Our approach
the 9 keys to prosperity
Implement these for a business that generates wealth and creates a legacy
OUR PROSPERITY PROCESS
Our proven process is designed to deliver prosperity through legacy, growth and value.
The building represents your family business treasury.
The foundation is your family values, from those values you establish your business culture.
The 3 pillars that lead to prosperity are Shared Vision, Organizational Strength and a System for Managing.
Each pillar is comprised of 3 critical components, creating a total of 9 drivers that lead to prosperity.
When businesses work on these areas in a focused, agile, and intentional way - prosperity is inevitable.
We help our clients implement the 9 key elements
that lead to prosperity
When you work on these areas - in a focused, agile and intentional way - prosperity is inevitable
SHARED VISION
Decide
Your first step is a decision. Will you be a business first family? Or a family first business?
Purpose
Purpose acts as a north star - guiding every decision you make and action you take as a company.
Align
True alignment comes from incorporating everyone's dreams so that your success and theirs is the same
ORGANIZATIONAL STRENGTH
Leadership
Catalytic leaders are agile. They bring the future forward and inspire everyone around them to greatness.
Talent
Companies run well when roles are filled with qualified people who fit the culture and are fairly compensated
Trust
Accountability and Trust work hand-in-glove. Strengthen one and you'll strengthen the other.
SYSTEM FOR MANAGING
Strategy
Ensure that your growth is profitable with a strategy that takes both revenue and expenses into account
Plan
Leaders will leave at some point. Plan for succession to the next generation or sale of the business.
Governance
Protect what you've built with appropriate governance and a proactive risk management strategy
Our process for working together
Discover
We begin each engagement with an assessment and discovery process.
Our goal is to find the opportunities in where you are now and where you want to go.
Prepare
In the preparation stage we create a solution road map - a prioritized plan with a sequence of steps.
As the client, you will choose which direction you want to go.
Execute
For each item in the solution road map, we follow what we call our "system for management" - an established schedule for getting things done: planning, executing, reporting, improving and forecasting.
Decide
Each year, the decision is the same: do we want to grow? Or is it time to exit?
If the decision is to grow, we circle back to the discovery phase to determine the opportunities.
Exit
If you choose to exit, you can either transition your company to the next generation by implementing your succession plan - or you can begin the M&A process to sell your business.
Ready to explore how the Alliance
can help you prosper?
Download an Information Kit
Speak to one of our advisors
Click the link below to book a complimentary 30-minute call with one of our advisors. We look forward to connecting with you!