Bridge to the Next Chapter: A Good Succession Strategy is Good Business Strategy
Bridge to the Next Chapter: A Good Succession Strategy is Good Business Strategy
Value Acceleration | Advisory Services| Valuations | Commercial Real Estate

90 Day Sprints


We advocate the use of Profit Acceleration and Value Builder methodologies

to focus on the 8 drivers of value in 40 areas of business to create a business ready to exit at a higher value.


During the (2) Day offsite planning event, your leadership team will build an annual Strategic Plan, followed by quarterly . 

This includes an overview of SOPs, KPI tracking, and all value engines for growth, fulfillment and implementation, used to define the Quarterly Strategic Plans and track progress against the plan. 


The annual planning meeting will consist of up to 10 participants in one group 

or broken into smaller breakout sessions with different departments if your business is large enough. 


There is a base fee of $7500 which includes 

all materials for 10 participants, and all travel expenses within the 48 contiguous US States*.


*Each additional participant: $300 
Multiple department breakout sessions leading to more than 10 total participants or
requiring different types of materials will incur additional fees.
Travel outside of the contiguous USA could incur additional charges 

Call to customize your package
801.544.6829

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Annual Strategic Planning for 10 participants