Services
You’re eventually going to
exit your business.
ONE WAY OR ANOTHER
Eventually is closer than you think.
Even if that day is far over the horizon for you, it’s never too early to start operating your business like the day is coming.
Future you will be grateful you were proactive.
Your legacy and your family will thank you.
WANT MORE THAN AN AUDIT AND A POINT IN THE RIGHT DIRECTION?
Are you looking for someone to come beside you and guide you through the process
as part of your team.
Below are three typical entry points when new clients come to me, along with the ways I serve them to best cement their legacy, and achieve their goals as they exit their business.
>5 YEARS
PLANNING FOR THE FUTURE
Strategic plan development.
Business growth plan development - sales/marketing, acquisitions, etc.
Business improvement plan development - cost & productivity analysis
Financial planning & analysis.
Building financial projections.
Maintenance of financial analysis and reporting.
Assistance with helping ownership understand their numbers at a deeper level.
Implementation of growth plans.
Assistance with implementing internal growth initiatives. New investment identification & evaluation.
Assistance with mergers & acquisitions identifying targets, negotiation, due diligence, and integration.
Facilitating access to the right kind of capital to support your objectives.
Debt & equity raises.
Non-traditional sources of capital.
Accountability & Guidance from someone with your best interests at heart.
2-5 YEARS
ACTIVATING YOUR PLAN
Strategic options review.
Business growth plan development - sales/marketing, acquisitions, etc.
Development of processes & documentation to best prepare the business for sale.
Educate owner about exit options and work toward determining the most desirable path.
Personal and Business Envisioning workshop facilitation.
Development of strategic priorities based upon time frames and owner desires.
Implementation of key strategic plans with focus on enhancing attractiveness & readiness of owner/s and business for exit.
Work with owner/s to build the appropriate team of professionals to execute successful exit.
Identifying gaps in professional representation.
Providing assistance with connecting business owners with trusted specialists to meet client needs.
ASAP
IMMEDIATE
Strategic options review.
Review available options for exit - internal and external.
Determination of desired exit path.
Development of execution strategy.
Implementation of plan.
Hiring of appropriate transactional advisers need for plan implementation.
Selling process facilitation with as much assistance as needed.
Chief Transaction Officer (CTO) to assure smooth communication and successful due diligence.