Getting out of the business creates a complex set of decisions. The biggest decision? Whether to sell the business—on the one hand—or identify a successor, step back from the business, and transition your role. No matter which path a business owner takes, we help them preserve their legacy.

Here are some of the ways we help business owners like yourself exit the business:

If selling the business

• Generate the highest possible return from a sale by increasing the value of the business
• Reduce stress and risk with a suite of services that cover the gamut of transaction needs
• Protect and grow wealth with estate, tax, and investment strategies

If identifying an internal successor

• Develop a succession plan that is realistic, fits the business, and accommodates the family’s specific interests
• Launch leadership development programs to identify and assess internal candidates
• Coach and advise business owners on how to communicate decisions to the family
• Protect and grow wealth with estate, tax, and investment strategies

Like the best New Year’s resolutions, the most effective business changes are those that last. That’s why we see digital transformation as a launching point—not the final destination. The future has a knack for reinventing itself. Your success depends on matching its demanding pace.

Here are some of the ways we help businesses like yours transform digitally:

• Introduce modern analytics and artificial intelligence for better decision-making
• Connect processes and devices with the latest technologies, such as the Internet of Things
• Conduct readiness assessments to prepare the organization for a major change 
• Migrate systems to the cloud to spur collaboration, meet customer needs, and safeguard security
• Create technology roadmaps, matching the organization’s technology needs to specific solutions

Security has gone digital. No longer can businesses check the box for old-school fraud prevention and move on to the next agenda item. In today’s world, executives need to secure both financial and information assets. And while we recommend prevention, we also help an increasing number of organizations looking to recover after a breach to their data.

Here are some of the ways we help businesses like yours secure their assets:

• Employ cybersecurity to protect sensitive and valuable information
• Prevent losses by implementing best practices in risk and governance
• Recover financial losses by pinpointing sources of fraud and corruption
• Locate data vulnerabilities through system-wide health checks
• Increase access to data with managed services programs
  
  

Is my business (really) secure?

Talent. Systems. Processes. These three elements spell success or failure for any business. But performance isn’t an either-or. As your business continues to evolve, we recommend you investigate whether new methods can improve how you operate. Dedicating your attention to these three foundations may elevate your organization’s effectiveness—and boost the bottom line.

Here are some of the ways we help businesses like yours perform:

• Modernize operations by rethinking processes and workflows
• Implement performance tracking systems for all stages of the business
• Increase employee buy-in with change management and communication strategies
• Make better business decisions by effectively deploying data assets
• Assess legacy systems and update as necessary, for operational excellence

The tax, legal, and accounting requirements that businesses face have only increased in complexity. To tackle this complexity, businesses need to align their many compliance needs with their business goals. Done right, compliance can help your business grow. 

Here are some of the ways we help businesses like yours comply:

• Reduce the overall tax burden on the organization
• Customize financial reporting to the unique needs of industry
• Develop internal controls and governance to satisfy all stakeholders
• Plan international tax strategies to manage cross-border activity
• Align financial reporting with the long-term goals of the business

How do I map my compliance needs to business goals?

The COVID-19 pandemic redefined the scale and speed of change. Yet business leaders have always known that speed of response gives the business an advantage. From shifts in the marketplace to increased regulation to changing buyer behaviour—you adapt by tracking the trends and charting a response.

Here are some of the ways we help businesses like yours adapt:

• Pivot the company’s strategic direction
• Reorganize the business
• Shift staff roles and retrain workforces 
• Deploy modern technologies and data assets 
• Assess systems and staff for redundancies

Growth means different things to different organizations. For some, growth is organic, building on past success to generate more revenue. Others look outside the organization. They grow ‘inorganically’—by buying another business, for example. Either way, the way you grow needs to fit the way you do business.

Here are some of the ways we help businesses like yours grow:

• Buy or merge with another business—mergers and acquisitions (M&A)
• Integrate an acquisition into the organizational structure 
• Expand revenues with new products or services 
• Move into new territories to reach new groups of customers
• Create strategic partnership and alliances, such as a joint venture