The Liminal Process
The Liminal Process helps successful business owners amplify value by integrating personal aspirations and business goals.
PHASE 1 Discovery
1. Business Valuation
Understand business value drivers to preserve time and avoid common pitfalls including lack of resources and...
2. Personal Financial Plan
Improve peace of mind by alleviating doubts about value, preventing costly mistakes, and saving time for more cruci...
3. Prioritize Strategic Action Plan
Design and implement a personal and corporate strategic plan to align goals and priorities.
PHASE 2 Optimization
4. Value Gap or Excess Analysis
Utilize a dashboard for decision-making that determines the optimal outcome for both business and family, optimizing...
5. Risk Mitigation
Optimize business value by avoiding the common pitfalls of utilizing a dashboard to track progress.
6. Transition and Succession Options
Determine desired exit strategy by providing confidence in business value
PHASE 3 IMPLEMENTION
7. Grow/Keep
Follow a comprehensive strategic plan to optimize business value and have greater confidence in decision making.
8. Exit/Sell
Align optimized business value with a desirable exit plan, ensuring family and Legacy priorities are addressed and...
9. Prepare for Transfer
Be confident with a tailored plan that ensures you have the financial and professional resources to achieve your...