About the Process
Phase I:
A Roadmap to Improving Business Value
Outcome: A strategic action plan for improvement areas and enhanced value drivers.
Owner's Kick Off Session
Deliverables:
- Self-Assessment: A questionnaire to initiate dialogue with Pat and Jane.
- Zoom Virtual Consultation: Initial dive into your business’s state of preparedness for increasing its value.
- Transition Insight Report: Recap of our discussion highlighting strengths, potential areas for improvement and next steps.
Ownership Planning & Alignment
Deliverables:
- Psychological Readiness and Mindset Assessment
- Advisory Sessions with Pat and Jane
- Collaborative Owner’s Planning Workshop
- Strategic Ownership Requirements for Enhancing Company Value Creation
Understanding buyers & the process of selling a business
Uncover the essentials of business valuation and discover the intricacies of the selling process. Equip yourself to not only enhance annual profitability but also to build enduring wealth.
Deliverables:
- Blueprint for selling a business.
- Key attributes buyers prioritize.
- Actionable insights for continual value creation and profitable operations.
Business Diagnostic & Strategy Insight
Analysis of the strengths and vulnerabilities for enhancing profitability and creating wealth in your business.
These universal drivers lay the foundation. When combined with the unique value drivers specific to your business, they create a holistic diagnostic framework.
- Strategy
- Marketing
- Financial
- Organizational
- Operational
- Growth
Deliverables:
- Comprehensive analysis of opportunities within your organization to improve business value.
- Insights and strategies for continual value creation and profitable operations are identified so they can be included into the Implementation Plan that is developed as part of Phase II.
Phase II:
Transforming Strategy Into Action - Implementation Plan
Outcome: A solid implementation plan, setting you on the path to optimized profitability and value.
Deliverables
Value Drivers Initiatives:
We will assist you in most effectively prioritizing the recommendations from our diagnostic analysis.
Expert Consultation Sessions:
We will provide insight into industry-specific growth avenues and potential challenges while moving through implementation.
Risk Management & Contingency Planning:
We will help you anticipate and prepare for potential challenges, ensuring smooth strategy execution.
Resource Allocation Advice:
We will make recommendations to manage financial and human resources effectively.
Progress Review Meetings:
We will meet regularly to ensure alignment and adjust strategies.
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