Evaluate

No Doctor would ever prescribe medications or operate without first finding out what the problems are and what’s causing them.  Similarly, at this first stage of any engagement I put on my “Doctor” hat and work with you to figure out what the issues and their root causes are in all areas of your business.   I objectively identify all “value drivers” and “value killers” in your business and calculate the present fair market value of your company. 

​Plan

First, we work together to  determine where you want to take your company and what’s the ideal time frame to achieve your vision.  Then we create a comprehensive and actionable strategic plan that is a roadmap for implementation of all value enhancements .  During this phase, I switch between “Expert” and “Facilitator” hats.

Implement

This is when the rubber meets the road.  You and your employees follow the plan every day and I provide advice, coaching, business tools, and accountability 

Exit

Once the company is ready for transition, I bring all resources needed to sell the company to a strategic buyer or transition it to the next generation.