We are a boutique consulting firm working with business owners and their management teams to help monetize and maximize the investment owners have made in their privately held business. Our services are three-tiered (hence the name ROI "Cubed") and include:
-> Business assessment valuation / value growth consulting to increase total enterprise value;
-> Transition planning / ESOP (employee stock ownership plan) feasibility, design, integration;
-> M&A consulting helping owners thru the selling or buying process (if growing thru acquisition).