Our Multi-Step process will help you understand and align your personal, financial, and business goals in order to harvest the maximum value from your business:
- Identify Value: Using recasted financials and market data to identify the range of value of your business on the open market.
- Protect Value: Implementing a risk management strategy to protect the value of your business if something were to happen prior to your exit.
- Build Value: Improving your business efficiency and management processes to increase your intangible value which leads to a higher multiple.
- Harvest Value: Deciding when and how to exit your business and which exit option to use to maximize value on the best terms for you and your family.
- Manage Value: Developing a plan to manage assets, risks, and retirement income after your exit.