Business Consulting

Whether you’re buying or selling a business—or need expert assistance helping your operations run more smoothly—our comprehensive consulting services deliver focused, efficient improvement across a wide range of areas.

Preparing for sale of the business

You’ve worked hard to build your business and now you want to sell it. Will you get fair value for your efforts? Determining the value of a business is often the first step in the process of selling a business. But it shouldn’t stop there.

If your business has multiple segments, do you understand how much profit is being contributed by each of these segments? This is a very important element of the sales strategy. We’ll help you analyze your business to maximize its value and identify sources of value and areas where you can improve. For example, do you have excess assets that can be sold without affecting the value of the business?

Retirement/exit strategy planning

Most owners don’t plan ahead for the time when they’ll sell their business—and when they decide, the business isn’t worth what they’d hoped. We’ll help you prepare a formal plan for transfer of ownership that protects your spouse and heirs.

Cash-flow problems

A growing business normally requires more cash than a dying business, so there is no shame in asking for help. We’ll help you secure the cash flow you need.

Obtaining loans and financing

Applying for bank loans or financing for your business can be frustrating and time-consuming. We’ll work with our commercial loan consultants to navigate the U.S. Small Business Administration, Patriot Express or conventional loan processes.

Declining sales and profits

Many companies are seeing higher prices for raw materials and labor at the same time that customers are resisting price increases. We’ll help you develop and implement a strategy to return your company to profitability.

Desire to grow the business

We’ll help you determine which segments of your business are the most profitable and chart the best path to growth, including a comprehensive sales and marketing plan. We’ll even help you get your company listed as a vendor to the federal government under the Small Business Set-Aside program.

Employee issues

Are you running your business or is your business running you? How do you motivate employees to manage themselves and create self-directing work teams whose goals are aligned with yours? We’ll help you create powerful, effective employee motivation plans.

Interim management

Whether a key employee is out sick for a few weeks or you’re undertaking a longer-term search for a permanent employee, we’ll use our broad industry contacts to provide you with highly skilled and qualified interim managers.

Lower margins and increased competition

Competitive threats are real and growing—more competitors moving into your category or market, competitors outsourcing overseas to lower their costs and more. If you’re margins are being squeezed, we’ll help with a thorough analysis and profit-improvement plan.

Strategic planning and business plan development

If you don’t know where you’re going, there’s a good chance you’ll never get there. Every business needs a plan—for its own success and to secure business loans or credit lines. We’ll help you develop a plan that includes relevant research on your industry and market. And we’ll set up a schedule to review and update it with you regularly.