Midyear Musings: Are You on Track to Hit Your Goals?

We’re halfway through 2025 and we have a big question for you: How’s your business tracking towards the goals you set going into it?

Now is an ideal time to pause and reassess. Many midsize business owners get caught up in day-to-day operations and miss key moments to adjust their strategy. A mid-year review allows you to realign your budget, refocus on what’s working, and course-correct where needed.

Here are a few questions to guide your check-in:

• Are you on track to hit your revenue and profit goals?

• Are your expenses in line with your forecasts—or are hidden costs creeping in?

• Is your team spending time on the work that moves the needle?

• Are you seeing the return you expected from your key investments?

• Have there been any unexpected shifts in the business, either positive or negative this year? 

We see it all the time: owners and their teams getting bogged down by the weeds and missing lucrative opportunities in front of them. In fact, it's one of Nicole Spadafino’s favorite parts of the business as she recalls many examples of helping clients by organizing their books, streamlining their processes, and uncovering both revenue drains and untapped opportunities that help recalibrate businesses. 

So, if you’re looking for a partner who will not only help you account for where you are, but will help map out where you want to go, we encourage you to turn to your YBO partner to help you dig into the numbers, interpret what they mean, and make clear, data-informed decisions. Whether you need a straightforward analysis or want to go deeper—into process optimization, cash flow forecasting, or identifying growth opportunities—we’re here to support your vision.

The second half of the year is full of potential. With the right assessment of where you are and adjustments, it can be your most profitable stretch yet. Let’s make sure your strategy is still aligned with your goals—and if not, let’s refine it together.