Assisting family businesses with value building and transitioning stewardship to the next generation of leadership.
Discover
Discover the health of your business! Through a strategic business review and industry comparison we can provide clarity on your current situation and develop a prioritized action plan.
Prepare
We help you prepare for the future. From implementing business improvements to personal and financial planning, we help you implement a master plan that will take the guess work out of deciding your future.
Decide
Deciding on the future can be worrisome, but with our expertise we can help simplify your options and lead you to one of two outcomes, grow or sell. After going through our process, you will have the information necessary to be confident in your decision.
%
of M&A professionals believe a business owners unrealistic expectations of company value are the biggest obstacle to sale or transfer. (AM&AA)
%
of business owners report being profoundly disappointed a year after exiting their business. (Price Waterhouse)
%
of businesses put on the market don’t sell. (Business Reference Guide, T. West)
What We Do
Business Review
- Gain key insights for improving the health and value of your business
- Identify specific areas to focus your strategic planning
- Develop next steps to achieve your goals
Exit Planning
- Gain a reasonable expectation of your business’s current market value
- Develop a personal financial projection to identify what proceeds are needed from a business sale to fund your next season of life
- Legacy, estate, and philanthropic planning services
Build Value
- Review processes and systems
- Opportunity/problem identification, process improvement, and process documentation
- Plan for developing the next generation of leadership
- Expense reduction services
It’s not the years in your life that count,
it’s the life in your years.