Most businesses operate in the past. Using historical financial data allows us to see what worked and what didn’t work but does very little to help us make real time adjustments to our strategies and actions. Forecasting and Profitability Modeling allow us to predict the future and provide insight into the shifts we need to make to achieve our Mission & Vision. In addition, predictive metrics help, not only at a corporate level, but provide departments and individuals targets for success and growth.

The first step in the achievement of any goal is to know your starting point. Our team of experts, along with a variety of valuation tools and data, 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.

Many businesses are successful as the result of the intellectual capital carried by the owner and long-time employees. Unfortunately, transitioning this intellectual capital to the next generation becomes difficult when systems and processes are not “written down” or captured in a formal training program. Using our expertise in process development, we can help turn intellectual capital into rich process documentation and formal training programs.

One of the most difficult challenges during a business transition is the transition of leadership. Often times, outgoing founders/owners have not had/taken the time to train/mentor the incoming generation on what it takes to lead the organization forward. Even more critical, there is the fundamental question of how you transfer decades of experience in a matter of months or years. Our leadership training program, along with the other aspects of our Transition Planning and Implementation Process, form a comprehensive system to drastically increase the success and longevity of the organization far into the future.