Solutions 2019-06-07T15:16:43-07:00

Solutions

We work with you from strategy to action – with a relentless passion for results.

Whether you’re a mid-sized business going through strategic inflection points in your growth, an earlier stage company on a rapid growth trajectory, or late stage ready for exit or succession we provide a variety of solutions to help you achieve your goals.

Areas of Expertise

Strategic Planning

Express, reconcile and document your vision for the future of your business.

BUILD A PLAN

Transition Planning

Don’t leave your personal, business, and financial future to chance.

DESIGN YOUR FUTURE

Business Health & Value Growth

Break out of the status quo, maximize market value, and reconnect with the joy of owning your business.

GROW NOW

Coaching & Leadership

Create superstars from within your organization while attracting top talent.

CREATE CULTURE

STRATEGIC PLANNING

Express, Reconcile and Document Your Vision for the Future

Strategic Planning, in concept, is relatively straight forward – you set goals, determine the actions to achieve those goals, then mobilizing the resources to follow through on the actions. Simple. Unfortunately, many businesses don’t operate throughout the year from a well thought out, documented, and communicated strategic plan.

Getting a team to work for a common vision, mission, and goals not only adds efficiency, ownership and accountability, and purpose, most organizations experience a major up-tic in fun as well.

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Our Strategic Planning process produces a 3 to 5 year working plan, complete with:

  • Vision, mission, values
  • Company goals and benchmarks
  • Defined competitive advantage
  • Strategic directives
  • SWOT analysis
  • Plan for short and long term growth

TRANSITION PLANNING

Don’t leave your personal, business, and financial future to chance.

We know that all business owners exit their business at some point in time and the timeline on that exit varies. To maximize value and experience a smoother, less chaotic transition, the earlier you start planning, the better. Our Engagement is designed for business owners with a minimum of two years to exit with the greatest results achieved with five or more years.  Along the way, the business is easier to run, produces maximum profitability, has low risk, and gives the owner the freedom to choose when, how, and to whom they exit.

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We understand that every businesses’ needs are different and therefore offer an array of advisory services to meet those needs:

  • Strategic Advisory
  • Implementation of Value Growth Directives
  • Financing Support
  • Professional Services Advisory
  • Board Support
  • Exit Planning Institute Member
  • Certified Exit Planning Advisor (CEPA)

BUSINESS HEALTH & VALUE GROWTH

We know what it takes to maximize your business’ value.

If you are thinking about exiting your business in two to five years and are looking to exit on your own terms, our focus on winning and breaking your business out of the status quo will help create a smooth transition for you.

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We offer tools, methodologies, and training that maximizes organizational output, regardless of staff size or industry.

Strategic Planning 2018-03-27T21:24:37-07:00

Using our unique Strategic Planning Process, develop your 3 to 5 year growth and scalability plan, anchor the plan by defining your Vision, Mission, and Values, and engage your team in the implementation in order to achieve the potential of your business.

Sales/Revenue Growth 2018-03-27T21:30:28-07:00

Our team of sales professionals can help you accelerate top line growth by addressing these two areas:

  • The enhancements of your systems – Sales Process, Pitch, Metrics, Tracking, etc.
  • The efficacy of your people – Skills, Motivation, Accountability, etc.
Financial Forecasting & Modeling 2018-03-27T21:25:11-07:00

Our team of financial professionals can help you develop accurate and meaningful forecasts and models with which to manage and drive profitable growth.

Enterprise Value Benchmarking 2018-03-27T21:25:26-07:00

The first step in the achievement of any goal is to know your starting point. Our team of experts, along with InfoVera’s Total Enterprise Value Opportunity (TEVO) tool, can help you determine the current value of your business, the growth opportunities available in your industry, and what areas of your business you should focus on to maximize value and reduce risk.

Culture Development 2018-03-27T21:25:31-07:00

From the establishment of intentional culture (creating your culture vs. being at the mercy of your culture) to individual and group trainings (board, ownership, management, and staff), with a focus on the alignment of your people with your vision and mission, we have a diverse set of offerings to help you and your team find inspiration and ignite performance.

COACHING & LEADERSHIP DEVELOPMENT

According to a recent global survey by PricewaterhouseCoopers and the Association Resource Centre, the mean return on investment in coaching was 7 times the initial investment, and over a quarter of coaching clients reported a stunning ROI of 10 to 49 times the cost. From the establishment of intentional culture (creating your culture vs. being at the mercy of your culture) to individual and group trainings (board, ownership, management, and staff), with a focus on the alignment of your people with your vision and mission, we have a diverse set of offerings to help you and your team find inspiration and ignite performance.

Discover how we can take your team to the next level

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