SUCCESSFUL SUCCESSION PLANNING IS ABOUT MAXIMIZING VALUE
Through insights and planning you can maximize the value of your business now, and increase the likelihood of a successful succession or sale later, when the time comes for your inevitable exit. Our 3-step process leads to deep insights, where we find the current value, gaps, missing links and risk factors in your business and personal finances. We take a layered view of your business; it's structure, value, plus factor in your personal and family situation. Our Central Documents Registry helps aggregate all of the supporting documentation for your business in one place, easily accessible, anytime. A big picture view built by focusing on details.
how we Increase THE VALUE OF YOUR COMPANY
Through expert guidance we'll identify areas of improvement. And, ways to close the value gap between what you want to walk away with and what your business is worth. Our process is just three steps leading to an accurate picture of your personal and business options:
The value enhancement Framework
- Find out what your business is worth
- Determine goals
- Identify what is missing in business to maximize value
- Accelerate business value through structural improvements and derisking
3. Your Plan, Your Way.
- We help you determine what’s right for you: sell, partner, grow or keep your business
Learn more about the Strategic Succession Value Enhancement Framework.
The BEST EXPERTISE AND TOOLS AVAILABLE
OUR PARTNERS: THE TRUSTED ADVISOR™ NETWORK
Your business is at the centre of our network.
Our network of partners complements our core services. We facilitate their engagement and the process by providing key knowledge, advice, and support all around. Find out more about the Trusted Advisor™ Network.