As a business owner what is likely your biggest asset? What will potentially create the most value, lifestyle, and benefit to your family and associates? What will give you a chance to pass your values and legacy on to the second or third generation?
No surprise. The answer is… YOUR BUSINESS.
Would it be nice to work with an advising company with people who understands this concept? Advisors who are also business owners? Advisors who have experience in commercial, investment, and private banking, and that can integrate personal, family, and business planning?
Many advisors are unable or unwilling to delay a larger investment relationship until after a business owner sells, transitions, or closes the business. Nor do many advisor firms possess commercial banking, contract CFO, or business manager skills that a business owner can hire to add value to or improve their business.
Whether the desire is for purely investment related service or broader financial consulting services related to select aspects of your business, Gibborim Financial can help. Some examples of how we have worked with business owners are listed below.
Result: Increase in market value of business, increase in payout to owner, family crises aversion, key staff retained, succession plan established.
Problem: No significant thought, discussion, or planning had been conducted around succession planning, technically or rationale.
Solution: Key data and questions reviewed, collaborative solution alternatives developed, key strategy executed.
SEMP is a structured, modular, and systematic method to increase business profit from increasing gross revenue and improving operational efficiency.
Many business owners are engrossed in running their day-to-day business operations and are not large enough to employ qualified staff in key areas- leaving them with several disadvantages and typically not enough time to critically analyze or think about their business.
It is analogous to having a treasure map and access to sufficient resources that can result in finding substantial hidden treasure, but simply never spreading the map out and using it.
So, how does a time and resource strapped business owner open the map or get started on their hunt for treasure?
Engaging with a consultant- collaborating on goals, situation, resources, and assessing key areas that can be targeted for improvement designed to increase gross revenue, net profit, or operational efficiency.
Some of the key areas available to action include but are not limited to the following 14 areas.
A few examples of other questions that may be reason to contact Gibborim Financial include:
Contact Gibborim Financial today to discuss questions, current problems, or to inquire what a potential consulting engagement may look like for your business. We are likely able to help, and if not, will let you know quickly.