We’ve distilled our expertise into a comprehensive suite of services designed to transform your business and your life. Our unique approach is anchored in a proprietary 21-step process ensuring your business not only thrives today but is also poised for future success.
Core Service Offerings
- Leadership & Employee Training & Management
Providing coaching and mentorship in leadership development and employee management to enhance team productivity. - Access to Essential & Non-Essential Service Partners
Leverage our extensive network, including Financial/Wealth Advisors, Corporate Real Estate Agents, Mortgage Lenders, M&A Attorney, M&A Advisor, Fractional CFO, Tax Attorney, Accountant, Bookkeeper, Insurance Agent, Banker, Marketing Agency, HR Service Provider and Payroll Service Provider. - Access to Exclusive ROI2 Events:
Join a community of forward-thinkers at our exclusive events, like Legacy Dinners and Farm-to-Table gatherings, designed to foster networking and introduce you to prospective clients and partners.
The 21-Step Process
Your journey with us is guided by a concise 21-step process, divided into five key phases. It kicks off with our comprehensive Business Insight Report, offering vital insights into your business. This report encompasses a diagnostic scorecard, financial analysis, credit risk, profit gap analysis, non-financial assessment, exit readiness, current valuation, value potential index, and a step-by-step implementation plan. It’s designed to highlight improvement areas and guide you towards achieving your business goals efficiently.
Stage One: Identify Value
- Goals and Outcomes: Define what you desire for your retirement, considering your financial and lifestyle aspirations, and the main influencers on your exit strategy.
- Fact Find: We’ll start with looking at your business to determine the value and identify any issues, as well as strengths and opportunities.
- Business Insights Report: Conduct a detailed analysis of your business to uncover risks, identify gaps, and plan actions to maximize the business value.
Stage Two: Protect Value
- Financial Planning: Develop a solid financial plan to ensure your business finances are optimized for both current performance and future growth.
- Unplanned Events: Prepare for unforeseen circumstances with strategies to protect the value you’ve built in your business.
- De-risking: Implement measures to reduce the inherent risks in your business operations, enhancing stability and predictability.
Stage Three: Maximize Value
- Exit Options: Explore various exit scenarios to find the best fit for your goals and the business’s future.
- Strategic Planning Business Model: Develop a business model that aligns with your long-term strategic goals.
- Strategic Financials: Craft a financial strategy that supports your business model and maximizes financial returns.
- Systems and Procedures: Establish efficient systems and procedures to streamline operations and enhance business value.
- Marketing and Sales: Strengthen your marketing and sales strategies to boost brand presence and increase revenue.
- Corporate Governance: Improve your business’s structure and accountability through solid corporate governance practices.
- Ownership Mindset: Work on ownership mindset for your team to increased engagement and accountability.
- Employee Ownership: Consider employee ownership structures to align staff interests with business success.
- Management Succession: Plan for management succession to ensure smooth leadership transitions.
Stage Four: Extract Value
- Tax Planning: Optimize your financials with strategic tax planning to preserve the value of your business.
- Documentation: Ensure all critical business documents are current, accurate, and properly managed.
- Liquidity Event: Prepare for a liquidity event that aligns with your exit strategy and financial goals.
Stage Five: Manage Value
- Ongoing Investment Planning: Develop a strategy for continuous investment to support the long-term growth and stability of your business.
- Asset Protection: Implement measures to protect the tangible and intangible assets of your business.
- Estate Planning: Align your business planning with personal estate planning to ensure comprehensive future planning.
Work ON your business NOT in your business.
Are you ready to transform your business and your life?