Sample Work Product

Business Continuation & Exit Plan Questionnaire

A helpful questionnaire you can download and complete if you are currently considering selling your business.

Sell-Side:
Business Summary

An executive summary of a sample business (from a buyer’s perspective), to generate interest and qualify leads.

Sell-Side:
Marketing Memorandum

Telling a business’ story which highlights its value and substantiates an investment decision.

Sell-Side:
Decision-Probability Tree

A tool to help business owners make an informed economic decision about whether the time and money required to sell their business is a good investment.

Operational Consulting:
Findings & Analysis

Every business has opportunities to improve but they are often hidden in plain sight. Like a prism, we offer a unique perspetive which uncovers and creates new value previously unseen.

Operational Consulting:
Project Outline

Knowing what to do is different from knowing how to do it. Our pragmatic, not theoretical, approach delivers real results.