5 Steps to Building Your Business with Purpose & Intent
We believe that we can assist you in gaining clarity about your business vision, scaling with purpose and intent to execute your strategy, and achieving financial freedom to pursue the meaningful things in life.
Our Program
5 Steps to Building Your Business with Purpose & Intent
A series of guided one-on-one workshops with our CFO
Your Training Will Be Tailored To Your Unique Needs
A series of workshop sessions, featuring case studies, exercises, and thought-provoking sessions aimed at enhancing your company's value and helping you attain financial freedom. We will explore various strategies.
We will explore how to develop a clear vision for your business, and identify the most significant financial targets to consider when creating your plan. Additionally, we will delve into various options for structuring your eventual exit from the business, whether it's in five or twenty-five years.
Throughout the sessions, we will work together to develop a comprehensive strategy tailored to your unique goals and needs. By the end of our sessions, you will not only have a solid strategy, but also the knowledge and skills to execute it successfully.
01
Create An Enduring Vision
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Learn how to create a purposeful and intentional vision for company
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Determine what role you want to play - are you buying a job for yourself or do you want to create intrinsic value for your business?
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Exercises provided will help you to create a clear vision, measure the level to which your business is integrated into your personal life and help you identify your goals for other stakeholders
02
Set And Monitor Important Financial Targets
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We will introduce you to a framework to track the most important financial goals in achieving your wealth objectives.
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The framework will help you to make clear decisions around how to grow your business and which strategies you need to consider
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Topics will include:
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Creating the right balance between income and growing your net worth
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Understanding financial measures such as EBITDA, multipliers and working capital
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Common impacts on business valuation
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How the sale of your business can be financed
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03
Explore A Series of Exit Options
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Learn about the five primary ways a business owner can exit their business
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Review the process for selling your business
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Gain clarity on how the exit options line up to your expectations and defined vision
04
Grow Value in Your Company
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Learn how to grow intrinsic value in your business
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Gain a deeper understanding of the functional areas in your business that drive value to help you determine where to spend your energy and focus
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Topics will include:
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What financial reporting you should be reviewing on a regular basis
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Strategic planning
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Your customer’s experience - impact of focus on sales and marketing on your strategies
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05
Select A Professional Support Team
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Review the role of various professional advisors and the importance of assembling the best team to help you achieve your goals
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Learn how to analyze your team to ensure you have the right people in place
