CONSULTING

It has been said that you should operate and plan your business as if you were going to sell it tomorrow.  While that may not always be the case, it should be a point well taken by all business owners.   It is a pretty safe assumption to say that very few if any business owners buy or open a business with the intent of selling it, but the fact of the matter is that businesses in America change ownership on an average of every seven years.  Taken in that context, business owners should constantly plan based on the impact that their decisions will have on their company’s value.  While that may be the ideal, as a matter of practice, almost none of them do.

Corporate Investment International will bring value based management and decision making into your company as a matter of practice not simply as a means to an end.   By taking a holistic approach to the ownership of the company, we will help the owner develop and follow a Strategic Plan not just for the operation of his business but for his entire financial well being and net worth.  While firmly believing in a “long term” approach to ownership, short term risks and vulnerability will be accounted for and mitigated.   Finally, the entire question of exit, whether it be through succession or sale will be addressed in a realistic, sensible and most of all professional manner.

Our Methodology

CII will: Conduct a total valuation of the market value of the company.

Conduct an entire assessment of the owner, his professional, company and personal goals.

Formulate, refine and implement a Strategic Plan based on that assessment.

Acquaint owner and other decision makers with components and processes of value based decision making. 

Assist owner/management with implementing value based decision making. 

Conduct a complete marketability review and analysis of the six major components of every company.

            Assets (state of the art, return on investment, usefulness)

            People (tenure, productivity, potential)

            Processes (total order to invoice)

            Sales (markets, competition, sales and marketing)

            Products (technology, life cycle, innovation, worthiness)

            Performance (profits)

Suggest improvements to those components based on the review. 

Develop a plan to implement those accepted suggestions.

Meet with owner quarterly to review Strategic Plan implementation and tactical decision making.

Meet with owner yearly to review progress toward goals, changes to Strategic Plan and the value of the company.

It is the intent of our consulting relationship to increase the value of your company on a sustainable basis and to make sure that the increased value is not an obtuse or theoretical number, but something that can truly be taken to market and result in an increase in the owner’s net worth. 

For a confidential discussion with an experienced business consultant call today.

Corporate Investment International

105 E. Jefferson Blvd. Suite 800

South Bend, IN 46601

574-239-7002

info@ciibrokerage.com