Our Programs
Launch
For owners looking to develop a detailed and actionable growth plan and self-manage the process.
WHAT YOU GET
- Business Owner Personal Vision Builder. A 5-meeting and 30-page report that develops and tests an owner’s goals and expectations.
- Deep Dive Analysis. A Quantitative and Qualitative valuation of the company outlining the range of values, as well as the financial value of the Company.
- A 70+ page report analyzing the company’s strategy, operations, and financials, with a detailed step-by-step plan to maximize revenue growth, profitability, and minimize owner dependency.
Build
For owners looking to develop a detailed and actionable growth plan with ongoing expert guidance support.
WHAT YOU GET
Everything in the LAUNCH program plus:
- Access to a multi-disciplinary network of fractional executives.
- Ongoing progress management and accountability.
- Peer Group Access (Elective) - Managing day-to-day responsibilities can be daunting. You shouldn’t feel alone and frustrated to solve all your problems, challenges, or get ideas by yourself, costing you a lot of money and time. We methodically and with an intentional process match privately-held company CEOs or Senior Leaders with their peers to have a confidential sounding board of advisors.
Exit
For owners looking to comprehensive and expert guidance on preparing for a business exit or transition.
WHAT YOU GET
Everything in the BUILD program plus:
- Exit Planning assessment to ensure alignment of business, personal, and financial needs and goals of the owner.
- Transition playbook development ensuring a quick and successful sale or transition.
- Coordinating with your advisory team for an internal or 3rd party sale or transition.
