- 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.
