Our business strategic services encompass 4 areas all designed to improve profitability, value, direction, leadership and, ultimately, ownership transition.

Business Strategic Services

  • Value Growth Services

    Our process involves preparing an assessment of your company from both a quantitative and qualitative standpoint. It involves analyzing your historical performance and a facilitated, full-day session with your senior management. The result calculates the company's current enterprise value, shows your value growth opportunity and recommends the actions for increasing value.

  • Strategic Planning

    Our consultants work with your leadership team through a process of defining your strategy, or direction, and making decisions on allocating your resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy.

  • Succession Planning

    We work with owners and senior management to identify and develop new leaders who can replace established leaders when they leave, retire or pass away. It entails developing internal people with the potential to fill key business leadership positions in the company.

  • Exit Planning

    This involves the ownership succession of a company to prepare and plan for the exit of entrepreneurs from their business to maximize the enterprise value of the company. The exit strategies can involve a third-party merger or acquisition, establishing an Employee Stock Ownership Plan (ESOP), sale to management team or as part of estate planning to pass ownership to their heirs.

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