ROI-Cubed - Value Growth, Business Exit Planning, Mergers & Acquisitions consulting

A boutique consulting firm helping business owners like you attain maximum value thru operational excellence, value growth and planning for your eventual succession through internal transitions such as ESOP or external sale.  We work with you and your company before, during and after your transition.

Growth and value strategies will form a true foundation for your business, delivering strategic insight you, management and your board can utilize to make vital decisions that will lead to lower risk, higher profits and higher enterprise value, no matter what industry you're in.
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Designing a formal transition & succession plan while creating a transferable business that will best meet your, your family’s and your company’s needs.  We work with owners on internal transitions such as ESOP implementation, family transitions, and external sales.
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Guiding you through the world of M&A, taking you and your company through the intricate transfer process. We identify potential buyers in order to meet all your objectives, create your CIM, prepare your LOI, go thru due diligence and will help close the deal for you.
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With over 10 million business owners facing retirement in the next 10 years:

  • Over 90% plan to fund their entire retirement from only the sale of their business;
  • Over 90% may not know what their business is truly worth or have a predetermined and unrealistic value;
  • Over 70% don’t have a true succession plan in place.

Helping you and your company attain the highest possible return on your biggest investment - the business YOU built.  All Inquiries are Kept Strictly Confidential.