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
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.”
