Strategic Business Advisory Services
Transforming successful businesses into significant businesses.
Transforming successful businesses into significant businesses.
To transform all successful companies into significant companies.
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Business owners generally have 70-80% of their net worth wrapped up in their business, yet only about 20% of all businesses put on the market result in a sale - wth 50% of those "successful" transactions being sold with concessions (e.g., for less than the business owner's targeted price).
For those business owners who are lucky enough to be among the 20% who successfully sell their business, 76% have "profound regret" within 1-year of selling their company because they either sold it for a price less than they needed to maintain their existing profile and/or they didn't have a plan for the next phase of their life.
Protect your largest asset (your business) by transforming it from a successful company into a significant business, which is one that is:
Start proactively preparing today!
With over 20 years of extensive experience, we have worked on deals upwards of $120M and advised clients on achieving their desired business sales, mergers, and acquisitions. We have worked with businesses of all sizes across various industries, giving us a unique perspective and valuable insights.
Identify how your business compares to similarly sized best-in-class businesses and then utilizing the risks/opportunities identified, develop a plan to transform your successful business into a significant business.
Industry best practices require owners to calculate their business's enterprise value at least annually. The result from this foundational step should drive every future decision, so it's paramount that it is always accurate to ensure the strategic plans dependent on it are correctly aligned.
Before a business owner should consider investing resources into growing their business and building their enterprise value, best practices require them first to conduct a full risk/opportunity audit to identify and prioritize (a) cracks in their business's foundation; (b) skeletons in their closet; and (c) potential red flags which would either (i) make their business unsellable; or alternatively (ii) result in an insultingly low offer.
With 70-80% of most business owners' net worth tethered their company, and only 5% of business owners happy with the net results of the sale of their business, business owners use this assessment to calculate the minimum value they would need to sell their company to be able sustain their desired lifestyle after exiting their business.
For those business owners who want to calculate the difference between their company's current business value (e.g., Enterprise Value) and the business's potential business valuation if they were to perform at best-in-class levels in relation to EBITDA.
Calculate the difference between a business's current profitability and the potential profitability it could achieve when operating at a best-in-class level.
Prepare your business to have a solid foundation we will be able to build on later by eliminating or reducing your identified risks.
Using your customized project roadmap generated from the In-Depth Business Risk & Opportunity Assessment, your first 12 months, utilizing 90-day sprints, will be exclusively dedicated to implementing industry best practices and completing all Level 1: PROTECT projects.
With 50% of buyer's rescinding their offers/LOIs during the due diligence phase, why not proactively run through a due diligence practice well in advance of an actual due diligence so you can identify all potential deal-killing risks and then still have time to resolve them or, at a minimum, develop a plan to eliminate or reduce their potential perceived risk by a future buyer.
Run your company utilizing proven cash flow allocations strategies based on your business's respective tiered Targeted Allocation Percentages (TAPs), utilizing different accounts for at least:
Now that you've created a solid foundation, it's time to start focusing on building your business' enterprise value
Transform your successful company into a significant business by strategically prioritizing, targeting and completing focused value growth projects.
Now that you've created a Significant Company, it's time to prepare to sift through unsolicited or solicited offers to purchase your business
Customized strategic services to evaluate and achieve the desired result.
Add a footnote if this applies to your business
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