Exit Planning Institute North Texas Chapter Social

Date:  June 8, 2017  4:30- 6:30
Place: Nick and Sam's, 8111 Preston Rd, Dallas 75225  (Preston Center SW corner)
Members: $15; Non-Members $20
Register: Here


"Working Capital - What You Don't Know Can Sabotage the Transaction"

Date: July 14, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900 Dallas, TX 75230
Members: $15; Non-Members $20
Speakers:  Monty Walker and Robert Rough

Register: Here


" Could Exit Planning Have Saved This Family and its Business"

Date: August 11, 2017  7:30- 9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900, Dallas, TX 75230
Members: $15; Non-Members $20
Speakers: Doug Box, Interviewed by Mariann Montgomery
Register: Here


"Business Value for Exit Planning-Triggers Drivers Approaches"

Date: September 8, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs , Suite 900, Dallas 75230
Members: $15  Non-Members- $20
Speakers: Chris Mercer
Register: Here

 


Growth Strategies

How can I improve my sales and profits, especially in this economy?

If you are in a growth mode or leaving your business is not under consideration and will not be for a few years, our services are designed for you.

Value Enhancement Opportunities

We look at over 50 areas that impact the profitability and value of your business, including a complete action plan and a map to help you reach your goals.  We take a look at the strengths, weaknesses, opportunities, and threats of your business. This is the most efficient way for us to gather information in preparation for the writing of your business plan, hourly consulting, implementation, and other services, although this analysis can be a stand-alone service.    

Business Plans

The foundation for your growth initiative is a plan.  Just as important is the implementation of the plan.  We write and implement high quality business plans that are developed just for your business.  A business plan is so much more than a book, or a plan that you access from the internet.  It is the journey of producing it which causes you to think critically about your business.  We function as a sounding board, asking you the tough questions as your plan is being developed.

We offer:

  • Strategic Business Plans... I want to take my business in a new direction

This high level plan integrates all aspects of your business’s activities in a mutually supportive system.  It is ideal if your business is operationally efficient but you wish to restructure or introduce a product or service offering or change your business or market model.

  • Operational Business Plans... How can I be more profitable in this economy?

This step-by-step guide is created to map out how your business will reach its goals. It is ideal if you are in a mature or high growth environment and are attempting to re-engineer operations to improve efficiency and profitability.

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This simple plan gives a high level overview of your business and its markets. It is ideal for start-ups or if you are seeking an investor or a bank loan.

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A business plan is only as effective as the quality of its implementation. We implement the plans we write to insure that you achieve the desired results.  

Immediate Improvements.
Lasting Results

Don't just take our word for it -check out what our clients have to say , or read case studies of how we've made an impact for entrepreneurs in transition.