What we offer for
you to improve
your Systems
We provide expert and reliable financial
guidance for strategic growth
Our Services
Tailored Solutions for Financial Excellence
Discover practical solutions that drive operational efficiency and
resource management for long-term success. Let’s start building
a stronger future together— contact us today
Services
I. Strategic Planning:
With a thorough analysis of served market, status of company and team dynamics, we lead the executive team in a process to reach clarity and agreement on a strategic plan that has real “feet” – specific actions and milestones.
The plan is not an annual exercise or book to put on the shelf, but a dynamic process that continues to assess changing conditions, review results and tweak action plans accordingly.
M&A: Results Driven
– Focusing on owner goals.
After years of running, buying, and selling large and small businesses, all of we partners offer businesses the highest levels of service and results in M&A activity – either as a buyer wanting to add strategic components to a growing business or as a seller with the right timing and right buyer to achieve the business owners’ overall personal goals and financial success (including what to do next).
Buy Side:
BCG’s Targeted Business Acquisition Program is primarily designed for strategic buyers looking to expand their business through geographic expansion, acquisition of expertise, addition of complementary products or services, or new customers.
We locate, open up discussions, work RFI (Request for Information to perform evaluation), negotiate a Proposal, Complete an LOI, manage the closing process (due diligence, APA, transition to Operations)
Sell Side:
•Business Valuations
Establish the realistic value in a potential sale based upon industry, size, profitability.
•Preparing a Business to Sell
Work together on actions to maximize value and increase options for a sale.
•Generates multiple Offers from Qualified Buyers.
Services
II. Team Decision Making:
As experienced third party advisors, we work with the CEO and the executive team to learn to “face the music”, come to agreement on plans and actions, and continue to evaluate progress on the plans.
Through demonstration and coaching, the team learns how to effectively process truth together and determine best courses of action based upon that truth – that truly will work and fit the company’s capabilities and resources.
Services
III. Assessment of Personnel:
The single most significant factor in any company’s success (proven whether public or private, large or small) is having the right people in the right slots – and working as a team that makes good decisions and enjoys being a team.
We have assessment tools and the experience to evaluate all on the team so that the CEO gets the right people in the right slots.
Services
IV. Enjoyment of Life:
The CEO and the senior execs have the privilege of leadership. They also have a life. With this privilege comes the ability to structure their own working environment so that they enjoy their marriages, their families and other important elements of life.
We have tools for this assessment, and work with each exec to help make good personal decisions within the context of the work environment so all members of the team do not miss out enjoy all aspects of their life.
Services
V. CEO confidant:
We becomes a valued confidant of the CEO and can provide the necessary input to help process the varied changes and challenges that continually face the CEO.
