We help business owners develop and implement plans to take businesses to the next level they need to close the financial and value gap between where they are today and where they want to be in the future.  We focus on the following:

  • What is to be done, by whom, and when.

  • Which business professionals (attorneys, CPAs, and others) to retain to help owners grow business value.

  • Coordination of all the players to accomplish the business owner’s goals.

Business Value can be divided into three areas: building value, protecting value, and minimizing income taxes.

Building Value

When considering building value, we first will ask, “What do you, as the owner, need to do to create a successful company that can operate without you?” Topics include developing a market focus, creating a top management team, and adopting a proper financial focus and corresponding policies.

What attributes have the greatest impact on the value of a business? These characteristics are known as Value Drivers. Some of the most impactful include:

  • A stable and motivated management team.

  • Operating systems that improve cash flow sustainability.

  • Understanding and nurturing the company’s competitive advantage.

  • A solid and diversified customer base.

  • A realistic growth strategy.

  • Effective financial controls.

  • Good and improving cash flow.

Protecting Value

Businesses must be protected from both internal and external threats. Owners must proactively identify threats and how to avoid them before they happen, or risk the expense and disruption of damage control. Proactive measures include protecting propriety information; preventing departing employees from taking customers, employees, and business relationships; and anticipating and evaluating external threats to owners’ companies.

Minimizing Income Taxes

Cash flow is the lifeblood of every business, and therefore the best indicator of value. We examine how to preserve cash flow and value from income taxation (legally, of course). Each tax-efficient design and the tools used to implement those designs usually have disadvantages along with their advantages. We work with your tax and financial professionals to minimize taxes making those funds available for improved cash flow..