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

We are a boutique consulting firm helping business owners like you attain maximum value thru operational excellence, value growth and strategic planning as you plan towards a transition or succession. We help business owners with internal transitions to family or sale to employees through an employee stock ownership plan (ESOP). If a sale to an outside buyer is the most appropriate solution, we help identify potential outside buyer(s) and manage all phases of the transaction.

We Work with You and Your Company Before, During and After your Transition

Growth & Value Strategies form a true foundation for your business, delivering strategic insight you, management & your board can utilize to make vital decisions that lead to lower risk, sustainable growth, higher profits & higher enterprise value, no matter the industry.
>> FMI, Click Here

Transition and Succession Planning Bullet Point for Web.jpg

Designing a formal transition & succession plan while creating a transferable business that best meets your, your family’s and your company’s goals & needs.  We work with internal transitions such as ESOP implementation, family transitions, external sales.
>> FMI, Click Here

Merger and Acquisition Consulting Bullet Point for Web.jpg

Guiding you through the world of M&A, taking you and your company through the intricate transfer process. We identify potential buyers that meet all your objectives, create your CIM, prepare your LOI, go thru due diligence and successfully close the deal for you.
>> FMI, Click Here


With millions of business owners facing retirement in the next 10 years:

  • An overwhelming majority plans to fund their entire retirement from ONLY the sale of their business;

  • An overwhelming majority may not know their business’s true worth OR have a predetermined, unrealistic value;

  • An alarming majority don’t have a true succession plan in place!

Transforming Good Companies into Great Enterprises

All Inquiries are Kept Strictly Confidential