Services

Succession Planning Consulting

As the owner of family-run service business, you want to get a significant return on investment, right? Many owners are:

• concerned about increasing the value for a future sale,
• unsure about how to “pass the torch” to a new leader,
• working 70 to 80 hours and overwhelmed by day-to-day tasks, and
• hoping to retire without worrying about how the business is doing.

Unfortunately, 83% of all owners that present their companies for sale are turned away — due to an inadequate business plan, lack of systematized processes, or low valuation.

Our Next Stage Business Positioning System provides a complete review of where your business is now, and a plan for when and how you’ll step out of the company. You will feel in control of the profit and growth in your business no matter what happens.

Become a Consultant

If you are an Accountant, Bookkeeper, Financial Advisor, or business professional who wants to go beyond tax & compliance services — and help your clients to achieve consistent growth, then consulting might be a fantastic career option.

Our training helps you to calculate profit leakage, identify and improve business valuation, and position your clients for succession planning.

Professional Speaking

Grace is an engaging presenter who speaks with authority on current topics that impact family-owned businesses, including: business strategy, marketing, risk evaluation, and profitability.