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Our Process
Building your game plan- This phase includes refining ownership transfer and key employee retention strategies. We also develop a timeline and discuss ongoing needs and monitoring.
Creating a Path/Building Your Team - In this phase we identify possible paths and examine strategies that will maximize your business value and strengthen your team.
Painting the Picture- During this phase we help you discover what you truly want. We examine the elephants in the room, and look closely at what's possible
Valuation, Transfer and Financial Strategies- This phase includes a deep dive on your business valuation and financial components of your business. We also examine possible transfer and retention strategies.
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