About The Carli Group

Michael and Mary Carli are co-owners of The Carli Group, a Business Advisory service based in Oldsmar, Florida. Entrepreneurs since age 12, The Carlis are experts in Small Business Systemization, Development Strategies, and Exit Plans.
They can be contacted at info@thecarligroup.net.

Creating a Culture of Trust in a Company (The Enemy of Instant)


Many years ago, I attended a horticulture certification course. The instructor was about as exciting as the shingles on my roof, or so I thought. The class was at night, twice a week. After 2 weeks, I realized why her pace was so purposefully slow. She shared that 75% of the students were small business owners, most having worked a 12 hour day or more before hurrying to class. Katie knew that a slowed down pace would be a much-needed break from our hectic schedules. Not surprisingly, she did not allow cell phone usage during class time.  “Trust me,” she would say, “your clients will be fine until you call back in the morning.” [Read more…]

Putting Your Clients’ Needs Above Your Beliefs


“It’s really not about you,” I said.

“Jennifer” had a look of anger and disbelief the first time I reminded her of this . Even worse, we were less than 45 minutes into our first strategy meeting.  As a seasoned businesswoman, she was quite sure that the insurance products she provided to her clientele were exactly what they should be purchasing. With more than 20 years in the insurance industry, she should know, right?  To be questioned by her long-time clients was a humiliation she deemed inappropriate. To be “shopped,” when clients check the rates of competing agencies, was downright rude.  “After all I did for these people,” she kept repeating.  I quickly realized there was a missing link to Jennifer’s sales system – she stopped asking her clients why they would continue to do business with her and not another agent.

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How Employees Often Fire Themselves


We have all heard horror stories describing how and why employees were fired, or as corporate America likes to say, “terminated.”  As business owners, we are consistently looking for and interviewing qualified applicants. I always thought it was peculiar that in more than 20 years of interviewing potential employees, no applicant ever stated, “I was terminated, and I deserved it.”  Unfortunately, business owners interviewing applicants only hear one side of the story. While there are certainly unfair workplace situations putting employees in a difficult culture or environment, I have often discovered that they weren’t fired by their employer at all; they fired themselves. They left their employer no other choice but to end the employee/employer relationship due to their actions.

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Business Systems Work, If You Let Them Work


850,000. No, that’s not the amount of cars traveling US 19 each morning, but it’s probably close! 850,000 represents the amount of small businesses that closed their doors in 2012, according to the Small Business Administration during the last year that they tracked the number. Furthermore, additional studies over the past three decades show that 50% of all registered business do not survive the first 5 years. A 50/50 fail rate!

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Boss vs Leader: Which One is Best

boss or leader

Do you feel that you repeat yourself over and over again to your employees, team, or staff? Do you find yourself saying, “We’ve already talked about that.”? Unfortunately, this happens far too often; myself included when I was younger.

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Business Worries Solved – Developing a Turnaround Strategy

Business Worries Solved - Developing a Turnaround Strategy

As business advisors, the time that we spend face to face with our clients is precious.  While we consistently advocate time efficiency, too many times prospective clients seek us out too late. At this point, their list of “bedtime worries” never gets smaller, and continues to grow beyond their capability to manage them. This is when we advocate implementing a “Turnaround Strategy.” [Read more…]

Do You Have “The End in Mind?” – Preparing Your Exit Strategy


After people read our bios, we typically get asked how the sale of our company actually went.  And while we love to tell the story and enjoy reminiscing about the process, we often answer that question with another question: “What makes you ask?”  What we want to know is if the person asking is capable of hearing and then implementing what needs to be done. Here’s why:

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Coach or Consultant: What You Should Know

Coach or Consultant: What You Should Know

With the flood of business “coaches” that has swept through in recent years, you may wonder if a “coach” is better than a business consultant or a business advisor. You want help growing or improving your organization, but aren’t quite sure which title you should pursue when searching for the right person. Here are three questions that you should always ask when you are considering who you should trust for your organization: [Read more…]

…well on our way to being a well-oiled machine thanks to The Carli Group…

I’ve been working with Michael and Mary Carli for only a few months now and am amazed at the improvements and impact they have already had in my business.  We have made some fairly major changes and I love the accountability and followup I’ve received.  We are well on our way to being a well-oiled machine thanks to The Carli Group and I highly recommend their services to any business owner.

Todd Maddex
Owner/Lead Systems Administrator
Tampa Bay Tech Solutions

…we were able to instantly increase the amount of sales closed…

The Carli Group has assisted C & S A/C Services in moving to the next level of our business. After our initial consultation with them, they took the time to set us in the right direction to get our name out to the demographic we were targeting, without spending thousands of dollars in advertising. Mary sat with us and showed us the proper ways that we should be using Quickbooks to show which areas were working for us, and which areas needed more attention. Michael took the time to revamp our sales strategy and we were able to instantly increase the amount of sales closed. Since partnering with The Carli Group we were able to double the amount of employees on staff in just a few short months. Thank you, Michael and Mary.

Mike Smith
C & S A/C Services, Inc