Knowing where you are starting from and where you want to go is essential.

The focus of this six to eight week process includes:

  • Discussions with you about your goals, feelings, management team, family members and your vision for the future. 
  • Discussions with your key managers, family and strategic advisors on similar topics. 
  • Data collection about your business financials, buy-sell agreements, franchise agreements, personal finances, current estate plans, business performance metrics, strategic plans and any other factual issues that impact your business.

Your unique situation is evaluated from 10 different, but highly connected perspectives, which provides a thorough understanding of your business and family environment.  At the end of Phase 1, you are presented with observations and considerations of potential problems and opportunities that are impacting your goals.