OUR MISSION: HARMONIZING CAPITAL, EMPOWERING LIVES® THROUGH RESILIENT CAPITAL PLANNING
OUR MISSION: HARMONIZING CAPITAL, EMPOWERING LIVES® THROUGH RESILIENT CAPITAL PLANNING
How We Work
As businesses grow beyond $25M, $100M or even $500M in sales, owners have a dramatic choice: employ a deliberate approach to leadership and capital succession or expose the company to the fierce scarcities of talent, cash and confidence that can jeopardize a company’s future.
Specifically, we embrace the needs of founders, shareholders, the executive team and the corporate balance sheet. Our vantage point and skills enable us to work multi-functionally across executive compensation, equity strategies and exit & legacy planning.
Seven Core Client Questions
BOLD Value clients tell us that they use our services to design and implement solutions to the following critical questions:
How do we create a high performance organization that encourages long term growth?
How do we craft incentives to win the war for talent against more established competitors?
How do we select the appropriate capital structure for each stage of our company’s growth?
How can we foster the next generation of leaders, owners and board for the next ten years?
- How should we manage risk and reward following a change of ownership or leadership?
How can we exit the business, in style, and achieve long term goals for our families?
- How do we know if we’ve done the best we can to grow and preserve assets for our families?
