Discussion Topics

• What’s your endgame?
• Will that provide the return of capital that you need to retire comfortably?
• What’s your timeline?
• Can you achieve your goals within this timeline?
• If you would like to speed things up (scale rapidly), how can this be done?
• How can you maximize value when it comes time to sell?
• How can you increase profitability along the way?
• What about work/life balance and dealing with the stress of growing and running a business?

These are just a few examples of the initial questions we typically discuss with clients to help them create a realistic vision of where they want to take their business and why.

More specific topics that are typically dealt with over time include:

• Ownership structure
• Owner and staff roles
• Sales growth
  • Organic
  • Acquisition
• Sales team structure
  • Hiring challenges
• Compensation ratios and formula’s
• Margin Growth
• Overhead cost ratio’s
• Workflow
• Management techniques and documents
• Business plan review and/or development
• Exit strategy