Exit Value Advisory Board

This option moves beyond the Owner Strategy Session to combine talents with either your current advisors or other trusted experts in our network. This Exit Value Advisory board will meet with you (and family, management, etc.) quarterly to discuss and address topics surrounding your eventual “exit”. Topics such as de-risking, growth, value enhancement, governance, business performance, etc. will be covered over the course of one year. Each meeting will have a focus topic determined by early assessments and progress and the Advisors in attendance will be from those specialties.