Ready to Adapt, Scale, and Grow?

The Cavi team helped me understand my organization in a process-centric manner. They provided the planning and tools necessary to organize and scale my staff, as well as produce more news reports in a more cost-effective manner. The team has incredible process expertise and has provided lasting value for me personally, as well as the entire WhoWhatWhy team

Operating any business regardless of industry is no small feat. In the world of entrepreneurial financial planning, there are added scrutinies such as compliance and regulation. Having a repeatable, reliable, efficient and easy to train set of processes are imperative keys to success. In terms of scaling a company and/or succession planning, it’s essential to have processes nailed down to ensure your business is attractive to potential investors or buyers.

Partnering with Cavi Consulting and their adept process scientists has afforded me confidence. Knowing that my business has become leaner and meaner affording me the ability and time to focus my time and attention on client and portfolio management.

We came to Cavi looking for better techniques and methods to scale our business. Cavi provided us with the mindset and education that finally explained the difference in practice managing our operations v.s work in progress and projects. This provided the foundation for us to start working on optimizing our business into the ‘machine’ we envisioned that allows for increased scaling and automation. Cavi's knowledge of process improvement was invaluable in allowing us to visualize the workflow of our business and enabling it to scale. We have learned so much from the Cavi method. The techniques and insight we gained allowed us to optimize our business and maintain this high level of efficiency.

The Cavi team has been a wonder to work with! In working with Cavi, I can confidently say that they have helped us to rethink our business and the way we approach our growth. The work we accomplished helped my company prepare for scalability through in-depth analysis, visualization, and redesign of our core processes, paired with highly detailed financial projections. The work performed by Cavi went above and beyond my expectations and I will definitely be returning to Sam and his team in the future for all of my process improvement needs!

Before working with Sam Chin of Cavi Consulting, I was convinced that I would be the only person able to manage the operations of my business… and that scared me. I didn’t think it would ever be possible to “duplicate” myself and that is the exact opposite of scaling. NOT TRUE! Sam and the Cavi Method has not only completely changed my perspective on my own company and it’s daily operations, but also helped me feel 100% READY to hire! I feel like I can scale smoothly and swiftly now that I have the proper documents, tools and even a CORE PROCESS MAP. It’s as easy as handing the new team a GUIDEBOOK. Organization is absolutely key! Sam is a dream to work with. If you’re planning to scale, do not do a thing without consulting with CAVI first!

Working with the Cavi has provided stunning improvements throughout out our operations. This isn't about automation or going digital - this is about completely rethinking how an organization is run. His team found insight and a clear path to improve then held our hands through the entire process. We're in a better place in terms of profitability, revenue, efficiency and morale. I highly recommend working with the Cavi team!

Cavi Consulting opened our eyes to the benefits of process management. Without their guidance and expertise, our business would have still been bound to inefficient working processes. Moreover, by adhering to the core principles that Cavi introduced us to, we’ve become more aware of process related problems and at the same are more capable of making the changes that lead to a more efficient business