Our Services

Business Model Strategy

Ensure your business model is executable and understood by the team. Overcome execution obstacles by collectively grasping the concept and strategy, streamlining implementation and execution.

Market Research

Access advanced research tools to maximize a seller’s benefit. Our industry expertise makes us resident experts on your business and industry by the time we go to market.

Growth Strategy

Focus on specific metrics and methods to drive business growth. Enhance process efficiencies, increase client loyalty, gain new customers, pinpoint your value proposition, and optimize team member production. Regularly measure and optimize overall business performance.

Customer Measurement & Analytics (Valuation)

Maximize growth potential by measuring customer profitability, reviewing inventory analyses, and mapping forecast vs actual performance. Leverage our experience to identify core practices boosting output and highlight areas needing attention.

Liquidity Planning

We assess your cash flow needs, accurately value assets, and explore ways to generate additional income, providing comprehensive liquidity planning.

Estate Planning

Ensuring proper asset management during and after a lifetime, our thorough estate planning guarantees asset distribution, defines beneficiaries, and establishes decision-making pathways.

Selling a Business

Navigating the complexities of selling a business, we cover reasons, timing, documentation, valuation, buyer engagement, and manage financial, legal, HR, insurance, environmental, and taxation diligence.

Succession Planning

We strengthen organizations through long-term succession planning, identifying critical positions, skills, and employee development for business continuity. Our experience ensures universal standards are solidified.

Pre-Transaction Planning

We guide business owners through emotional pre-planning, protecting investments and reducing internal conflict. Our process includes contingency planning, tax exposure mitigation, and charitable and inheritance giving plans.

Business and Asset Valuation

Addressing the common question, “How much is our business worth?” we provide detailed metrics based on empirical data, recent sales, and industry benchmarks to establish a marketable value range.

Transaction Planning

Our dedicated planning ensures businesses are in optimal shape for the best price and terms. We address questions arising during marketing and the transactional phase, preparing thoroughly for M&A transactions.

Tax Mitigation Strategies

Navigating the complexities of taxation and reporting, we engage in early conversations about tax savings. From exit planning to maximizing deductions, our team helps create a critical component of a successful business exit strategy.

Exit Strategies

We eliminate guesswork in exit strategy discussions, offering foundational solutions. Options range from bringing on a partner for growth to internal sales, management changes, shutdowns, or going public.

Cash Flow Strategies

To stabilize and improve operations during cash flow crunches, we offer expertise in implementing new software, optimizing invoicing and receivables, exploring payment options, and negotiating better terms for enhanced customer viability.