80 Business Park Drive,
You won't get to where you want to go until you understand where you want to go.
At I. M. Financial, we view the many facets of business planning through four primary lenses: (1) Organization & Governance; (2) People; (3) Growth, Proceess & KPI; and (4) and Exit Planning. The work within each of these categories has endless overlap and interplay. Across the spectrum of business planning needs and throughout the growth cycle, the separation of work between I. M. Financial team members, your internal teams, and each of our partners will vary. Still, we find it helpful to organize our own and our clients' thinking about key business factors in this way.
Key Considerations for Exit Planning:
Upgrade your business's foundation to make sure your ownership team is structured securely and efficiently.
Plan for everything when it comes to the people who take care of you and your business.
Create and grow real transferrable value. Ensure that everyone is steering in the same direction.