Advising Modules

You select an Advising Module which best fits your needs.

The Start-up Module is designed for newer businesses, which need assistance in creating business structure, policies, procedures, record keeping, marketing and general business management.

The Resolution Module provides for the examination and treatment of several smaller problems, or a specific major crisis. It is used when the owner identifies a problem, such as low profitability, and requests help to diagnose the cause, prescribe a remedy, and implement a process of resolution.

The Growth Module provides business planning and strategy for expansion or improvement phases of business operations. This module can serve as a regular preventive measure to enable clients to circumvent future problems, keep growing and advance to the next level of performance. Higher business goals and measurable objectives are formulated along with accountability checkpoints to ensure growth.

The Family Module provides assistance and dealing with family issues that interface with business, and achieving relational family harmony. This module includes leadership designation among siblings, leadership training, wealth distribution issues and assists in family arbitration and mediation of family conflicts.

The Transition Module offers assistance for mature business that are transitioning from one generation to the next or selling the business. If transition to the next generation is in focus, this module will assist in selecting and training new leadership and establishing control procedures to ensure an effective and smooth transition.

If the business is being sold, this module provides assistance in valuing the business to discern a fair market value and preparing financial records to accurately represent business value and activity. The Transition module also assists in marketing the business and finding buyers that will satisfy the seller's price and values.

The Checkup Module offers an on-site business analysis, to determine the overall condition of the operation in each department, and to find the likelihood of a future crisis due to problems discovered. A written report will be given with suggested remedies.

The Estate Planning Module provides unbiased estate planning advice. We'll give you the facts on all options. We don't solicit estate money from anyone. Hence you won't be limited to only learning about the methods which personally benefit some organization. And you'll learn the tax implications of all options. All in easy to understand English.

With each of our modules you will have a Coach continually nearby to assist you in business development and leadership.

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