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Crafting Your Business Destination

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Your business destination is your guiding star, a clear vision of where you’re headed and the goals that will get you there. Without a defined destination, it’s easy to lose direction, making day-to-day decisions that may not align with your long-term objectives.

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What's your business worth?

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Enter Your current EBITDA and industry in the calculator below to generate your current business evaluation

Set your goals

Vision worksheets

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Practical exercises designed to help you clarify your business vision, set ambitious yet achievable goals, and create a strategic roadmap. These exercises are tailored to provide actionable insights, giving you a foundation for growth and success. Let’s start building a focused path to your ultimate destination.

VISION CLARITY WORKSHEET

This section is designed to help you drill down into the core purpose of your business, defining a clear and authentic “Why” that guides every decision you make.

1: Reflect on Your “Why”

Why did you start this business?

(Example: “I wanted to help small businesses grow and provide for my family.”)

Now, ask yourself, “Why does this matter?”

(Example: “Because I believe small businesses are the backbone of local communities, and I want to contribute to their success.”)

Repeat the “Why?” question up to 3-5 times, each time building on your previous answer to uncover your deeper motivations.

(Example: “I want to use my skills to create a positive impact.” → “I feel fulfilled when I help others achieve their dreams.” → “Making a difference is my ultimate goal.”)

2: Crafting Your Vision Statement

Using your reflections, craft a concise statement that captures your core purpose.

(Example: “To empower small businesses to thrive, fostering community growth and resilience.”)

Imagine your business in five years if it fully embodies this purpose. Describe key elements such as customer experience, team culture, and impact.

(Example: “In five years, we’re a trusted partner for local businesses, known for helping clients increase revenue and efficiency. Our team shares this commitment to community success.”)

3: Putting Vision into Action

List three immediate actions you can take to align your business with your vision. Think of changes in your daily operations, how you engage with customers, or any team practices.

(Example: “Set up monthly meetings to discuss client needs and goals.”)

(Example: “Develop training sessions for the team on customer engagement.”)

(Example: “Implement customer feedback tools to ensure continuous improvement.”)

Propel books

Unlock the secrets of business success

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The Pentagon of Profit book offers an in-depth guide to Propel’s proven business growth framework. Through clear strategies and actionable insights, this book equips entrepreneurs and leaders with the tools to create lasting success and financial freedom.

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