Preparing a Business for Transition
Value Acceleration Methodology in 90 Day Sprints
Preparing a Business for Transition
Value Acceleration Methodology in 90 Day Sprints
Certified Exit Planning Advisor (CEPA), Business Broker. A CEPA will consider ALL exit options, not just a sale to a 3rd party!
Increase Profitability
- Financial Review
- Turnaround Strategies
- Supply chain analysis
- Cash Flow analysis, projections, management
- Operations | Process improvements
- SOPs & Reporting
- Diversify Customer Base
- Enhance Vendor relationships
Increase Business Value
- Valuation of Business
- Assessments
- Readiness of Owner & Business
- Attractiveness of Business
- Risk Management
- Management & Advisory Teams
- Quality of Earnings Analysis
- Risk Mitigation & Contingency Plans
- Development
- Business
- Management & Culture
- Marketing & Brand
- Strategic Plans
Align Personal, Financial, Business Goals
- Exit Planning Checklists
- Tax Planning
- Contingency Planning Business & Personal
- Estate Planning
- Charitable Gift Planning
- Succession Plans
- Aging Journey Plans
Owner, Family, Team
- Strategic Planning for business and life
- Seminars & Workshops
- Freedom Workshops
- Mature Living Prep Series
- Aging Journey Plans reviewed with family
- Business and Family Conflict Resolution
- Review of wills and Trusts (Title Co., Elder Law Attorney reviews)
Understand Exit Choices & Decide on Best Option
- Certified business Valuations
- Transition & Exit
- Options available
- Brokering services
- M&A advisory services
- Preparation for a transfer or sale
- Due Diligence prep work
- Owner transition preparation
- Enhancement of management team for Private Equity Groups
- Exit Planning Checklists
Partnerships
- Advisory Team Partners
- Wealth managers
- Investment bankers
- CPAs
- Attorneys
- Business
- Tax
- Elder Law
- Standard Estate Planning
- Insurance
- Business Coaching and consulting
