Strategize, Scale, Sell:
Your 24-Month Blueprint for
Business Growth
Strategize. Scale. Sell.
Your 24-Month Blueprint for Business Growth
You don't need to do it alone.
Our goal? To lead you from solo entrepreneurship to chairman of the board.
Our comprehensive 24-month consultancy program is designed to accompany you every step of the way, from the moment you open your doors until the day you’re ready to sell. We’ll meet you where you are…and take you where you want to go.
Your journey starts here:
Stage One - Value Discovery
Uncover your business' true worth.
The first step is to understand your business's value. First, we'll look at your current situation to see if there are any issues that might be hindering growth or reducing its value. Second, we'll explore opportunities for expansion and enhancement, creating a customized plan to increase your business's value over the next 12 to 18 months.
Stage Two - Asset Shielding
Protecting your hard-earned value.
Now, let's talk about protecting what you've built. We'll hit pause and discuss asset protection strategies to safeguard your hard-earned value. From planning your finances to managing risks, we'll cover important topics and set up systems to make sure your assets stay secure, even when the unexpected happens.
Stage Three - Value Amplification
Boosting your business's worth.
Now comes the exciting part - maximizing your business's value. We'll work together to create strategic plans, develop financial models, and optimize performance to make your business worth more. By taking these steps, you'll be closer to achieving your exit plan goals and getting the value you deserve.
Stage Four - Value Extraction
Harvesting the fruits of your labor.
It's time to reap the rewards of your efforts! We'll guide you through the extraction process, carefully navigating tax implications and documentation requirements to ensure a smooth liquidity event. Whether you're selling your business or transitioning ownership, we'll help you get the most out of your hard work.
Stage Five - Value Management
Securing your legacy for generations.
Even after exiting, we're here to help you manage your newfound wealth for future generations. From retirement planning to estate management, we'll work with you to safeguard your assets and provide for your family's future.
Explore Additional Services from Shield Advisory Group
Ready to get started?
Our consultancy group is just a phone call away to help you navigate your next move because - let's face it - you have enough on your plate.
(321) 341-8514
Monday – Friday
9:30 a.m. – 7:30 p.m. ET