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Transform Your Company from Good to Great

If you’re looking to uncover more business potential, we organize, optimize and actualize real opportunity.

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Maximizing Value Through Operational Excellence

What does it take to transform a good company into a great enterprise? How do you prepare for an acquisition, transition or sale? Insight. ROI Cubed helps partners and business owners like you uncover maximum enterprise value with clear strategies for your objectives.

Transforming Good Companies into Great Enterprises®

Our mission is more than aspirational. It’s a proven, trusted and transformational process that enhances operations through comprehensive analysis and business optimization.

We work to maximize profitability, increase valuation potential and prepare established businesses for transitions, acquisitions or profitable exits.

Business Growth and Value Strategies

Gain clarity, minimize risk, increase profitability and implement a strategic vision for stability and growth supported by industry benchmarks. We help your company command the highest profitability potential and create lasting value with mastery of Key Business Value Indicators.
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Transitions and Succession Planning

Your people and processes make your business unique. But what happens in your incapacity or absence? Planning and preparing a smooth transition for your business isn’t just smart, it’s vital to your family, your employees and your local economy. We help assure the going concern of your business in the event of a departure or unforeseen event.
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Mergers and Acquisitions Strategy and Consulting

Growth requires an inevitable entry into the world of Mergers & Acquisitions. We simplify mergers and acquisitions, engaging expertise early in the process for higher acquisition values and increased capital offerings with minimal business disruption. In the art and science that is M&A, we maintain a disciplined approach that mitigates stress and maximizes outcomes.
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Employee Stock Ownership Plans (ESOPs)

ESOPs are more than employee retirement plans and owner exit strategies. From an enterprise optimization standpoint, Employee Stock Ownership Plans can provide tax advantages for owners and improve employee performance and retention. Allocating shares of company stock to employees can promote dedication and support the retirement of your valued teams.
Learn More

Business Growth and Value Strategies

Gain clarity, minimize risk, increase profitability and implement a strategic vision for stability and growth supported by industry benchmarks. We help your company command the highest profitability potential and create lasting value with mastery of Key Business Value Indicators.
Learn More

Transitions and Succession Planning

Your people and processes make your business unique. But what happens in your incapacity or absence? Planning and preparing a smooth transition for your business isn’t just smart, it’s vital to your family, your employees and your local economy. We help assure the going concern of your business in the event of a departure or unforeseen event.
Learn More

Mergers and Acquisitions Strategy and Consulting

Growth requires an inevitable entry into the world of Mergers & Acquisitions. We simplify mergers and acquisitions, engaging expertise early in the process for higher acquisition values and increased capital offerings with minimal business disruption. In the art and science that is M&A, we maintain a disciplined approach that mitigates stress and maximizes outcomes.
Learn More

Employee Stock Ownership Plans (ESOPs)

ESOPs are more than employee retirement plans and owner exit strategies. From an enterprise optimization standpoint, Employee Stock Ownership Plans can provide tax advantages for owners and improve employee performance and retention. Allocating shares of company stock to employees can promote dedication and support the retirement of your valued teams.
Learn More

A Disciplined Approach to Maximizing Enterprise Value

Informed by practical business acumen and supported by professional insights, ROI Cubed works closely with business owners to maximize profits and prepare for eventual transitions. The ROI Cubed team knows that your business needs are more than transactional, more than simply securing the “best possible price.” They are personal. We feel the same.

ROI Cubed President, George Raftopoulos, brings decades of entrepreneurial and operational experience, and a catalog of academic and professional insight, to the evaluation and optimization of your operations. Our diverse and experienced consulting team brings the right insights and relevant expertise to uncovering, improving and realizing new levels of operational excellence for your business.

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More Than Information

Knowledge is more than information. It is the synthesis and sharing of relevant, actionable insights to help you realize operational excellence.