CARE TO KNOW PLANNING
We begin with thorough diagnostics. First comes a true valuation process conducted by our credentialed valuation professionals. This offers a realistic picture of your company’s value from a buyer’s perspective. Second, we conduct assessments in two distinct areas: attractiveness and readiness. These diagnostics solidly benchmark your starting point.
Now, we’re poised to create your Value-driven Business. We move into strategic and tactical planning, conducting full-day clarity and consensus-building sessions with you and your key lieutenants.
One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. When the full team has clarity and agreement around the Expectation Gaps, momentum drives us to the next phase. We identify and prioritize Enhancement Initiatives: facilitated 90-day sprints that directly increase the value of your business. Importantly, we implement together, working closely with you and your key people to achieve aspired results.
By driving for increase in value, we expand your choices. Those who decide to keep the business find that the Enhancements that increase value likewise improve workplace dynamics and drive cash flow. For those who choose to transition the business internally, the Enhancements stabilize the company to thrive financially during and after the transition.
Ultimately, Care to Know reminds you that you have a choice to gear up or back away. If the choice is to gear up for sale, our model helps you navigate choices around internal versus external, and in whole or in part. It helps ensure you sell at the prime time and for the highest value. Many of our clients remark that our model converted their murky fear of the unknown to a cathartic sense of clarity. They find that the relationship itself gives them a place to think.
We help closely-held businesses advance through the stages of business with Our Engagements including:
- The Process
- Current State
Assess business attractiveness, business and
personal readiness, and valuation.
- Future Vision
Solidify the gaps, concerns, and opportunities
for your family and your business. Empower
your team to develop the implementation plan.
- Enhancement Initiatives
Deploy a systematic process to address targeted
improvements which increases personal and
- The Decision
When the business is attractive and ready, realize
the options and possibilities for your business,
employees, and family.