Our initial goal is Transforming Good Companies into Great Enterprises™.

We begin with an assessment of your company and an evaluation of the Key Business Value Indicators.  Most businesses only master up to 6 of them at any one time, yet there are 16.  A company that commands the highest profitability potential and the highest potential value at the time of a transaction has mastered all 16.

As trusted value growth advisers, we provide business owners, management and the company's board an assessment that will serve as a foundation to minimize risk, increase profits and eventually result in a higher intrinsic value.  Our assessment will help deliver vital information for maximizing profits and value whether you're looking to attract additional capital for growth or for an eventual succession from the business.  We deliver a process and roadmap with accountable steps and work with you to implement positive change in your company.

Our consulting services:

  • Help you design an overall strategic vision and growth plan;

  • Benchmark key indicators for your particular business;

  • Create a business and marketing plan that eventually may become part of an offering memorandum should you decide to sell the company (see our M&A services);

  • Address partnership issues and design a proper buy/sell agreement;

  • Help you and your management team work in a more cohesive and profitable operation with the least risk given your particular industry.

  • For companies looking to obtain ISO 9001:2015 registration, our assessment can help identify important process improvements and prepare you for certification.