MISSION STATEMENT
“To always advise business owners with integrity and honesty. Refer them when needed. And help them successfully protect and transition a company that took a lifetime to create.”
Identify problems first. Intelligent solutions come second.
insurance & financial services
Forget about the traditional product conversation. You will not get a sales pitch from our faculty members. Products are commodities. Our specialist work on helping you identify problems, and will only recommend solutions that are appropriate and effective.
P&C risk mitigation
Property Casualty for a business owner goes far beyond auto and home coverages. A business owner has to deal with Business Interruption, Cyber Liabilities, Supply Chain Logistics, etc. All of these areas need careful attention and should be reviewed to make certain these protections match where a company is and where it is going.
M&A
If you are considering an acquisition or being acquired yourself, it is good to have an independent perspective and evaluation. The rate of change in the marketplace and global impact of technology can and will affect potential partnerships and the success of any combination of companies and cultures.
accounting & Tax strategies
This is so much more than putting numbers in boxes. Many CPAs do their work in retrospect. Business Strategy Institute professionals work proactively to help you plan properly and create strategies that will reduce taxes taking advantage of all existing US laws.
exit & succession planning
At $13.1 Trillion, right now we are experiencing the largest transition of wealth in the business owner community. And this one-time event will be ongoing for the next 10 years. What many business owners fail to understand is that an exit or succession takes time to plan, and they will get but one opportunity to do it properly.
COMPENSATION PLANNING
Companies need a value proposition compelling enough to draw top talent to the business. It requires a compensation plan that encourages both short and long-term performance; and employers need to find a way to effectively share value with those who help create it. But strength comes from building a company, not pay strategies.
legal
Whether it’s a Buy-Sell of Operating Agreement or other legal document. It is critical that you have the appropriate protections and planning in place when dealing with a transition, sale and/or protecting your IP. All of which can and will affect your valuation.
business coaching
Today, the internet, technology and rate of change are so pervasive that we cannot remember a world without them. These advances may make our lives simpler, but behind the curtain are rapidly fluctuating challenges in the marketplace and monetization. These are challenges a business owner must address.
investment advisor
Although it’s widely accepted that the “company” can be an outstanding investment and something a business owner is very familiar with…but problems can arise when that business is the sole asset. It’s takes an careful plan to deploy assets and create a balanced portfolio to guard against potential value fluctuations.
“Mobile phones, computers, accounts...all have passwords. Document and give them to someone you trust.”