Customized Business Strategies: Navigating Success With a S.M.A.R.T Approach
Each business is unique, which is why we tailor each business strategy to suit our client’s unique needs.
Out-of-the-Box Solutions
Business strategy is subjective to each client, industry, and market. IA Business Advisors applies a S.M.A.R.T. approach toward strategy development. Our BizVision™ process supports this by providing a high-level understanding with an ability to explore the details and adjust or control for business challenges and opportunities.
Our Process
Once we understand our client’s products and/or services and the markets they serve through our BizVision™ process, we define a strategy to reach their goals. We then outline the tactics necessary to achieve our recommended strategies. In anticipation of future surprises, both positive and negative, we lean towards conservative strategies with clear exits to keep our clients' businesses safe.
How We’re Different
BizVision™ is our proprietary data-gathering tool tailored to each business and industry. This allows us to gain a clear understanding of our client's individual business. From the data gathered during this process, we can view the business from the inside out and deliver a customized strategy to ensure our client's unique goals are met.
Benefits
Business owners who don’t have a plan for the future of their business or don’t have a solid foundation laid for their company to succeed long-term could be setting themselves up for failure. Working with IA Business Advisors means having a trusted partner to identify the gaps within your business and develop solutions to remediate any root cause issues.
We Offer:
6 to 60 Month Planning
IA Business Advisors' 6 to 60-month operating procedure is designed to provide an outline and initiate the gathering of pertinent information to develop our clients' next 6 to 60-month operating procedures. This strategy is the stimulus for the commitment to work on foundational planning going forward. Any plan is only as good as the effort and energy a company and its employees, managers, and owners are willing to commit to it.
S.M.A.R.T. Tactical Development
Foundational Planning
The key to building any successful business is having a stable foundation. We look at our client’s current foundational structure through the BizVision™ process. This allows us to implement a solid foundation to prepare them to scale their business, meet their needs, and achieve their goals.
Process & Procedure Development
Developing processes and procedures is vital for building efficiencies within an organization. Ensuring the correct processes and procedures are implemented and documented helps ensure all team members are on the same page. IA Business Advisors can help develop these to assist your company in reaching its goals.
S.M.A.R.T. Succession Planning
Ownership & Transition
Planning succession to others can often be a sensitive and fragile topic, especially if there are multiple family members working in the business. IA Business Advisors’ BizVision™ process helps us objectively identify the best plan for company leaders to move forward with in order to continue the business’s success.
Post-Succession Support
When due diligence is not performed during the succession process, issues can arise, such as new leaders causing disruption to the current company culture. If you've already been through succession planning and are facing issues, we can help even after the succession is over.
S.M.A.R.T. Mergers & Acquisitions (M&A)
Business Brokerage & Valuation
IA Business Advisors don’t take a percentage at the closing table. Rather, we provide an agreement with “not to exceed” terms, and we only bill for the work we do up to and through the point of sale.
Due Diligence
As the most important aspect of any merger or acquisition, due diligence is performed through our BizVision™ process so we can have a thorough understanding of each individual business entity.
Change Management
Performing due diligence allows us to develop a successful change management plan to ensure that each team is prepared and the culture remains stable and positive through transition.
Elevate Your Business Wellness:
Elevate your business wellness with a clear view (BizVision™) provided by IA Business Advisors. Connect with us to tackle issues and boost your viability.
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