Ongoing Engagement

Service Description

Our Ongoing Engagement is a twelve‑month advisory relationship designed for small business owners who want a clear, actionable path from today’s business to tomorrow’s exit. It builds on your initial valuation work by turning those insights into a practical “Life After Business” plan that aligns your company value, personal finances, and lifestyle goals. Over the course of the year, we guide you through a structured process that includes an in‑depth questionnaire and interview, a financial recast and market‑based value estimate, and a written Life After Business (LAB) Report summarizing your goals, exit options, and prioritized action steps. Together, we identify value‑building initiatives—such as reducing owner‑dependency, strengthening your leadership team, and de‑risking the business—and then support you in executing them through focused consulting, check‑ins, and coordination with your tax, legal, and wealth advisors. By the end of the engagement, you will have a clearer picture of what your business is worth, what you personally need from an eventual transition, and a concrete roadmap for closing any gaps between the two. Whether you ultimately decide to keep growing, sell to a third party, or transition internally to family or employees, you will be better prepared to exit on your terms, with more options and more confidence.