A business with $12million and $49million in sales

CONGRATULATIONS!   YOU’VE MADE IT INTO THE RAREFIED SPACE OF BEING A ENDURING BUSINESS.

Now, its time to begin to learn to adopt some new habit that ensure viability and a healthy community of family, staff and advisers.

Early adoption of strategic thinking and planning develops good habits early.

Adoption of working on develop a family vision and purpose enables a founder to have  solid control over the advice of others and alignment of their views to his/her purpose.

We identify the key value drivers of the business and risks that enhance or impede growth of the equity value.  This empowers the founder to know what others around him/her don’t,  sharing these will improve working relationships.

Further Empowerments

  • Develop a strategic game plan to leverage these.
  • Provide the benchmarks to measure the what and how of value drivers.
  • A semi annual review of risk and risk management.
  • At the higher end of this bracket, on going risk management can be formalized on a retained basis.
  • Year end family meetings to integrate and align the vision for next year are recommended.

We can guide you in developing any one or more of these.