Every leader should have an exit strategy. What’s yours?
Strategic Planning and Investment Banking Advisory for Small to Medium Sized Businesses
get a clear
company story
plan for a
successful transaction
have personal
and financial freedom
A BUSINESS THAT CAN’T RUN WITHOUT YOU ISN’T A BUSINESS
Let’s be honest, an asset that can only operate with you at its center, isn’t worth anything without you. Without adequate systems and processes in place to ensure your business can thrive in your absence, long term success is limited.
begin with the end in mind
Get a clear
company story
Help potential investors understand your company’s story with a simple, compelling message based on the StoryBrand Framework.
Plan for a
successful transaction
Save time, money, and ensure the success of a future transaction by understanding the essential systems, processes, and financial markers that an investor would be looking for & set a plan for how to get there.
Have personal and
financial freedom
leverage decades of marketing and sales experience on a part-time basis to define the right marketing strategy for your unique business
YOU KNOW YOU NEED A PLAN. GETTING STARTED IS HARD.
We get it. The process of getting started with a long term plan to grow, scale, and eventually monetize your business can feel like an overwhelming task. The good news is that you don’t have to manage it, we’ll take care of that. All you have to do is show up and start talking. Then we’ll take it from there, walking you through every part of the process. We bring together a seasoned marketing executive certified in the StoryBrand messaging framework with a senior level investment banker to ask the right questions, formulate a plan and a message that works, and then help you pursue the financial and personal freedom that you deserve.
service offerings
Business Evaluation and Assessment
Have a realistic view of what your business is worth in the current market environment. We’ll work with you and your accountants to formulate a business valuation and evaluate target prices based on various M&A scenarios.
Roadmap to Readiness
Cultivate buyer interest in the long run by structuring your business for acquisition from the beginning. Identify the systems and processes buyers are looking for across all divisions of your organization and have a roadmap with specific strategies to get you there.
Advisory services
Achieve financial freedom and own your future with seasoned investment banking advisory services including capital raises and buy side or sell side M&A transactions. Maximize your results by identifying and executing your deal at the the best time for you and the market.
how it works
Let’s get off to a good start by getting to know one another. We’ll ask about your business currently and where you’d like to see it over the next 3-5 years.
1
schedule a free discovery call
get your roadmap to readiness
Following a thorough business evaluation and assessment period we’ll craft a plan to help you meet every milestone and ready yourself for a transaction.
2
3
set your eyes on what’s next
You’ve worked hard to get where you are and deserve to enjoy the financial freedom to pursue new business endeavors and personal adventures.