We work with you through one or all of the components of the value-build process. At your pace, but with a clear plan. Our extended advisory team brings decades of experience in many disciplines and industries. We guide clients along the Value Track from those in startup or growth mode, to those fast-approaching their exit.
How we work with you to build value
We Listen. We Understand. We Partner. We help you understand what your business is worth. We build an advisory team that will focus on growing the value of your business. We work on YOUR timeline as part of the exit planning that will maximize your return on the investment you have put into your business. We then help with mergers as pathways to exit, generation to generation business transfers and traditional business sales. In all cases, we prepare clients for THEIR specific transition plan. This is The Value Track!
We find most business owners do not have a realistic understanding of value. A realistic number will help you make an informed decision. Our estimate of the value of your company will allow you to decide on the timing and target value upon sale. You can balance growth in value against the additional time you are willing to invest before selling.
Whether your planned exit is 2 years away or 20 years away, you should take the time to learn more about the complexities of planning your exit. We can provide a brief session over lunch or a more in-depth overview. If you or your organization would like to learn more about getting started, let us know!
Working with business partners can be complicated – especially when they are family. Whatever your exit goal, you need to have everyone on the same page to avoid chaos, delay, friction…and, likely, a less valuable business. Outside, objective expertise and perspective can help!
Understanding is your first step! We have spoken to dozens of business organizations, professional services associations and conferences. For many, we can provide continuing education credits. Click here for upcoming sessions.
Whether improving the day-to-day, or for the long-term, people, process and communication are at the core of any company or organization. The most successful and valuable companies provide a consistent, outstanding experience for their customers. We help improve your internal systems that, in turn, will attract and retain new customers. A focus on business process improvement will produce growth in revenue, profitability and value.
Just starting out? Getting things in place early on will improve your chances of success and faster growth. Down the road, this will contribute to a much more valuable business. Whether a start-up or in your first few years, we can help you with current success and growth in future business value. Now is the time to start thinking about exit planning. Building the right foundation will accelerate value growth!
Ready to start building for your Big Exit?