CEO wants to develop the next generation of management, but is concerned with how the process will work with issues of family or key managers affecting the decision. In some cases, the CEO wonders if his/her offspring are ready to take over, or is an outside manager a better fit until they are ready.

Inc Magazine 100 CEO wants to buy out minority shareholders, and attract additional long term and working capital financing.  We developed a serices of financial models to provide the business valuation expert to arrive at a value for the buy out, and to present those models to funding sources.  We closed the buyout and attracted over $1.5 million for the company.

CEO of family or privately held business is planning for retirement, but is concerned with how the business will be managed after he/she reduces time at the office.

Do you have a long range, strategic plan (or 15 year vision) that everyone understands and supports?  Do your goals and action plans align with that vision?  We regularly find companies calling an operating plan or long term budget as a strategic plan.  We believe each successful CEO has a "vision" that goes beyond 5 years. 

Our experience, skills, expertise and resources with other qualified specialists can improve profitability through a series of strategic and organizational changes, including: