Business Advisory Services

Empowering Your Business to Thrive While Also Delivering Stability in Chaos

Our Business Advisory Services are designed to help you optimize every facet of your business operations. Focused on small businesses and small enterprises (<$75M) our expert guidance helps you streamline processes to prepare your business for growth or sale.

Whether it’s optimizing operations, navigating financial uncertainty, staying motivated during a divorce, determining what’s next, completing that task that’s holding you back, or preparing for sale, we guide you through these challenges for long-term success.

 

Core Services

Operational Efficiency

Our expertise in streamlining operations stems from managing global supply chains and optimizing resource allocation across diverse industries. We identify inefficiencies and implement practical solutions that reduce costs, enhance productivity, and fortify your operational framework, drawing from real-world experiences of boosting revenue and EBITDA significantly in past ventures.

Busness Planning and Strategy

With years of firsthand experience managing complex business structures and navigating global operations, we offer tailored business planning and strategy services that align with your goals for sustainable growth. Leveraging lessons learned from scaling and advising multiple businesses, we create actionable roadmaps that address challenges, seize opportunities, and drive performance.

Growth Preparation

Preparing your business for growth involves strategic insight honed through firsthand leadership in scaling businesses and managing transitions. We assess your current position, pinpoint growth opportunities, and implement scalable strategies to prepare your business for increased demand and evolving market conditions, ensuring sustained, profitable expansion.

Exit and Sale Planning

Much like selling a house, preparing your business for sale requires careful planning and execution. Having successfully led multiple businesses through the sale process, including negotiating high-value transactions and monetizing IP assets, we guide you in exit and sale planning to maximize value. Our approach ensures your business is well-positioned to attract buyers, streamline the sale, and secure your legacy, leveraging real-world experience to make your transition seamless.

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Successes

Increased revenue in multiple businesses by 50%+ within 2 years and boosted EBITA in one business by 200%+.
Leveraged the strength of the brand's trademark to secure a 50% premium on the acquisition price of a small business.
Identified over $2 million in cost savings by aggregating enterprise financials.
Saved CEO 10-15 hours per week by developing tools and processes that addressed operational inefficiencies.