Strategy Designed.
Success Delivered.
The Strategy Playbook helps ambitious companies unlock growth and reach their next level. We equip leadership teams with clear strategy, disciplined execution, and AI-powered tools to scale with confidence.
What We Do.
We work with businesses to not only meet their potential, but exceed past it. We also help businesses with their exit strategy to ensure their hard work is valued properly.
Business Strategy
We examine your business across eight key areas and put together a custom strategy for your business.
Growth
Within the strategy we put together, we outline the growth potential we see and how you can achieve it.
Exit Strategy
Whether you are looking to exit soon, or years from now, we can help ensure your exit plan doesn’t underestimate the value of your work.
What is the Strategy Playbook?
We Evaluate 8 Crucial Areas of Your Business.
Then we provide you with our tailored Strategy Playbook and the training on how to implement it across your business.
Establish Your Goals
We generate your tailored playbook
You learn how to implement your strategy
Watch your business grow considerably
Meet the Founder.
Ken. Helping business leaders turn strategy into sustainable growth.
Ken Reiter is an accomplished entrepreneur and operator who has started, acquired, grown, and successfully sold multiple businesses over the course of his career. Having experienced the full journey of building companies—from early-stage challenges to scaling for growth and ultimately leading them through successful exits—Ken understands firsthand the pressures and opportunities that come with business ownership.

What drives him today is helping other business owners and executives avoid the mistakes he’s seen (and made) along the way. Through The Strategy Playbook, Ken partners with leadership teams to overcome operational and strategic challenges, unlock sustainable growth, and position their companies to maximize value at exit. His mission is simple: to help owners turn the businesses they’ve built into the legacies they deserve.
8 Areas of Business Evaluation
We evaluate your business across these 8 areas to ensure we can provide a plan to maximize growth potential and exit value.
1. Financial Performance
Historical financial statements, tax returns, profit margins, revenue trends, and expense management.
Consistent and growing revenue year-over-year
Strong gross and net margins compared to industry averages.
Clean, verifiable books
EBITDA or SDE (Seller’s Discretionary Earnings) normalized for non-recurring/owner expenses.
2. Customer Base & Revenue Quality
Customer concentration, recurring revenue, contract terms, and customer loyalty.
Diversified customer base
Long-term contracts or recurring revenue streams
Low churn rate and high customer retention.
Positive customer satisfaction and Net Promoter Scores.
3. Operations & Processes
Day-to-day operations, documented processes, reliance on key employees or owner, technology systems
Business runs smoothly without heavy reliance on the owner.
Well-documented SOPs
Scalable operations with capacity for growth.
Modern technology stack supporting efficiency.
4. Leadership & Team
Depth and quality of management team and staff.
Experienced leadership in place beyond the owner.
Low employee turnover and strong culture.
Clear accountability structure.
Incentives or contracts keeping key employees post-sale.
5. Market Position & Growth Potential
Industry trends, competitive positioning, barriers to entry, and growth opportunities.
Strong brand reputation and market share.
Differentiated products/services with defensible advantages.
Clear growth story with identified expansion opportunities
Industry tailwinds rather than headwinds.
6. Intellectual Property & Assets
Patents, trademarks, proprietary systems, software, or unique processes.
Protected intellectual property that creates defensibility.
Strong digital presence, SEO authority, and brand recognition.
Tangible assets in good condition with minimal debt.
7. Legal, Compliance & Risk
Pending lawsuits, regulatory issues, compliance with industry standards.
No significant legal or regulatory risks.
Proper licenses and permits in place.
Solid insurance coverage.
Clean contracts with vendors, partners, and customers.
8. Exit Preparedness & Deal Structure
Owner involvement, transition plans, and documentation for sale.
Business can run independently of owner post-sale.
Transition plan and training package ready for new ownership.
Organized data room to speed due diligence.
Ready to Get Started?
Book a free strategy session with me today.
Our Strategies Work
During Ken’s time as COO of SenioROI, he helped transform the company from a people-dependent operation into a process-driven organization built for growth. By implementing documented systems, clear accountability, and measurable KPIs, we created a structure that allowed the business to scale substantially and operate smoothly without relying on any one individual. That experience became the foundation for The Strategy Playbook—helping other owners build stronger, more valuable, and exit-ready companies.
Ken Reiter founded Infotek to develop advanced logistics management solutions for the freight forwarding and transportation industry. The company’s flagship product, Web Freight Pro, was one of the first fully web-based transportation management systems (TMS) designed specifically for small and mid-sized freight forwarders. It streamlined quoting, booking, shipment tracking, documentation, and customer communication into a single, cloud-based platform—at a time when most competitors still relied on desktop or legacy systems.
Under Ken’s leadership, Infotek gained a loyal user base across North America and established a strong reputation for innovation and reliability in logistics software. In 2011, Supply Vision, a growing logistics technology company, acquired Web Freight Pro to expand its TMS capabilities and serve a broader base of freight forwarders and 3PLs. The platform continued to evolve and remained a core part of Supply Vision’s offering until the company was later acquired by Descartes Systems Group (NASDAQ: DSGX), a global leader in logistics technology, further extending the reach and impact of the original Infotek innovation.
Learn how to harness AI for growth.
We combine strategic insight with AI-driven tools to unlock real results
