Our Services

Business Model Strategy

Execution. Is the business model executable and does the team understand strategy and purpose? Change and business transformation hit a log jam at the execution point. Once you and your team collectively understand the concept and strategy, implementation and execution will streamline.

Market Research

We have access to the most advanced research tools in our industry and we know the metrics that maximize a seller’s total benefit. We’re experienced in just about every industry and will be the resident experts on your business, and your industry, by the time we go to market.

Growth Strategy

By focusing on specific metrics and methods to generate business growth, businesses can improve process efficiencies, increase client loyalty, gain new market customers, create intense focus on target markets, identify the business’ value proposition, build, and improve team member production, and regularly measure and optimize business performance.

Customer Measurement & Analytics (Valuation)

If you’re not measuring customer profitability, reviewing inventory analyses, or mapping forecast vs actual performance, the business may not ever maximize growth potential. With our experience and operational savvy, we can help determine which core business practices are boosting output and which departments need attention.

Estate Planning

Business owners want to ensure their lifetime of creating assets are managed properly during and after their lifespan. While estate planning cost money and time, thorough estate planning will guarantee that your assets are distributed according to your preferences, your beneficiaries are clearly defined, and a pathway for decision making is established on your behalf should you be unable to do so.

Succession Planning

Long term succession planning strengthens any organization. Establishing critical positions and highlighting potential vacancies, determining critical skills and future employee performance necessary for business continuity, and focusing on individual and group development to meet future business needs are all components of long-term planning that need immediate and regular attention. It takes foresight and experience to build out a succession plan. We’ve worked with businesses at every stage of the business life cycle and understand that although each business’ needs are unique and specific, there are certain standards which we’ve found are universal. We’ll make sure those foundational standards are solidified while we help plan for succession.

Business and Asset Valuation

“How much is our business worth?” It’s the question we receive more than any other. Business valuation consists of multiple variables linked to an excess of variances. We provide detailed metrics based on your empirical data. In addition, we dig into recent comparable sales along with specific industry metrics that establish a marketable range of value for your business.

Tax Mitigation Strategies

Taxation and reporting are complicated and time consuming. The sooner you begin having conversations about tax savings, the better. Whether exit planning, pre-determining allocation, maximizing deductions, deferring income, depreciation calculations, taking advantage of business tax credits, etc. proper tax planning is a critical component of a successful business exit strategy. Our team can help navigate this complex and often enigmatic department.

Cash Flow Strategies

Business owners have felt the cash flow crunch at some point in the business cycle. Often many times. You may need new software to track cash inflows and outflows and establish consistent invoicing and receivables, more payment options for customers, better terms to improve customer viability, etc. Our team can help develop cash flow management strategies to stabilize and improve operations.