About Us

We work with businesses and organizations in a transition: buying, selling, dividing, funding or transferring. We take the guesswork and ambiguity out of it so you can make the right decisions and everyone gets the best outcome possible.

For Businesses

How we work with Businesses

Step 1: Clarify Preferred Outcome During this phase, the goal is to understand the business owner's goals:

Consultation and Goal Definition
Engage in in-depth discussions with the business owner to uncover their objectives and desired outcomes.

Clarify their purpose, whether it’s selling/buying a business, splitting the business for a divorce or shareholder dispute, getting funding, gifting a portion of their business to their family, developing tax strategies or strategizing to maximize the value of their business.

Outcome Definition
Clearly articulate and document the preferred outcome, ensuring alignment between the business owner’s vision and the project’s goals.

Step 2: Figure Out Where We Are Right Now (Valuation) We evaluate the current state of the business to establish a baseline:

Business or Asset Valuation
Conduct a comprehensive valuation of the business or specific assets to understand their current worth.
Utilize financial data, market analysis, and industry benchmarks for an accurate assessment.

Financial Health Check
Analyze financial statements, cash flow, and profitability to gain insights into the business’s financial health and stability.

Step 3: Develop a Strategic Plan We create a strategic plan that outlines actionable steps to achieve the desired outcome:

SWOT Analysis
Perform a thorough SWOT analysis to identify the business’s strengths, weaknesses, opportunities, and threats.
This analysis forms the basis for strategic decision-making.

Risk Assessment and Mitigation
Identify potential internal and external risks that could impact the plan’s success.
Develop strategies to mitigate these risks and establish contingency plans.

After this three-step process, we can assist you in putting the strategic plan into action, leveraging the available expertise and resources within your team. We can also refer trusted advisors and consultants to help you achieve your goals.

For Non Profit Organizations

How we work with Non Profit Organizations

Step 1: Clarify Preferred Outcome In this phase, the goal is to understand the non-profit's goals and aspirations:

Consultation and Goal Definition
Engage in thorough discussions with key stakeholders of the non-profit to understand their mission, vision, and objectives.
Clarify their desired outcomes, whether it’s securing grants, fundraising, obtaining sponsorships, or achieving specific programmatic goals.

Outcome Definition
Clearly define and document the preferred outcome, ensuring alignment between the non-profit’s mission and the project’s goals.

Step 2: Evaluate Needs We assess the non-profit's current needs and requirements:

Comprehensive Needs Assessment
Conduct a thorough evaluation of the non-profit’s needs, whether it’s related to grant writing, fundraising strategies, sponsorship opportunities, program development, or other areas.

Identify Resource Gaps
Identify gaps in resources, whether it’s funding, expertise, technology, or partnerships, that are required to achieve the desired outcomes.

Step 3: Develop and Implement Strategic Plan We create a strategic plan that outlines actionable steps to achieve the desired outcomes

Objective Setting and Roadmap
Define clear and measurable objectives aligned with the preferred outcomes.
Develop a comprehensive roadmap that outlines the sequence of actions required to achieve these objectives.
Plan Implementation
Put the plan into action, whether it’s grant writing, sponsorships, or obtaining partnerships and collaboration

By following this 3-step process, non-profit organizations can work collaboratively with your team to define their goals, assess their needs, create a comprehensive strategic plan, and execute that plan with the necessary expertise and resources to achieve their desired outcomes.