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Welcome | Holistic Business Advisory Services

You don't wait until you win the championship to start behaving like a champion.

Focus on What's Important

Focus on What's Important

Work on your business instead of just in your business. We've all heard this adage before, but have often or at some point found ourselves too busy working on the urgent-but-not-important (working in your business) instead of the important-but-not-urgent (working on your business).

Everyone is busy, especially business owners. But we encourage our clients to plan for big decisions and challenging conversations ahead of time instead of scrambling to figure it out when the time comes. It's all about creating the most successful possible environment and positioning yourself in that environment when an opportunity presents itself. This is one of the greatest gifts a business owner can give themselves.

You aren't going to wake up one day and find that you suddenly have time. That is, unless you plan for it. The way to deal with important but not urgent tasks like planning for your business's future is to schedule it today. And the way to get time back for yourself is to perform the critical work of learning how to correctly exit your responsibilities within the business. We know how, and we can guide you.

Imagine the ideal business...

  • Imagine a business embodying a harmonious blend of purpose, ethics, and profitability. It is built upon a clear and meaningful mission that transcends mere profit generation, striving to make a positive impact on society and/or the environment. Such a business values high integrity, transparency, and responsible practices in all its operations, from sourcing materials to treating employees, clients, and customers with fairness and respect.

  • This "ideal business", operating with this mentality, fosters a culture of innovation and continuous improvement, adapting to changing market dynamics while maintaining a steadfast commitment to its core values. Not only does it generate sustainable financial returns, it also contributes to the well-being of its employees, the communities it operates in, and the world at large. It seeks to balance profits with purpose, recognizing that long-term success is deeply interconnected with the positive contributions it makes to the world.

  • Now, imagine this is your business.
    • How would you operate differently?
    • Would you be more organized and driven?
    • Would you try expediting growth?

Remember, "champions behave as champions before they are champions". Greatness is never achieved alone. Champions stand on the shoulders of giants; and it should be a given that you excel at what you do.

Organization & Governance

Organization & Governance

Upgrade your business's foundation to make sure your ownership team is structured securely and efficiently.

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Attract, Retain, and Reward key employees. Have a plan for continuation and succession.

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Growth, Process, KPI

Growth, Process, KPI

Create and grow real transferrable value. Increase your business value by understanding your key value drivers. Maximize your most important asset.

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Exit Planning

Exit Planning

Understand your businesses value and your options in the marketplace. Exit successfully when you want, to who you want, for the amount you want.

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Our Multidisciplinary Team Meets You Where You Are

Businesses come to us at all different stages of growth, and with different needs for planning. We'll work together to discover what stage you're in to best determine what you should be getting ready for and how to get there.

Which of the 5 stages is your business in?

1. Startup/Seed Stage

This is the initial phase where the business idea is conceived and developed. This early on, your focus should really be on establishing your product-market fit and on ensuring you have sufficient funds/fundraising efforts to continue.

You don't want to be putting the cart before the horse, here. But there are still some things you should have your eye on.

Your business planning at this stage should include:

  • Corporate Structure, Formation, and Protection
  • Early-Stage Growth Strategy Development and Testing
  • Fundraising and Revenue Planning
  • Business Goals and Vision
  • Company Benefits and Culture
  • Potential Headwinds
  • Market Research
  • Ownership Evolution (Role)
  • Foundational Goals

2. Growth Stage

At this point, the business starts gaining traction in the market, customer base, and revenue. Expansion efforts are focused on increasing market share and building a strong customer relationship.

