Our Services
Business Valuation
We begin by understanding your unique situation and gathering essential information. We then prepare a financial valuation of your company, along with a customized report outlining the most significant factors affecting valuation.
In addition, we compare your company’s performance relative to your industry peers. We also identify financial opportunities and strengths.
Finally, we help you understand the implications of your valuation, whether it is needed for personal financial planning, strategic planning, succession planning, buy-sell agreement, or in preparation to sell your business.
Business Valuation
We begin by understanding your unique situation and gathering essential information. We then prepare a financial valuation of your company, along with a customized report outlining the most significant factors affecting valuation.
In addition, we compare your company’s performance relative to your industry peers. We also identify financial opportunities and strengths.
Finally, we help you understand the implications of your valuation, whether it is needed for personal financial planning, strategic planning, succession planning, buy-sell agreement, or in preparation to sell your business.
Succession Planning
Helping you protect your legacy during leadership succession demands a proven process, nuanced execution, and artful mediation.
We begin with a comprehensive online business assessment to provide insight into the valuation of your business and strategies for preparing for succession. With this insight, we will prepare a detailed succession plan. Next, we implement the plan, either directly or in conjunction with your other professional advisors, depending on how the plan is constructed. Our role is to lead the team to ensure that the plan is properly implemented and executed. Finally, we will offer to help your successors with a proven set of tools and coaching programs.
Exit Planning
Optimizing the sale of your business to a family member or strategic buyer requires careful planning, detailed execution, and creative ingenuity. This is much more than a transaction.
We begin with a comprehensive online business assessment to provide insight into the valuation of your business and strategies for building value prior to selling. With this insight, we will prepare a detailed plan for presenting your business to the right buyer, at the right time, and with the right information. Next, we implement the plan, either directly or in conjunction with your other professional advisors, depending on how the plan is constructed. Our role is to lead the team to ensure that the plan is properly executed. Finally, we will offer to help your buyer be successful after acquiring your business with a proven set of tools and coaching programs.
Succession Planning
Helping you protect your legacy during leadership succession demands a proven process, nuanced execution, and artful mediation.
We begin with a comprehensive online business assessment to provide insight into the valuation of your business and strategies for preparing for succession. With this insight, we will prepare a detailed succession plan. Next, we implement the plan, either directly or in conjunction with your other professional advisors, depending on how the plan is constructed. Our role is to lead the team to ensure that the plan is properly implemented and executed. Finally, we will offer to help your successors with a proven set of tools and coaching programs.
Value Acceleration
Value Acceleration Methodology is a proven process that focuses on growing the value of your business and aligning business, personal, and financial goals. We will guide you through the process of developing a Master Plan that is grounded in action and provides key deliverables & metrics.
The methodology provides very predictable results. We will focus on breaking down strategic issues into 90-day sprints, connecting daily activities to value, and mitigating risk. This acts as a driver of organizational behavior and gets employees to think like owners.
We ensure owner and family wealth are at the center of the plan. Value Acceleration is used as an inter-generational & employee development, transition, and measurement tool and creates a roadmap to success.
Exit Planning
Helping you protect your legacy during leadership succession demands a proven process, nuanced execution, and artful mediation.
We begin with a comprehensive online business assessment to provide insight into the valuation of your business and strategies for preparing for succession. With this insight, we will prepare a detailed succession plan. Next, we implement the plan, either directly or in conjunction with your other professional advisors, depending on how the plan is constructed. Our role is to lead the team to ensure that the plan is properly implemented and executed. Finally, we will offer to help your successors with a proven set of tools and coaching programs.
Value Acceleration
Value Acceleration Methodology is a proven process that focuses on growing the value of your business and aligning business, personal, and financial goals. We will guide you through the process of developing a Master Plan that is grounded in action and provides key deliverables & metrics.
The methodology provides very predictable results. We will focus on breaking down strategic issues into 90-day sprints, connecting daily activities to value, and mitigating risk. This acts as a driver of organizational behavior and gets employees to think like owners.
We ensure owner and family wealth are at the center of the plan. Value Acceleration is used as an inter-generational & employee development, transition, and measurement tool and creates a roadmap to success.