pivoting
Getting started can sometimes be the biggest step. RFN Advisory Group team members have been working with owners like you for decades. Many on our team are owners themselves. We fully understand entrepreneurs. We have a genuine appreciation for an owner who recognizes the need to pivot and take steps towards value acceleration and transition-readiness.
Pivoting owners know proper planning is needed to achieve goals and those plans need to be agile enough to accommodate all the influences affecting you and your business. One key to successful pivots is having the right, trusted and skilled interdisciplinary team in place, working in concert to make your business ready for next.
In survey after survey, business owners report between 75-95% of their wealth is concentrated within their business. Yet less than 30% have a documented plan for transitioning their business. Even fewer have invested in comprehensive and holistic programs to grow the value of their largest asset, gauge transition options, and prepare to harvest at maximum return on investment.
RFN Advisory Group’s Value Accelerator consists of eight unique 90-day sprints for owners and their companies to undertake. Each sprint targets specific operational and strategic challenges. The outcomes of implementing each sprint, in sequence, are:
Clarity about your path to transferring more value than risk to a successor owner
Understanding your options for transition, including pricing scenarios and deal structures
Short and long-term planning competencies and processes
Operational excellence
Financial efficiencies
Processes for dynamically identifying, assessing and managing risk
Continuity of operations, team and knowledge
More dynamic and agile integrated sales and marketing
Distributed leadership within your management team and throughout your company
The RFN value acceleration process is most effective when done in sequence and as a complete package. However, each sprint is designed to tackle a specific, strategic part of your business and can be undertaken independently. Business owners we have worked with see immediate, meaningful improvements to their companies.
Whatever your reasons for pivoting into value acceleration and transition planning, RFN Advisory Group will meet you where you are to help you build your path and navigate to your winning outcomes.
You will be paired with a team of advisors based on your needs and the value acceleration sprint you are undertaking.
We would love to support you through your transition planning process.
“We have been working with this team for seven years and have benefited from their discipline, processes and expertise. You were the first people I thought of when my company was approached by another for acquisition.”
Synchrony Systems, Inc.