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

We encourage early adoption of strategic thinking and planning

Adoption of business and founding family vision and purposes

We identify the key value drivers of the business and risks that enhance or impede growth of the equity value.

  • Develop the game plan for leveraging these.  This starts with interviews and intakes, and identifying the right team of aligned advisers.
  • 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.