Entrepreneur and business advisor John Howman kicked off the first day as this year’s guest speaker. During the session, Howman created a workshop environment for attendees to learn how to achieve results from their vision. Few companies fail because there wasn’t a vision — they fail because they can’t execute the vision and get concrete business results. The secret? Making sure everyone understands their role so the implementation goes smoothly.

On the second day, Shane and Melissa Dick of Atlas Accounting and Consulting discussed the financial benchmark that all Unified Group members participate in. To put owners’ minds at ease, they shared what is normal and discussed KPIs and ratios that companies should measure, such as gross margin and revenue per technician. They also provided a dashboard template to help members track these items more easily.

“The benchmark review is always great to compare where we are with other best-in-class contractors that are in The Unified Group,” said Scott Krum of Legacy Mechanical. “There are always certain metrics I bring back that we need to strive to achieve.”

Large group discussions on the topics of marketing and how to recession-proof a business were followed by breakout sessions for small groups to explore strategic issues and challenges that are important to their organizations. Throughout the forum, members presented the latest technologies they use, such as Learning Zen, Smart Sheet, and Mind and Body to keep employees healthy.

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