CARE TO KNOW PLANNING

When entrepreneurs are referred to us, many of the conversations they’ve already had about business transition have not addressed the design of the transition itself. The topic has been prematurely narrowed: keep versus sell.

In contrast, we believe the greatest potential lies in transitioning from a Wisdom-driven Business which generates cash flow to fund livelihoods, to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if owners decide to sell.

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. For those who decide to sell to an outside buyer, the Enhancements are impactful in commanding higher value.

We help closely-held businesses advance through the stages of business with Our Engagements including:

founders group