Advisory
Our initial work typically starts with one of two approaches depending on the focus and needs of the company.
GROWTH & TRANSITION
ACCELERATE System
If you are exploring paths to growth, considering an ownership transition or simply wanting a fresh perspective on your business - we'd start with our ACCELERATE System. Leveraging years of experience across various industries and business sizes - we give a comprehensive view of the business today to help determine and plan for what's next.
You'll get expert insights on objectives, financial health, team capability, operational efficiency, market positioning, growth opportunities, market value, and risk factors.
The result is a foundational understanding of the business that helps us identify immediate, practical opportunities for growth and improvement.
What do you get? A plan to drive a minimum of "10X" your investment in weeks or months, not years.
How to get started
01: Introductory Call
Contact us to schedule a 30 minute introduction to meet, discuss needs and provide a brief overview of ACCELERATE.
02: Coordination Call
With intent to move forward, 30-minute call to confirm expectations and finalize a schedule.
03: Agreements
Finalize a simple contract.
What to expect
Engagement
Pre-visit kick off call a week prior to gather information followed by 2-5 days with you and, if desired, your team.
Report
Within a week, we'll provide a complete report and discuss our "10X" findings (typically a 1-2 hour review call/meeting).
30 Day Follow-Up
30-minute follow-up to address any outstanding questions and discuss potential paths forward.
Pricing
Our ACCELERATE fee is based on business complexity with 1/3 paid upfront and the remainder paid as a success fee.
M&A INTEGRATION
The INTEGRATE Process
Whether your looking at an aquisition or are already in the process of combining businesses, our INTEGRATE Process is designed to validate your strategy, uncover organizational insights, and build a customized integration plan tailored to your business.
We take the time to understand, from both external and internal perspectives, how ready you are (or aren’t) and recommend actions to close any gaps. The result? A holistic view of the key success factors, all with a sharp focus on value creation.
Our commitment to you: we’ll identify at least 10X our fee in value opportunities. If not, you only pay 1/3.
How to get started
01: Introductory Call
Contact us to schedule a 30 minute introduction to meet, discuss needs and provide a brief overview of INTEGRATE.
02: Coordination Call
With intent to move forward, 30-minute call to confirm expectations and finalize a schedule.
03: Agreements
Finalize a simple contract.
What to expect
Engagement
Pre-visit kick off call a week prior to gather information followed by 2-5 days with you and, if desired, your team.
Report
Within a week, we'll provide a complete report and discuss our "10X" findings (typically a 1-2 hour review call/meeting).
30 Day Follow-Up
30-minute follow-up to address any outstanding questions and discuss potential paths forward.
Pricing
Our INTEGRATE fee is based on business complexity with 1/3 paid upfront and the remainder paid as a success fee.