Tamarisk Business Advisors LLC

Succession Planning

Helping business owners protect their legacy during leadership succession demands a proven process, nuanced execution, and artful mediation.

The process begins with a comprehensive online business assessment to provide insight into the valuation of the business and strategies for preparing for succession. With this insight, a detailed succession plan is prepared. Next, the plan is implemented—either directly or in conjunction with other professional advisors—depending on how the plan is constructed. The role of the team is to lead the effort and ensure that the plan is properly implemented and executed. Finally, successors are supported with a proven set of tools and coaching programs.

Business Valuation

The process begins by understanding each business’s unique situation and gathering essential information. A financial valuation of the company is then prepared, along with a customized report outlining the most significant factors affecting valuation.

In addition, the company’s performance is compared relative to industry peers. Financial opportunities and strengths are also identified.

Finally, guidance is provided to help business owners understand the implications of the valuation—whether it is needed for personal financial planning, strategic planning, succession planning, a buy-sell agreement, or in preparation to sell the business.

Value Acceleration

The Value Acceleration Methodology is a proven process that focuses on growing the value of a business and aligning business, personal, and financial goals. Business owners are guided through the process of developing a Master Plan that is grounded in action and provides key deliverables and metrics.

The methodology provides very predictable results. The focus is on breaking down strategic issues into 90-day sprints, connecting daily activities to value, and mitigating risk. This serves as a driver of organizational behavior and encourages employees to think like owners.

Owner and family wealth are placed at the center of the plan. Value Acceleration is used as an inter-generational and employee development, transition, and measurement tool, creating a roadmap to success.