Growth Strategy

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TAKING THE NEXT STEP SHOULDN’T BE EXHAUSTING.

Growth means something different to everyone. For some, it’s the next step in a complex business plan; for others, it’s transitioning to a different job, to a new opportunity, or to a new personal paradigm altogether.

We listen to our client’s vision, and work alongside them to make the same kind of personal business plan that they would likely create for any other business. We make an iPlan that takes into consideration the client’s desires for the next year, five years, even ten years, strategizing with the client to transform the dream into a plan. We have a wide network of professionals from many different business areas, and we assist the client in choosing the perfect team to reach project resolution.

Projects we have worked on include:

Managing the sale of a mid-size business to a publicly-traded concern
Formalizing a successful business and defining a growth strategy, including recruiting outside directors
Choosing and performing due diligence on business investments for non-US investors
Orchestrating an exit strategy/merger for a successful startup
Creating a franchise business model for a successful multi-outlet chain
Assisting a client in finding investors for a bolt-on acquisition
Extricating a client from a difficult business divorce/partnership
Developing a business and investment plan for a complex business project
Creating a public charity for a for-profit business to support
Designing a ten-year growth model for a multi-location business expansion
Assisting a client in creating an investment fund to finance a new business