Understand and maximize the value of your business
We work alongside business owners to help them identify, protect, and maximize the value of their businesses through Business Value Assessments, Leadership Support, Forward-Looking Insights & Advisory, and Buyer & Seller Transaction Support Services
IDENTIFY
PROTECT
MAXIMIZE
Do you wonder…
What your business could be worth?
How to increase the value or what could decrease it?
What would happen if you took a vacation?
What bottlenecks keeping your business from growing?
How to get the most for and from your business?
Where to start if someone approached you about buying your business or selling your theirs?
…what your business could be worth and how to increase, protect, and maximize the value you’ve created.
Stop Wondering (and wandering)…
Our G360 Business Reviews come in three levels of depth and detail to meet different owner situations and current business, personal, and financial needs.
…what would happen if you took a vacation, about bottlenecks, and how to get the most for and from your business.
Through Gestalt Business Solutions, LLC and our sister company My CFO, LLC we provide two areas of Leadership Support: Fractional Services (COO & CFO) and Insights & Advisory programs on a weekly, bi-weekly, or monthly basis.
Stop wondering and schedule a free, 15-minute consult to understand how we help owners identify, protect, and maximize the value of their businesses and which Business Review or service is right for your individual situation.
…where to start (and what you’d do) if someone approaches you about buying your business or selling you theirs.
When a business is best-in-class, or even when working towards it, owners can get approached by a buyer (or seller) about doing a business transaction. This process is more about negotiation, protecting value, managing emotions, and not getting distracted from your role as business owner. There are many unseen risks, challenges, and opportunities in a transaction. We help owners effectively identify, protect, and maximize the value of their business through transactions when the buyer and/or seller are previously identified or known.
Take their word for it.
Then talk to us.
Many of our new clients are referrals from their trusted partners, mentors, and business owner friends and peers. We don’t take this for granted or lightly.
“In so many cases as a business owner you know what you know and how to do it well, but you have to have someone to lean on…We had the experience. We had the leadership, and knowledge on how to get through that process.”
- Owner, Industrial Supplier
“I don’t think you can put together a better team than this group.”
- Owner, Automotive After-Market Distributor
PACKAGES & PRICING
G360 Intro Value Assessment
$1,750
Start here, if you are only focused on the number and have a great grasp on your financial statements. Need help to recast your financials or want to go more in-depth into the strengths and unseen risks of your business? Check out the G360 Business Review.
You provide the information through our upload process and we provide an informational 29-page business value assessment report for download.
Insights & Advisory
$1,800/month*
Monthly services start at the above price; additional services are available. Starting Financial Insights Package includes:
Bi-weekly check-in call to review AR, pipeline, forecasts, and general financial/business topics
Monthly My CFO Financial Flash Report and Financial Statements review
*Starting at. Packages are tailored to you.
OUR PROCESS
Schedule your free, 15-minute consult to understand how we help owners identify, protect, and maximize the value of their businesses and which Business Review or service is right for your individual situation.
G360 Business Review
$3,000
Consultation, Zoom presentation, and PDF Report including:
Basic recasting of P&L
Business Value Assessment report
Vision/Objectives discussion
Concentration analysis
Strengths & Weaknesses
For more advanced analysis, discussion, and insights we offer a G360 Business Review + package.
After completing the initial consult and signing the consulting agreement, owners will confidentially and securely upload the required documents and information via ShareFile for review by the Gestalt Team. Get started by scheduling your initial consult.
The Gestalt team will complete an initial review of the documents and send a link to schedule a 30-minute Discovery call.
Next, we’ll take the information provided and uncovered in the Discovery call and complete the G360 Business Review analysis. Once complete, we’ll schedule a 45-minute consultation and review. Once complete, we’ll provide you with a PDF of your G360 Business Value Assessment Report.
We support owners by helping them identify, protect, and maximize the strategic value of their business so that, together, we create the greatest impact on them, their families, employees, and communities. We work alongside owners and their leadership teams to build good businesses into best-in-class businesses.
Being best-in-class drives business results today and maximizes the strategic value over time. Best-in-class businesses attract better talent, attract better customers, build stronger vendor relationships, and whenever the time comes, justify higher transaction multiples to maximize value over unprepared, non-transferable, or even good businesses.