- Step One: We sit down with business owners to assess their transition goals, and to formulate financial and emotional process through the transition period.
- Step Two: Valuation - we will establish an initial value for your business. With over 20+ years of expertise in business consulting in the critical disciplines of Accounting, Operations, Finance, Sales and Marketing to establish a realizable value for your business based on current factors.
- Step Three: Most often there is a "value gap" between the initial business value and the goals/expectations of the business owner. SunCoast Advisory 'Pentagon Transition System' (PTS™) is a step-by-step program to deliver improvement and increase the initial value of business. Together by executing the Plan, we cleanup, improve image, increase cash flow so that the revised business selling price meets or exceeds owner's expectations.
- Step Four: SunCoast Advisory will locate and screen potential candidates via a series of assessments structured to gauge the candidate's behavioral and management skills, and to insure that the candidate is capable of continuing to operate and build the business and that the transition plan works for the maximum benefit to the Seller and the Buyer.
SunCoastAdvisory.com
The Bridge to your success!
Investors
Starting a new business. Looking to purchase an existing Business. We have the Resources to launch your dream.
Small Business Solutions
Coaching, Mentoring and Advice - small business owners, do not go it alone.
Exit Strategy:
After having worked on their dream for years, the business owner has come to a point where he/she wishes to market their business and receive maximum cash for their hard work. We work with these owners in performing the following:
Fact: Three out of four small business owners did not have an Exit Strategy developed, as recently reported in a study conducted by Harris Interactive of small business owners surveyed.
Fact: SunCoast Advisory developed a transition planning method and over the past five years has used it successfully to sell over twenty businesses classified by Harris Interactive as hard to sell.
Our company has designed and established a leading Small Business Transition system NO Business Broker could ever offer.
The four step process project based transition results in the highest value and the safest exit from the business for the Seller. Contact us today to get your transition plan started.
