From the results of the Owner/Owner Family, Owner/Executive Team, and/or Business Team Tactical Planning Meetings the owner finalizes which enhancement initiatives will be implemented and in what order. Together we create efficient, targeted implementation plans to ensure the buy-in, empowerment, and alignment of all stakeholders.
Through your current advisors and any that we may jointly identify, we facilitate the implementation of your Enhancement Initiatives to realize the unrealized business value.
Our client’s goals and needs vary, but often include a selection of the following:
- Risk Mitigation
- Disaster Recovery
- Contingency Plan
- Insurance Review
- Contracts Review
- Profitability and Cash Flow
- Financial Reporting
- Process Improvement & Internal Controls
- Inventory Management
- Lean Manufacturing
- IT Systems Implementation
- Vendor Relationship Management
- Sales & Marketing
- Brand Strategy and Development
- Compelling Message
- Customer Relationship Management
- Human Resources/Culture
- Leadership Training
- Perspectives Program
- Policies & Procedures
- Risk Management
- Crisis Management/Turnarounds
- Metrics Development
- Legal Review and Planning
- Tax Review and Planning
Additionally, we coordinate and/or facilitate your personal planning team in the areas of asset protection, risk mitigation, financial/estate/tax planning, and philanthropy.
The Enhancement Initiatives are implemented over 1 or more 90 day sprints.
As Enhancement Initiatives are being implemented, risk is being mitigated and value is now realized, we jointly focus on developing a transition plan that supports the business owner’s vision for the business and their family.
The growth of a company through the Stages of Business is dependent on the owners, leaders, and team. As control and execution passes from the business owner through leadership and down to the team, business value is enhanced.