OUR SERVICES
Discover Our Expertise



Increase Your Valuation
What Gets Measured Gets Done
Learn What to Expect and How To Plan
Our Services

1
STRATEGIC EXIT PLANNING CONSULTING
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Financial Model Development
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Current Valuation Model
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Forecast Valuation Model with Quarterly Valuation
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Exit Planning Roadmap
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Review of People, Processes, Technology, Financials, and Operations
Key Benefits:
- Informed decision-making based on robust financial models and market insights.
- Optimized Valuation: Accurate assessment of your business's current and future value, with an execution plan to bridge the gap, and prepare for the sale and diligence process.
2
FINANCIAL FORECAST AND PROJECTION MODELING
1. Current Valuation Model
2. Forecast Valuation Model with Quarterly Roll Forward
Looking to plan for the future? Our Forecast Valuation Model with Quarterly Roll Forward takes into account market trends and predicted changes in cashflow, providing a comprehensive view of your business's projected value.
3
EXIT PLANNING GROUP SESSIONS
Our Exit Planning Group Sessions offer a unique opportunity to connect with other business owners and learn from our experienced team of consultants. Gain access to our monthly group call, where we’ll cover market trends and the latest negotiation techniques. Take advantage of this opportunity to network and gain valuable insights into the exit planning process.