Dallas Restaurateur Boosted Profits by 22%

From Busy Operator to Profitable Owner

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Case Details

Client: Jose Valdez

Business Type: Multi-location Restaurants

Year: 2024-2025

Project Duration: 9 Month

Coaching Tools Used

Profitability Audit & KPI Scorecard
Owner Role Redesign + Delegation Map
Weekly Financial Rhythm Templates
Restaurant Efficiency Benchmarks
Team Performance Dashboards

Let’s get you back on track

Serving Across US
Based in Dallas, TX

Improve Profitability & Streamline Operations

Industry : Restaurant (Food and Beverages)
Location : Dallas, Texas
Revenue: $2.5M
Coaching Services : Business Coaching

The Challenge

Jose Valdez, a 10-year veteran in the restaurant business, was generating strong top-line revenue ($2.5M across 4 Dallas-area locations) but wasn’t seeing the profits to match. Each location operated with its own playbook, overhead was creeping up, and Jose was constantly pulled into day-to-day operations — leaving little time for strategy or growth.

The Coaching Approach

Over 9 months, we worked on building profitability from the inside out. Coaching focused on simplifying operations, creating financial visibility, and empowering local managers to lead more effectively. We introduced profit-first thinking, team scoreboards, and cost discipline across all locations.

Key Shfits Made

Created a company-wide weekly P&L review process
Designed a dashboard for key cost and labor KPIs
Introduced incentive programs tied to profitability goals
Delegated local store decisions using an accountability chart
Reduced inventory waste by 17% through process changes

Results Achieved

22% increase in profit margins across the business
Owner time in day-to-day ops reduced by 40%
Improved team engagement and manager ownership
Standardized systems now in place for scale
Renewed clarity and confidence in long-term strategy

Before & After: Coaching Impact

Challenge

High revenue, but low profit margins
Inconsistent cost controls across locations
Owner overinvolved in daily restaurant operations
No clear performance KPIs

After Coaching

Increased net profit margins by 22%
Standardized reporting + cost management systems
Delegated roles using team accountability structure
Introduced weekly P&L reviews and labor efficiency KPIs

Customer Reviews of the Case

“I knew the sales were there, but I couldn’t figure out why the profits weren’t. Sekar helped me bring discipline, structure, and the systems I was missing. We’re finally running like a real company — and I have my time back.”

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Jose Valdez

Business Owner, Ana Foods LLC
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