what we do solutions

Under Business Advisory Services we categorize our services 7 ways, although how these services are applied depend on the specific need of the client. Our ideal client has revenues in excess of $2 million annually with at least a 5 year operating history. We will entertain start-ups from time-to-time, especially if they are brought to us by a serial entrepreneur and they are reasonably capitalized.

SERVICE CATEGORIES:

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• [1] Coordinated Business/Personal Strategic Plan.
Here we identify the needs of the owner and the resources of the business, then create a strategic plan for the two to meet. A common implementation includes determining what the company needs to be worth at the owner’s target retirement date so that the business plus outside assets will meet the owner’s retirement cash flow goal. We then prepare a strategic plan so that the owner’s retirement goal will be met.


• [2] Growth Strategy Plan.
Once a target is set, we evaluate and plan strategies for business growth, looking at both vertical and horizontal growth. Vertical growth includes capturing a larger portion of the market, spreading geographically, and purchasing or merging with related companies for synergy and market share. Horizontal growth means diversifying income sources (new lines or services). This may be achieved by internally developing and marketing these new products/services or by purchasing or merging with ancillary companies to bring in these new services or products. In either case, implementation and integration has to be planned and performed.


• [3] Capital Finance Plan.
We provide advocacy for the business owner as new capital is brought into the company. Whether through loans, equity sales, or cash flow reinvestment, our perspective is in the owner's best interest. Additionally, we examine how to make the business more attractive to the capital source in order to optimize capital availability.


• [4] Exit Planning.
This is further implementation of the strategic plans made earlier to ensure the business' valuation matches the owner's needs. Exit methods are filtered for efficacy. We assist in the negotiations to structure the exit and advocate for the owner.


• [5] Advisory Board Design and Review.
Ongoing oversight is necessary during growth, consolidation, or transfer stages of a business. We assist with the formation of a board structure and introduce potential members so that an advisory board exists that will add value to the owner and to any future stakeholders.


• [6] Business Valuation.
The purpose of a business valuation determines the end goal of the valuation. We provide valuations to estimate and reduce tax effects, provide a target for protection strategies, and identify a reasonable expectation around which a sale or transfer can be negotiated. We benchmark the business to peers in its industry of similar revenue levels to determine the business’ strengths and weaknesses. The strengths and weaknesses support strategic plans and identify additional benefits to market to suitors.


• [7] Advocacy Banking Services.
We facilitate the owner's negotiations with capital and debt sources. We may either screen the various sources or identify new sources. A major portion of this service is integrating the terms of the new capital or debt into ongoing operations to protect business value and potentially leverage benefits for the owner (or seller).