Business Advisory

Running a business requires constant analysis and strategic adjustments to ensure growth and stability. Our business advisory services provide you with actionable insights and expert guidance to navigate the challenges of entrepreneurship. From assessing financial performance to improving operational efficiency, we offer tailored strategies designed to drive results.

Individually, successful low to mid-market business owners are as unique and diverse as the stars in the sky or the pebbles of sand on the beach. But, dig under the surface, and there are common traits that drive their success:

1. Risk-Threshold 

2. High level of Innovation 

3. Need to achievement

4. Resilience to ambiguity

5. Need for control

Research consistently identifies these traits among business owners that reach the low to mid-market business threshold (~30% of all startups) or an even smaller percentage. To close the gap, most advisors focus on their area of expertise, using data and information to persuade owners to engage. However, this method can be inefficient for moving owners to action. Some advisors have learned the art of coaching, counseling, and conflict resolution to be more effective. The trade-off is increased relational intensity and delays, with no guarantees of achieving the desired results.

Our approach measures primary behaviors such as:

1. Occupation - Identity Fusion (along a continuum from separation to fusion)

2. Relationship to Change (along a continuum from Adaption to Innovation)

Secondary behaviors include:

3. Self-Sentience (SS)

4. Work-life Equilibrium (WLE)

5. Post Exit Outcomes (PEO)

By examining the interplay between these behaviors, owners and advisors can appreciate the degree of change required (if any) to prepare the owner for a successful transition. With this insight, advisors can turn to three levers of change and examine the relative strength and weakness of the owner’s SA, WLB, and PER. These indicators allow us to guide advisors and owners using appreciative inquiry and reflective questions to prepare the owner for a successful transition.

Our business advisory services include a comprehensive Business Planning - Implementation & Execution process. This involves a detailed report and collaboration opportunity for business owners, providing a comprehensive analysis of their business. This process increases awareness of gaps (wealth, profit, and value) to enterprise value and produces a specific plan to de-risk the business along a visual timeline, ultimately increasing enterprise value.

Our Process Includes Producing

Eight (8) types of analysis:

  1. Financial Analysis

  2. Trend Analysis

  3. Breakeven Analysis

  4. Cash Flow Analysis

  5. Revenue to Cash Analysis

  6. Benchmarking Analysis

  7. Profit Gap Analysis

  8. Economic Profit Analysis

Three (3) Financial Scorecard Cards:

  1. Financial Scorecard

  2. Credit Risk Scorecard

  3. Beta Factor Scorecard

Valuation Summary:

  1. Enterprise Value

  2. Potential Value

This process provides a clear and collaborative formula that offers a roadmap and the ability to assign ownership tasks to each member of the owner’s internal team for each necessary project, producing real-time results and increasing the business's value.

Time Commitment:

One hour for financial input financial risk profile

Two hours for questionnaire non-financial risk profile of the owner and core staff

Our advisory services equip you with expert advice on everything from mergers and acquisitions to organizational design and management. With our guidance, you’ll be prepared to create a sustainable business model that aligns with your vision and harvesting long-term value.

Enhance the value of your business and create the plan needed for improvement by engaging in our comprehensive advisory services. Take the first step towards sustainable growth and strategic success.