“Financial Designs Business Advisors has opened our eyes to a disciplined approach on how to define and achieve our future vision. We create actionable plans and allocate the resources to make measurable improvements. I firmly believe our business coaching relationship with Financial Designs Business Advisors is making us a better company.”

Sackett Wood, CEO | Moore & Giles, Leather Since 1933 (Forest, VA)

Industries We Have Served

Manufacturing

Construction

Professional Services

Wholesale Distribution

Medical & Dental Practices

 

Problems We Solve

  • No clear ownership, leadership, or management succession plan

  • Stalled growth in revenue and/or profits

  • Overly complicated or misaligned compensation plans not attached to value acceleration

  • Varied operational practices too dependent on individual heroics, not playbooks.

  • Advisory teams working in uncoordinated silos

  • Uncertainty about the value of the most important asset, the company

  • Absence of a clear plan for ownership transition or exit that creates an abundant future

 

Why Clients Choose Us

  • We guide business owners to create vision, team alignment, and shared accountability.

  • We offer solutions for various common business frustrations, including succession planning, profit growth, talent management, compensation transparency and operational efficiency and effectiveness.

  • We provide clarity on the company’s value, value accelerators, and help connect incentive pay to value acceleration.

  • We assist in creating a vision for an abundant future, and design and support the plan to achieve it.

  • We collaborate with existing advisory teams, with accountability.

 

Outcomes We Deliver

  • Clear understanding of your company’s value, its potential value with benchmarks and value-acceleration strategies identified

  • A written strategic business continuity, succession and transition plan

  • Recruiting, retention, assessment, compensation and coaching plans that attract, retain, and grow a roster of A-players

  • An active and structured board of advisors/directors, including outside advisors, to guide strategic thinking, vision, and governance

  • Collaboration with financial and business advisors to leverage owner growth goals and risk management

  • Clarity on how to extract value from your company for a prosperous retirement and secure family net worth

  • Confidence about the future, clarity for wise decision-making, and mastery of the tools to achieve your vision

A Few of Our Clients

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