Initial Assessment
We want to work with committed clients who are ready to make a change and improve their business. While we offer the four distinct services described below, each begins with a strategic business analysis of your current financial, marketing, and operational situation. Together we will get clear on your goals and create a path forward to improve the performance of your business. For a one-time fee of $450 we will complete a Strategic Business Analysis to provide insights and recommendations for you and your business. After this initial assessment, we will propose a plan of action to improve your business, although there is no further obligation on your part. Even if you decide not to hire us beyond the initial assessment, you still receive valuable analysis, insights, and suggestions to take your business to the next level.
Benefits
As a result of this initial assessment, you will gain several immediate benefits:
1. Learn and discuss factors that lead to a 70% higher business valuation
2. Learn a simple formula to double your net income
3. Identify specific areas of operational weakness
4. Discover best practices to improve every area of your company
5. Become familiar with the strategic planning process
1. Learn and discuss factors that lead to a 70% higher business valuation
2. Learn a simple formula to double your net income
3. Identify specific areas of operational weakness
4. Discover best practices to improve every area of your company
5. Become familiar with the strategic planning process
Get Started Now !
Services
STRATEGIC CONSULTING is a management advisory service for companies that want to build value in their enterprise, implement best practices and increase net income. This service is only for existing businesses with employees.
BUSINESS BROKERAGE services include an initial financial analysis to determine estimated value of your business. Also, we develop a marketing proposal for your business and target likely buyers. We provide direction and guidance during the entire process from initial listing through due diligence, the closing, and beyond. We work with buyers and sellers.
INVESTMENT MANAGEMENT is a portfolio management service for individuals with $50,000 or more to invest. We provide an annual portfolio analysis report, quarterly re-balancing, and monthly reporting.
ENTREPRENEUR COACHING is for start-up or existing businesses that want to tackle strategic issues including business planning, marketing strategies and financial options. Meetings can be face to face, via web or phone. Includes two 45 minute meetings per month and unlimited email support.
BUSINESS BROKERAGE services include an initial financial analysis to determine estimated value of your business. Also, we develop a marketing proposal for your business and target likely buyers. We provide direction and guidance during the entire process from initial listing through due diligence, the closing, and beyond. We work with buyers and sellers.
INVESTMENT MANAGEMENT is a portfolio management service for individuals with $50,000 or more to invest. We provide an annual portfolio analysis report, quarterly re-balancing, and monthly reporting.
ENTREPRENEUR COACHING is for start-up or existing businesses that want to tackle strategic issues including business planning, marketing strategies and financial options. Meetings can be face to face, via web or phone. Includes two 45 minute meetings per month and unlimited email support.
