Consulting
Crossroads Advisers assists family or privately held companies as they prepare for one of the most significant events of their lives – “Business Transition Succession/Exiting.”
Crossroads Advisers offers a Business Transition Checkup for Succession/Exit Planning with the goal to move your company from the 80% of businesses that are nontransferable to the 20% that are transferable.
We provide a detailed roadmap with concrete answers and solutions centered on you and your business. We can identify the transferability and sustainability of your net worth that will allow you to achieve your goals.
Crossroads Advisers specializes in assisting business owners with improvements or changes to their tier business. Our goal is to provide clear answers to many of the questions that arise. We employ many valuable tools to guide you through the process.
We specialize in working with business from $1 million to $15 million of value
Business Consulting
Management Assessment
We employ tools that provide the necessary insight into your business.
Benchmark Button
Ever wondered how to move your company to the next level? Curious if your team is on the same page and understands your vision? Feel like your company has the potential but isn’t getting their fast enough? As the business owner, are you too involved in the day-to-day operations? The Benchmark Button allows you to compare your responses on critical growth issues to your peers and put your finger on the pulse of your financial performance compared to your industry. The Benchmark Button helps to identify these issues and find ways to address them
DiSC®
DiSC® is the leading personal assessment tool used by over 1 million people every year to improve work productivity, teamwork and communication. DiSC profile is a non judgmental tool used for discussion of people’s behavioral differences.
Participants are asked to complete a series of questions that produce a detailed report about their personality and behavior. It can provide tips related to working with people of differing styles. The DiSC Model provides a common language that people can use to better understand themselves and to adapt their behaviors with others.
TTI Success insights
TTI are management tools used to improve the productivity of a company’s employee and management teams. These predictive analytical tools are backed by over 30 years of research. Utilizing TTI assessments, businesses can improve communication, retention, productivity, employee development and management effectiveness.
Peer to Peer Support
Take Control of Your Business’s Future with “Your Succession”
Your Vision, Our Strategy. Let’s Succeed Together!
As a small business owner, planning your transition/exit strategy is one of the most daunting tasks. But you don’t have to face this challenge alone. With “Your Succession,” we offer expert guidance to help you create a personalized succession plan that aligns with your vision.
Through peer-to-peer coaching, hands-on workshops, and practical tools, we provide the support and insights you need to pass on your business confidently, streamline operations, and preserve your legacy. Whether you’re ready to transition or just starting to plan, our program will equip you to make informed, strategic decisions every step of the way.
One key benefit of joining Your Succession peer-to-peer groups is the potential increase in your business’s enterprise value. In some cases, we’ve observed businesses increase in value by as much as 30%, which can significantly boost your retirement savings.
Don’t wait until it’s too late. Start planning your future today with “Your Succession” and ensure your business’s smooth, successful transition. Let’s work together to secure the best possible outcome for you, your business, and your successor.
Business Consulting
Business Valuation
A valuation is a fundamental part of your business life cycle
Crossroads Advisers believes that knowing the true value of your business is critical in many aspects of your business and in the succession / exiting of your business. Valuation provides the business owner with knowing their business’s worth. In order to properly provide you with a comprehensive valuation of your business we utilize a cloud-based valuation system with over 33 million international valuations under its belt…BizEquity. Our BizEquity valuation process is simple, non-invasive and requires little of your time. The BizEquity report will provide you with:
- Industry specific financial analysis report
- Four valuation from income, market & asset methodologies
- Equity, Asset, Enterprise & Liquidation values
- Financial summary with 3 years comparative data
- Industry specific KPI performance indicators
- Exponential business value / revenue multiples
- Can be CBV certified
98 % of Business Owners Don't Know the Value of Their Business
Business Consulting
Asset Mapping
Our Advisors use Asset Mapping to provide business owners with financial clarity. By visually organizing all of a business’s finances in a clear graphical layout, we can apply our professional insight in real-time.
Crossroads Advisers understand that a business owners net worth is comprised of both personal and business assets. The management of these assets can be managed by multiple advisors, which makes it impossible to see all of a business owners’ asset in one concise visual image. The lack of having all of your assets identified in one visual image does not afford the business owner to fully identify or manage their personal or business assets and makes it next to impossible to fully understand the value of all their assets, gaps in their financial plans including their most valued asset their business.
For that reason, Crossroads Advisers provides Asset Mapping, which is a cloud based designed to provide you with real time interactive graphics of your financial footprint. This affords us the opportunity to illustrate multiple financial pictures and real-life financial scenarios. That will allow us to identify financial concerns or issues that can then be addressed to elevate or amend your financial plan gaps. In order for business owners to maintain the life style they worked so hard to achieve.
Business Consulting
Continuity Planning
At any stage in your company’s lifecycle, a Business Continuity Plan is critical. It’s even more important than your personal estate plan – because it impacts so many other people. Things happen – whether a family crisis, serious illness or unexpected death. Crossroads Advisers can help you protect your business, your employees, family, customers, vendors and community.
Crossroads Advisers business continuity plan is a proactive plan to avoid and mitigate risks associated with a disruption of operations. It details steps and information to key personnel that can be taken before, to maintain the financial viability of an organization. Our BCP plan is designed include details in the following areas:
- Company Overview
- Trusted Advisors
- Key Employees
- First Contacts & Actions Steps
- Existing Arrangements
- Continuity / Disposition of Business
- Insurance
- Customer & Vendor Details
- Challenges & Solutions
- Miscellaneous Information