Your business planning at this stage should include:

  • Everything in the Startup/Seed Stage, plus:
  • Scaling, Growth, and Procedures
  • Planning Amongst Owners, Executives, and Key Employees 
  • Incentive Plans, Retention, and Attraction 
  • Financial Reporting and Tracking 
  • Organization and Governance
  • Mergers and Acquisitions (as a growth strategy)
  • Team Building and Talent Acquisition
  • Cash Flow Analysis
  • Process and System(s) Enhancements
  • Company Valuations
  • Using Business for Financial Leverage
  • Alternative Investments (Growth & Asset Mgmt.)
  • Aligning Actions to Possible Exit Paths
  • Corporate Restructures
  • Executive Protection and Compensation
  • Key Performance Indicators and Activities
  • Universal Goals

3. Expansion Stage

The business expands its operations, often entering new markets or locations. It may involve scaling up production, increasing marketing efforts, and expanding the team.

Your business planning at this stage should include:

  • Everything in the Growth Stage, plus:
  • Value Drivers and Multipliers
  • Awareness Around Transferability
  • Tax Efficiency
  • Risk Mitigation
  • Corporate Restructures (Strategic)
  • Exit and Succession Planning
  • Continuation Planning
  • Trusts and Estates Planning
  • Ownership Evolution (Role & Entity)
  • Begin Identifying "Asset Gaps"
  • Analyze Various Potential Exit Paths
  • Reevaluate Corporate Structure
  • Values-Based Goals

4. Maturity Stage

The business has established a solid position in the market. Growth may slow down, and the focus shifts to maintaining market share, improving efficiency, and optimizing operations.

Your business planning at this stage should include:

  • Everything in the Expansion Stage, plus:
  • Accelerated Transferable Value
  • Compounding Level-Goals
  • Legacy Strategies and Innovation
  • Charitable Giving
  • Overcoming Asset Gaps
  • Using Business for Financial Leverage 2.0
  • Fine-Tuning and Communicating Your Exit's Monetary, Successor, and Duration Goals
  • Mergers and Acquisitions (as an exit strategy)
  • Combining Prior Stage Goals

5. Exit Stage

One or more business owners are ready to sell the company. This could be internally or externally. Hopefully, continuation planning has already been completed at this point. Sometimes the decision is made for you.

There are many reasons for exiting a company, including: profit and financial gain, retirement, lack of interest/burnout, market timing, strategic reasons, capital requirements, health/personal reasons, competitive landscape, changing industry dynamics, succession planning, monetizing intellectual property, divestment, and legal or regulatory factors.

Whichever one or more reasons apply, to maximize efforts, this planning should be designed and illustrated years in advance.

Schedule Time to Get Started

Executing the Business Exit

To be successful in this stage, planning must have already occurred. This is why it's important to schedule time to plan before it's time to execute.

What you should be accomplishing in this stage: 

  • Everything in the Maturity Stage, plus:
  • Implement Your Best Exit Strategy(ies)
  • Maintain Control and Flexibility Throughout Your Exit
  • Achieve Financial Security
  • Accomplish Foundational, Universal, and Values-Based Goals
  • Focus on Your Next Chapter in Life


See What We Can Work On Together

Imagine the Ideal Team...

  • The landscape of business planning has evolved. Our team coordinates a holistic approach, strategically growing and optimizing your business while taking your unique goals, strengths, and potential weaknesses into account.

  • Maybe you've experienced narrowly focused, transactional business advisors in the past. Our approach is comprehensive, detailed, and tangible. Getting to the core purpose of our clients' visions and aspirations allows us to plan in an efficient and direct manner.

  • Always staying current with strategies and trends is critical, since the business planning arena is an ever-changing ecosystem. Business owners can't and shouldn't be expected to add this full-time job to their plate; they need a dedicated team.

  • Our company's unique positioning as a trusted team in hundreds of clients' lives allows us to learn from a multitude of experiences and perspectives. Continuing education, designations, and redesigning of best practice solutions have become our norm.

  • Create a partnership with professionals you trust. You do not want to work with a transactional team where the most important goal is sending the deliverables so they can move onto the next client. Having a team in your corner that you can depend on is essential. The higher you climb, the more important these decisions become.

While you focus on the vision for and operation of your business, we clarify and identify your best paths for creating the most advantageous environment for you to reach your current and future goals.

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