Business Valuations and Growth Roadmaps
We'll show you exactly what it takes to get the highest value. Find out how much your company is worth...
Fractional CSO (Chief Strategy Officer) for Companies That Want to Grow and Scale
When you need strategy for
M&AcapitalizationcybersecurityGTMexit planningand more...
We make it happen.
Our visionary and tactical strategists help create and implement your ambitious plans.
Where Vision and Tactical Execution Meet
Fractional CSO (Chief Strategy Officer)
As your business grows and faces various opportunities and challenges, business owners often find themselves asking questions, such as:
- What steps are needed for me to maximize the value of my business?
- How can I grow and scale?
- Should I acquire, sell, or continue at my current activity level?
Many companies find that working with an external set of eyes and expertise, like a Fractional CSO (Chief Strategy Officer) adds value to their growth initiatives.
When to consider bringing in a Fractional CSO:
- M&A
- Capitalization
- Market development/penetration
- Product development/differentiation
- Systems/processes change
- Exit planning
- Digital transformation
- Cybersecurity
- Exit planning
Visionary Strategists and Ideation Partners
Our team has extensive experience creating and executing strategies for SMBs/SMEs, mid-market, and enterprise companies from numerous industries, including:
- Healthcare
- Technology (software/hardware)
- Financial services
- Defense and space
- Manufacturing
Tactical Strategists and Hands-on Implementation Partners
When it comes to executing strategies, the biggest killers of implementation all revolve around alignment.
It’s about getting everyone to…
- To know it.
- To believe it.
- To focus on it.
- To get it done!
We have the frameworks to implement strategies across your organization.
Our Fractional CSO brings alignment by:
- Beginning with the top leadership team: Ensuring their complete agreement on the strategy. Conduct sessions to eliminate any discrepancies and hold regular alignment reviews to examine key initiatives across divisions.
- Provide formal strategy training to all managers in the organization: We emphasize their responsibility to drive engagement with the strategy within their respective teams.
- Clearly and consistently communicate the strategy: Make strategy easily accessible and understandable for quick reference.
- Utilize a centralized system: Create uniformity across all teams, to effectively communicate the strategy, manage strategic tasks, update progress, and track results.
The Six Biggest Killers of Strategy Execution
When implementing any strategy, we address the six main killers of strategy execution.
Entrepreneur and Seller Resources
Value-Maximizing Information
Selling directly to SMB/SME investors can help you maximize the value of your business.
We teach business owners how to maximize their value and think like a shareholder.
No Content Available
Fractional Chief Strategy Officer (CSO)
Fractional CSO (Chief Strategy Officer) for Companies That Want to Grow and Scale When you need strategy for M&AcapitalizationcybersecurityGTMexit planningand...
Fractional Chief Strategy Officer (CSO)
Fractional CSO (Chief Strategy Officer) for Companies That Want to Grow and Scale When you need strategy for M&AcapitalizationcybersecurityGTMexit planningand...
Fractional Chief Strategy Officer (CSO)
Fractional CSO (Chief Strategy Officer) for Companies That Want to Grow and Scale When you need strategy for M&AcapitalizationcybersecurityGTMexit planningand...
No Content Available
Our Blogs
The Shareholder Mind™ Blog
Demystifying Acquisition Financing: A Comprehensive Guide to Mastering Growth
Demystifying Acquisition Financing: A Comprehensive Guide to Mastering Growth Blog,Growth and Scale,Strategy,Valuation Increase Securing financing for a business acquisition can take time and effort. However, numerous funding options are available that are worth evaluating and comparing. According to a recent survey, private equity emerged as the leading choice for 24% of respondents.
Discover Your True Worth: Book Value and 6 Other Must-Know Valuation Methods
Discover Your True Worth: Book Value and 6 Other Must-Know Valuation Methods Blog,Growth and Scale,Strategy,Think Like a Shareholder,Valuation Increase,Wealth Building TL;DR: Understanding a company’s value can be approached through multiple methods, each with its unique strengths and limitations. The Times-Revenue (TR) method offers a quick and simple valuation by multiplying
Exploring Tuck-In Acquisitions: Key Insights and Real-World Examples
SMB Growth Strategies: Mastering Tuck-In Acquisitions Blog,Growth and Scale,Strategy,Think Like a Shareholder,Valuation Increase,Wealth Building More corporations are increasingly prioritizing smaller tuck-in acquisitions over large-scale transactions. This strategy offers the benefits of swiftly obtaining specialized capabilities or resources while avoiding larger deals’ complexities and substantial costs. The following article provides an overview of
Growing Business Value Step 1: Master Your Exit Strategy
Growing Business Value Step 1: Master Your Exit Strategy Blog,Exits and Retirements,Strategy,Think Like a Shareholder The future success of your business extends beyond sales; it relies on the art of developing an exit strategy that serves as a comprehensive roadmap. This strategic masterpiece ensures financial rewards and a lasting legacy
Growing Business Value Step 2: Creating Killer Business Exit Goals
Growing Business Value Step 2: Creating Killer Business Exit Goals Blog,Exits and Retirements,Focus and Mindset,Strategy,Think Like a Shareholder Small and mid-sized business owner face daunting prospects when it comes to selling their business, which they’ve often spent many years nurturing and is likely their largest asset. In Step 2 of
Growing Business Value Step 3: How to Use Due Diligence
Growing Business Value Step 3: How to Use Due Diligence Blog,Strategy,Valuation Increase TL;DR: Maximizing your business’s value before an exit is crucial, and doing so involves a deep dive into both financial and non-financial performance aspects. By understanding and enhancing these areas, not only can you attract the right buyers,
Growing Business Value Step 4: Dynamic Financial Planning
Growing Business Value Step 4: Dynamic Financial Planning Blog,Exits and Retirements,Strategy,Wealth Building Crafting an exit strategy requires careful financial planning. While many SME business owners associate financial planning with stocks, shares, and investments, focusing on strategic foresight for the events leading up to your exit or retirement is essential. Considering
Growing Business Value Step 5: Protecting Business Value
Growing Business Value Step 5: Protecting Business Value Blog Exploring a pivotal yet often neglected subject, we explore the impact of unexpected events on your business’s stability and, consequently, your life. What if unforeseen circumstances, such as a major illness or an accident, suddenly arise? How well would your business
Do You Want a Strategic PartnerWho Can Move Today ? If so, Let's Connect!
All conversations are confidential.