Our Services
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Clear Advice Business provides business owners with much-needed clarity via our 3-step exit planning process. We simplify the complex to ensure that the business owner may remain highly focused on executing their business concurrent to executing their exit plan.
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Securing Your Advisory Team
Helping Business owner clients vet and build a highly qualified team, including existing advisors and new advisors that have a track record in exit transactions.
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Facilitating the Process
Clear Advice assists our clients with managing the exit process which enables them to exit with maximum value and minimal stress. We serve as the facilitator of a custom-designed process.
Step 1 - BUILD
Enhancing the value of your business 1-3 years prior to an exit helps increase the sale price. Consider these important value-building services delivered by Clear Advice Business.
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Benchmarking Current Business Value
Identify the current value of your business through an ‘informal’ business valuation to benchmark a starting point allowing us to focus on KPI’s.
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Determine Value Drivers
Identify/Develop the elements of your business that can drive profits.
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Develop Human Capital
Identify/Develop measures of success throughout company departments and create quantitative & qualitative benchmarks that tie into a performance based compensation program to motivate staff.
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Brand Enhancement
Enhance brand messaging & strategy, including through digital and social media to leverage reputation and IP.
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Step 2 - PROTECT
As you build the value of your business, it is critical that you protect it. Clear Advice Business provides clients with mission-critical strategies that have helped business owners save millions of dollars by protecting business assets several years before an exit.
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Tax-Erosion Protection
Through advanced planning techniques and creative strategies such as complex entity structures, special types of trusts, customized benefit plans & value discounting techniques, we aim to save the business owner both income and estate taxes.
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Protecting Intellectual Property
Coordinate a strategy to protect the brand, software and unique company processes.
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Business Succession Plan
Run a comprehensive succession analysis to ensure company is protected in event of key employee death or disability. A full review of shareholder and buy-sell agreements, insurances, and creation of business continuity playbook for management/advisors/family.
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Key Employee Strategy
Review/Develop creative strategies to ‘lock-in’ key employees, including compensation, performance bonuses, and structured equity plans tied to employment agreements.
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Financial Controls
Full Review of Key Performance Indicators (KPI’s) as well as preparation of financial controls for future CEO/CFO reviews and due diligence process.
Step 3 - MONETIZE
For most business owners, monetization is the most important step in the entire process. Phase 3 explores many different strategies to monetizing business value. Our goal is to maximize value to the client while providing clear advice through our 3-step process.
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Monetize Goodwill
Identify/Quantify components of company’s goodwill to help expand value and increase sale price.
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Internal Monetization
Develop/Implement equity transition strategy for minority shareholders, existing or new management, key employees or an ESOP (Employee Stock Ownership Plan)
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Family Business Legacy
Identify/Evaluate various third party sale options and assist in the due diligence and transaction preparation process.
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External Monetization
Evaluate existing Family Business dynamics and create a highly effective succession plan based on capabilities and family goals.
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