This is a new company, business-to-business consulting
Target Audience: Privately-owned companies valued at $20 million - $500 million, owned by Baby Boomers. These are entrepreneurs who have worked hard to build successful businesses over the years. Perhaps they started a manufacturing company or invented a product. They have spent decades building their business but haven't given much thought as to how they will leave it.
Our Tagline: Optimizing Your Business, Life & Legacy
What Our Company Does: Consulting services that help business owners (of privately held companies) look ahead and take steps to plan their exit strategy, to be intentional about their succession planning and legacy. In other words… a plan for their business to continue on without them. Steps: Design business owner’s objectives; Define the path forward; Extract value from the business and build their legacy.
Some Specific Services We Provide: Management and ownership transition planning; Risk management; Mergers and acquisitions, Extracting value from the business; Financial projections; Product and development