to underlying issues.
  2. Leadership Confidence: Does the company’s leadership have a positive outlook on future outcomes? Understanding the mindset of those at the helm is crucial to predicting success.
  3. Revenue Sources: What’s the ratio of revenue coming from products versus services? A higher service revenue can indicate a company’s strong reliance on its expertise.
  4. Staffing and Revenue Alignment: How well is staffing aligned with the company’s revenue? Learn why the team’s composition is a significant factor in a company’s success.
  5. Profitability and Tax Adjustments: Are the profits meaningful when adjusted for tax situations? We discuss the importance of balancing profitability with operational health to avoid burnout.

By the end of this episode, you’ll have a deeper understanding of how to apply these metrics to your own business, enabling you to make more informed decisions and drive your company toward Intentional Success®.

Visit trstimson.com for more resources.

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About Tom Stimson
Tom Stimson MBA, CTS is an authority on business and strategy for small- to medium-sized companies. He is an expert on project-based selling and a thought leader for innovative business processes.
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