We will meet with you to assess your business key needs through the utilization of our Business Valuation Survey and Scorecard. In this step, we aim to understand you, your business and the deficiencies that need to be addressed to help you achieve your aspirations as a business owner.

We will determine the true value of your businesses and provide strategies to help grow your business value.

In order to validate a business valuation, we will compare your business against industry valuation benchmarks.

We want to ensure you can retire financially secure, therefore it is important to determine the business value gap, future value and the profit required to do so.

We will review areas to improve profit and cash flow as well as identify strengths and weaknesses and help build your business.

This will involve:

• Revising client/business aspirations and objectives to ensure they are still current and have not altered substantially.
• Review business performance to ensure it is meeting expectations and your requirements.
• Re-value the business.
• Review and/build your succession plan.
• Assess operational and strategic plans.

We aim to quantify improved value and reduced gap risk as a result of advisory services.