C5 Business Advisors Services

BUSINESS VALUATION

What Is Your Business Worth?

At C5 Business Advisors, our valuation experts determine the end use of your business valuation and examine the factors that will affect your company's value. We provide business valuation services for the following purposes:

  • Gift and Estate Tax Filings
  • General Tax Planning Purposes
  • Employee Stock Ownership Plans
  • Corporate Planning
  • Family Transfers
  • SBA and General Loan Financing Options
  • Exit Planning/Ownership Transition
  • Buy/Sell Agreements
  • Purchase/Sale of a Business
  • Life Insurance/Key Person Insurance

Industry Experience

C5 Business Advisors professional staff has experience in appraising companies in a diverse group of industries, including, but not limited to:

  • Agriculture
  • Automotive
  • Banking/Financing
  • Construction
  • Distribution/Transportation
  • Electronic
  • Engineering
  • Food/Beverage
  • Manufacturing
  • Oil and Gas
  • Professional Services
  • Real Estate
  • Retail
  • Wholesale

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OWNERSHIP TRANSITION

Business Transition is a Process, Not an Event. Start Early for the Best Outcome.

C5 Business Advisors helps owners navigate the road to transition by first understanding what your goals and objectives are. After your resources have been quantified and ways to maximize and protect business value have been implemented, then you will be ready to move forward. We can help you navigate an Internal Transfer or an External Transfer.

Internal Transfer:

• Employee Stock Ownership Plan (ESOP)

• Management Buyout

• Leveraged Recapitalization

• Family Transfer

External Transfer:

• Strategic Buyer

• Financial Buyer

• Whole or Partial Sale

BUSINESS ADVISORY

The Power of Vision to
Grow Your Business

C5 Business Advisors approach to helping businesses move forward include guiding you and your team through five key components, divided into three phases, which are designed to identify priorities, develop a plan, and implementation. 

Phase 1

Phase 1 begins with data gathering and a pre-planning meeting with the business owners. This enables us to learn the history of the organization as understanding the past will help to prepare the company to move forward. During this phase we will assess your teams Capacity to consider what is best and guide your team through the process of gaining Clarity to know why you do what you do. 

Phase 2

As Clarity was gained in Phase 1, next we assess your organizations Courage to choose what is best and design the plan. During Phase 2, we will spend time organizing, compartmentalizing, and prioritizing issues or obstacles that can be foreseen. A plan will be developed to slay the giants that try to stand in the way of moving forward. Next, a Commitment to practice what is best will be developed by identifying and documenting the critical core processes of your organization.

Phase 3

Once the plan design and processes of Phase 2 are completed, we focus on implementation. The key to organizational success is Consistency. The implementation phase is an ongoing process and overtime will create a stronger culture that will support the overall mission and core values to keep moving the business forward. 

EXECUTIVE COACHING

Investing to Bridge the Gap Between People and Profit

Our goal is to develop leaders who embody the 5 C's: Capacity, Clarity, Courage, Commitment, and Consistency.

Executive Team Sessions

Coaching and Development for:

  • Newly Appointed Managers
  • Mid-Level Managers
  • High Potential Contributors

Cohort Coaching in a Leadership Group

360 Feedback Coaching

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