OUR SERVICES
We build you a blueprint that benefits your business and your life.
Discover our proven, four-step process for business owners
Whether you’re looking to scale your business, transition out of it, or both, we’ll put you on the right path.
Step 1: Sketch out your goals
WHAT DO YOU WANT TO BE WHEN YOU GROW UP?
We begin with a brainstorming session to ensure your business blueprint supports your life dreams. Once we identify your personal and professional goals, we put together a team to help you achieve them, including estate planners, CPAs, attorneys, wealth managers, M&A specialists, and others as needed. We speak the languages of these advisors, so you don’t have to.
Step 2: Set a solid foundation
HOW ARE WE GOING TO GET YOU THERE?
Now that we know where you want to go, we draft the plan to get you there. We oversee and provide guidance to the financial function. We establish proper systems and processes to help you make decisions that support your business goals. We then monitor your KPIS on a custom dashboard to ensure you hit the desired benchmarks.
Step 3: Build the business value
WHERE ARE THE GAPS—AND HOW DO WE CLOSE THEM?
As you work to grow and scale your business, we provide objective advice to identify — and meet — the value gap. Using analysis tools such as cash flow planning, we will help identify options for an exit and support M&A activity as needed. We’ll make sure the right people are in the right seats at all times.
Step 4: Finish the project
WHEN WILL YOU EXIT THE BUSINESS?
If you’re looking to sell or transition out of your business, we’ll assist in planning and executing the sale. Whether it’s months or years down the road, we’ll help you get up and out of business ownership in the safest, smoothest, most enjoyable way possible.
“No one likes to deliver tough news. But Mike challenges his clients to take a step out of their normal business ways to think two and three steps ahead. That is what Mike does best — long-term strategy.”
— Jennifer Ferris, Risk Management Consultant
The preliminary timeline for a typical blueprint is six months.
We will meet monthly to assess progress and adjust your blueprint as needed.
Working with Mike as our guide throughout the M&A process helped us achieve the outcome we were looking for.
Mike is financially savvy, direct when necessary, and was our cheerleader all the way across the finish line.
I will definitely work with Mike and Blueprint again in my next company.
– John Meyer, CEO / Cofounder
This is about you — your career, your business, and your family.
We’re just here to help you every step of the way.