Adding value ... to business and life

WHAT’S NEW AT BROWNSTONE

This past year has certainly been a transformational experience for us at BROWNSTONE.
During this time we continued our commitment to business and practice owners, making
certain they “finish well.” For some, this meant transitioning the control, risk and ownership
of the enterprise to family successors. For others, the business needed to be sold to support
the owner’s new life.

While working with owners to design and implement an effective “exit” or succession
strategy, we increasingly encountered situations in which the business or practice was
underperforming. Since the transferable wealth of the business was critical to the owner’s
post-transition life, we had to incorporate value-driven growth strategies into the business
operations as a necessary part of the larger succession plan.
Value-improvement strategies: A comprehensive review of the business/practice
with recommendations leading to improved value and salability.
Client-centric process modeling: An “outside-in” approach to business process
modeling leading to flawless client relationships resulting in improved profits,
productivity and business value.
Mergers and acquisition consulting: Fee-based (rather than commission driven)
consulting throughout the entire sales process – from initial steps to closing – of the
business or practice.
Managed services: Strategic placement of experienced executives on a temporary
or project basis.
Strategic planning: A data-driven comprehensive planning process leading to a
compelling vision of the future and driven by the necessary actions and processes to
assure success.
Practice Management: Strategies leading to a comprehensive practice review and
process implementation for professional service firms.
BUILDING BRIDGES

“Your problem is to bridge the gap which exists between where you are
now and the goal you intend to reach.” – Earl Nightingale

We are bridge builders. With each engagement we first clarify
the owner’s preferred destination: his or her vision or dream or goals. Only then do we feel
confident in assessing the current situation before making our recommendations. Over time,
our
BridgeWays process has proven to be an effective way to help owners and companies
reach their goals.
BROWNSTONE
Capital Advisors LLC
THE GRAND EXIT:
UNDERSTANDING
BUSINESS/PRACTICE
TRANSITION OPTIONS
Before making a decision
on leaving the business,
owners should learn
about some of the
options available to
them. This latest article
lists eight possibilities
for owners.

Click
here