Often, the process of advising our clients begins with a limited scope Calculation of Business Value.
We consistently find that an independent calculation is a powerful tool that educates, enlightens, and empowers business owners to take specific actions that enhance the value of their companies. In addition, we help you look at value through the eyes of a potential investor, which dramatically shifts perceptions of risk in any business.
Executives need a cross-discipline planning tool that converts long-term strategic vision into real numbers. Something gets lost in translation between strategy, finance, and operations. Failing to see how key drivers of performance can affect one another results in poor and costly decisions.
Planning+ is a proprietary tool developed over the last 30 years, and based on actual work with real companies. The foundation of Planning+ is practical, not theoretical.
Value EnhancementThe key value drivers (and detractors) for every business are different. In general, however, there are three ways to enhance value:
Value enhancement is a very important aspect of preparing and positioning a business for ownership transition, equity infusion, or debt financing. After all, every business can be improved with the proper time and attention. It's our job to help you develop, prioritize, and cost-efficiently execute a value enhancement program that helps you access capital opportunities according to your strategic plan.
Exit and Succession Planning
A well-designed and implemented exit plan is a powerful business and personal planning tool that enables business owners to:
The FortunatoHutchinson partners are Certified Exit Planning Advisors (CEPA), a unique professional credential currently held by only 150 advisors worldwide. We consistently find that business owners who do not have a comprehensive exit plan face the following risks: