Understand where you are today
Define where you want to go
Relentlessly execute the plan
Transition on YOUR terms!
Every business will transition.
Unfortunately, 83% of business transitions fail to reach the finish line.
This is not okay. That's why we work with business owners to change that statistic - so they are in the 17%. We educate and empower business owners to execute a plan to maximize their business value.
Using our 4 - step process, we help business owners maximize business value so they can transition their business on their own terms.
STEP 1
Understand where
you are today >
STEP 1:
We begin with a Transition Readiness Assessment or TRA. We evaluate all of the major business functions to identify areas for business growth and increased business valuation. It is a "heat map" of issues and an OPINION of Enterprise Value.
STEP 1
Understand where
you are today >
STEP 1:
We begin with a Transition Readiness Assessment or TRA. We evaluate all of the major business functions to identify areas for business growth and increased business valuation. It is a "heat map" of issues and an OPINION of Enterprise Value.
STEP 1
We sit down with the business owner and conduct a Transition Readiness Assessment. TRA is a comprehensive report including a “heat map” of issues that
need to be addressed and an OPINION of Enterprise Value
STEP 2
Define where you
want to go >
STEP 2
Define where you
want to go >
STEP 2
We take the data from the TRA and develop a detailed Roadmap for Value Acceleration(RVA). This is a detailed Transition plan to execute the changes needed in the proper sequence over the next 18 months to 3 years.
STEP 3
Relentlessly execute
the plan >
STEP 3
Relentlessly execute
the plan >
STEP 3
Once the roadmap is complete you have options to execute the plan. These options include a "Do It Yourself" (DIY) approach or partnering with Mastery Partners to assist in the implementation.
STEP 4
Transition on YOUR
Terms >
STEP 4
Our process does not force you into a sale. It's designed to improve your business and give you options. Sell? ESOP? Transition to your children? You decide. But now you have done the work to have options and be successful in whatever you decide.
STEP 4
Transition on YOUR
Terms >
STEP 4
Our process does not force you into a sale. It's designed to improve your business and give you options. Sell? ESOP? Transition to your children? You decide. But now you have done the work to have options and be successful in whatever you decide.
Questions we get...
How much is it?
What costs are involved?Â
Although every project is different, it’s surprisingly affordable. For less than the cost of a certified valuation, you can get all the way through the first two steps of our process and have tons of actionable items to work on! And, we offer flexible monthly payment options. The typical reaction to our proposed Scope of Work is, “I’d be foolish not to at least take the first step.”
How long does it take?
How long does it take?
Most of the work is done on our end, but we do need about a day of your time to get through the initial TRA interview, which can be broken up into shorter sessions. After that, it takes us 30 to 45 days to deliver the TRA and another 45 to 60 days to complete the RVA.
Can my management team participate?Â
Many of our clients ask some of their senior managers to participate in parts of the process. Although that’s not required, we encourage an “open book” approach to keep your team aligned.
Can you help a business like mine? What type of businesses do you help?Â
Can you help a business like mine? What type of businesses do you help?Â
Our process is completely industry agnostic. We help businesses in a wide range of industries from software to restaurants to construction to education to manufacturing… (We could go on and on!) If we ever find a business we can’t help, we won’t be shy about saying so.