top of page
Empty Factory

For Professionals

Collaboration. Strength. Guidance.

A recent survey from the Sleeter Group found that the number one reason why businesses leave their accountants is because they weren’t getting proactive advice. Let us help you have proactive, meaningful conversations with your clients.



Meet with your Integrated Relationship Manager and Financial Advisor to identify the top 5-10 Business Owners that would benefit from the Discover Process to determine where on the Growth to Exit spectrum they are.


Growth Planning Discover Report

This Report will include: Review of their current views on the importance of investing in growth vs realizing equity value. The assessment will show the value of their business and the key value drivers impacting that value.


Assessment of Operational Effectiveness Report

The average Value Gap that we uncover in our Growth Planning Discover Report has been $2.7 million (1).  Our Assessment of Operational Effectiveness provides the keys to unlock that potential value. This is a Deep Dive assessment that will provide the strategies and tactics as well as how to prioritize them based on their particular business.

 (1) (c)2020 Core Value Research LLC

bottom of page