Services

Q4 Advisors services are designed with one goal in mind: to help you design a successful and profitable exit strategy.  Here’s a snapshot of our services:

Exit Planning

Perhaps you’re 10 years out from exiting your business, or maybe you’re hoping to wrap up the game a bit sooner. The earlier you start developing an exit strategy, the better, but we understand that time and circumstances don’t always allow the luxury of long-term planning.

Q4 Advisors will assist you in developing a game plan designed around your goals, desires, and timeframe, helping you maximize value and return. Exit Planning includes reviewing and revising as necessary:

  • Goals and expectations
  • Due diligence
  • Mitigation of key risks
  • Accounting clean-up
  • Market assessment
  • Legal review
  • Existing customer and vendor relationships
  • Management structure

One of the foundational elements of exit planning is business valuation. Q4 Advisors works closely with a third-party expert to provide you with an independent assessment of your company’s current market value. The valuation will be critical as to the next step: Value Driver Advising.


Value Driver Advising

When approaching the fourth quarter, it’s time to take a hard look at your company’s playbook. It may be time to make adjustments – business as usual may not be enough to achieve your desired end game. This is when Value Driver Advising becomes critical. It’s time for an honest look at where things are, where you want to be, and what it will take to get there.

Our value driver planning process will answer the critical question: Now that you’ve reached the fourth quarter, what can you do to increase your company’s value and profitability? Q4 Advisors will help you assess factors such as management structure, cash flow, earnings, personnel, and vendor or client contracts. Then we will design strategies to help you make the decisions necessary to get your company ready for sale.


Succession Tax Planning

Smart tax planning can protect you from incurring unnecessary tax liabilities and help you optimize your tax position.

Q4 Advisors will work with you and your accounting advisor to review foundational elements such as:

  • Company structure: current and best fit
  • Family succession
  • Employee ownership
  • Deferred compensation
  • Defined benefit plans
  • Capital improvements
  • Cash flow
  • Financing a sale

Team Cohesion Coaching

What’s your most valuable asset? Your people. Understanding what makes your team tick and leveraging their strengths will not only fortify your business today but prepare it for a brighter, more valuable tomorrow.

Conative testing looks at the innate ways an individual brings their best to the table, instinctively applies problem-solving skills, and works within a given corporate structure. Q4 Advisors uses the Kolbe Index to help clients better understand their employees, allowing you to maximize your team’s strengths and design internal personnel structures that will have bottom-line impact and rippling repercussions on your company’s future.


Ready to learn more?

Contact us today for a complimentary consultation!