Business Consulting & EXIT PLANNING
Our strategy, operations and financial consulting services focus on improving the value of your business. Our services can be tailored to meet your needs – from objective evaluations to working side-by-side with your staff, we are comfortable with hands-on detail management, business planning and implementation.
Kelly and Mike have helped many companies transition owner equity to the next generation, turn operations around from losses to profitability, as well as plan and execute growth strategies.
Our services include:
- Financial Forecasts: We develop detailed financial forecasts to validate key growth assumptions as well as project cash flow and capital needs.
- Competitive Analysis and Financial Benchmarking: Our benchmark studies compare your company to others in the industry to assess strengths and weaknesses as well as identify opportunities for improvement.
- Exit Planning and Transaction Assistance: We assist owners develop a transition plan to exit from their business, from valuing the business to developing an action plan and identifying transition options.
- Profitability Improvement: We help companies increase profitability through an in-depth analysis of product/customer profitability, organizational realignment and/or cost reduction programs.
- Expansion Strategies and Implementation: We can help formulate a vision of the future and a develop a plan to translate the vision into a reality.
- Turnaround Assistance: We help companies find a path to profitability by assessing the viability of the business model, projecting cash flow, developing short-term solutions, unlocking cash and developing a longer term plan.
Download or view the Exit Planning Process (PDF).