Building Business Value for Family-Owned Businesses


The BBV™ Program

It is a complete business advisory program to help family-owned businesses increase their profitability and shareholder value. Many businesses fail to receive the level of business advice from their CPA or accountants. I developed these advisory tools over my consulting career and applied them with great success. I utilize the following ten step approach that quickly identifies the critical issues and needs of the business:

• Identify the pain and the problems
• Determine what needs to be done
• Orient the business
• Manage the scale
• Manage and structure debt
• Maximize assets
• Optimize products and services
• Improve employee effectiveness
• Improve productivity
• Change the right processes for the right reasons

In most situations businesses will utilize my coaching support to implement and apply these techniques. The program is tailored to fit each individual situation based on the problems and level of support needed. Call me to discuss how this program can work for you and your business.

Strategic Optimization

The program also utilizes my seven principles of Strategic Optimization:

  1. Strategy
  2. Sales and marketing
  3. Operational Processes
  4. Measurement
  5. Change Management
  6. Technology
  7. Leadership

Business owners usually understand they have issues and problems, but struggle to apply the techniques and steps to implement an effective solution. All these concepts apply value based management principles concepts to build functional and financially sound businesses that consistently outperform their competition.

Application of the Program

I have been fortunate to learn from some of the top executives and consultants in the country. In addition, I refined these tools and techniques working as a consultant for multiple companies in addition to teaching these same concepts to other CPAs across the country and Canada. Accordingly, I have received a lot of feedback and input in the process of developing and refining this program.

Adopting the program and utilizing my services can be done in conjunction with your current CPA since I am happy to work with them to make sure you get the best service and advice possible.

The store contains the key tools need to begin using these concepts. My coaching support can be done on a virtual basis and can be modified and adjusted to fit your business situation. My goal is to provide the tools and service each client thinks they need and no more. Give me a call to discuss how the program can benefit your business and improve your profitability.


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