Your personal roadmap to success. Working together, we reveal what drives value up or down for your business and what you can do to increase the value of your business.

Make it happen. Working together, we prepare a corrective action plan you can begin implementing right away. It's the bridge between where you are now and where you want to be.

We work with you to set a strategy based on your goals. Then we implement the solution with minimal disruption to your business.

Are you uncertain about when or how to exit from your business?

Exiting doesn't have to be scary. We work with you to reduce the risk and eliminate the pitfalls when figuring out how to exit from your business while ensuring that your financial security and legacy are protected.

Features

• Identify your key value metrics to uncover the top drivers of value for your business.
• A Business Blueprint that identifies ways to improve your business so you can sell it, be acquired by a competitor, or leave it to your children or employees.
• A team assessment will determine what it would take for your company to run without you.

You know it's time to prepare for your eventual exit. You want to exit on your terms, at the top of your game, while being rewarded for what you've built.

Unfortunately, you don't know where to start. We work with you to bridge the gap between where you are now and where you want to be.

Features

• A Strategic Growth Plan that includes a vision of what is essential for your business to succeed and the story about your company's future. The strategic plan consists of a strategic analysis, external and internal review, a clear strategy for growth, critical success factors, and more.
• An external industry analysis that includes an industry overview with a focus on critical statistics, products and services segmentation, and significant market customer segmentation.
• An internal analysis that includes identifying and analyzing your company's core competencies and critical success factors.
• A personalized plan for you to follow to reach your goals and improve your business.

Do you need help implementing the changes needed to prepare your business for your exit?

Implementation requires specialized skills and is time-consuming. You may never be prepared to exit without a dedicated professional and focused effort. We work with you to set a strategy based on your goals. Then we implement the solution with minimal disruption to your business.

Features

• A project plan that includes the steps, timeline, resources, and assigned tasks needed to complete the improvements.
• A project manager who directs the implementation and business improvement process.
• A project team that includes subject matter experts of employees and outside professionals, as needed, based on the scope of the project.
• Regular communication and accountability to you and other stakeholders that you identify.