We have many tools in our tool chest to help you with solving your challenges and helping you create opportunities.

Our methods have helped several organizations  improve their profits, cashflow, sales, while maximizing business value and preparing businesses for succession and transitions.

Discovery is all about listening to you to understand your challenges/opportunities, discussing approaches, and determining an execution plan whether you are looking to improve, grow, or transition your business.  Learn More!

Business Valuation & Education helps executive and management teams understand how business valuations are determined and what they can focus on to maximize business value and create fantastic profits.  This is completed in a few workshops. We also do business valuations to give you a baseline of where you are at and recommend repeating this yearly to understand the progress your team is making.   Contact us to discuss more.

Business Advisory provides practical, hands-on education, coaching, and leadership to tackle most challenges or opportunities.  This may include lean continuous improvement activities, quality control systems, project management, research to find new markets or product ideas, methods to grow your business, ways to attract and retain employees, and much more.  We also assist organizations in determining whether another organization is a great fit to merge or acquire.  Learn More!

Strategy & Execution – Business Operating System solves many challenges business have by aligning their entire organization, creating a strategy to accelerate growth, provides a communication system from executive leadership to the shop floor and back, establishes metrics to help everyone participate in the success of the organization, provides a project management execution system, and creates a culture people want to be part of.  Learn More!

Interpreting and Improving Financials helps businesses understand their most important performance indicator – their financials.  It helps you understand your trends in your P&L, what is happening on your balance sheet including what your working capital is doing, how well you are running your business based on return on capital, how you can improve your profits and cashflow on 7 key levers in business, gives you a baseline business valuation, and allows us to make projections on how your business will perform based on strategies you plan to accomplish. Learn More!

Exit Strategy, Planning, and Transition helps you create and execute an exit plan while maximizing your business value.  This includes Financial readiness, Personal preparedness, Business readiness and attractiveness, and a business valuation. Learn More!

Business Retreats help free the minds of extremely busy executive and management teams.  We are willing to travel with your team or arrange a business retreat to allow your team to accomplish more and have some fun.  Contact us to discuss more.

We do not do this alone. We collaborate with our clients as they have the most answers along with other advisors, groups, and agencies to find solutions to your challenges.