Many consulting firms focus on one stage of the business lifecycle. ProLevelBusiness is a little different — we work with clients at each stage: start-up, growth and maturity. We also understand the problems small business owners have to deal with every day. Budgets are tight, resources are limited, and a beautiful planning document isn’t worth much if the plan isn’t implemented.

Building a successful, sustainable business is not just about planning. It’s also about execution. Common obstacles to growth are people, technology, and processes. We have experience with all three — getting the right people in place, while using the right technology to execute efficient and effective processes. The following is a partial list of our consulting services. If you have a tough business problem not addressed here, take a look at our management consulting services, or just give us a call.

Just need a few hours of consulting? Try our prepaid two-hour consultation.

Success at Business Requires a Roadmap 

Strategy Consulting focuses on helping clients establish a clear vision, long term goals, and a road map. We also help clients communicate and execute their plan. This service is primarily for established businesses and non-profit organizations.

    Feasibility Studies focus on market feasibility, in other words: is there a market for this? We do not perform engineering feasibility studies. We perform a feasibility studies for a wide range of clients, including startups, non-profits, government organizations, and businesses of all sizes.

Business Plan services are appropriate for startups and established organizations. Our focus is on consulting, not just writing. If you just want someone to write down your thoughts without questioning assumptions or proposing alternatives, then you are looking for a business plan writer, not a business plan consultant.

   Marketing Plan services are most appropriate for established small and mid-size businesses, although we occasionally also work with non-profits and startups. Our marketing planning process is structured to provide real value, yet flexible enough to suit almost any business.  

   Market Research is individually tailored to each specific client situation. Most of our market research projects involve interviews or custom panels. We do not prepare or sell standard industry reports. Exit Strategy services are appropriate for businesses with at least five or ten employees and/or revenue exceeding one million dollars. Common exit strategies include selling the business, private equity recapitalization, gifting (to family members or others), ESOP conversion, worker cooperative conversions, and others.

   Audit & Assessment services are designed for small established businesses, but can be adapted to larger businesses (and non-profits) if desired. Business owners often get so close to their business that they see the trees, but miss the forest. Our assessments help business owners identify problems, bottlenecks, risks and opportunities that may be hiding in plain sight. Most of our assessments are customized, but we also have some standard packages.

Business Improvement Planning

Every privately-owned business will transfer to a new owner – someday. Most business transfers will be well-planned and successfully executed, with the current owners prospering. We expect that our pro-active clients will be part of this financially secure group. Other business owners, however, will procrastinate and be surprised by an unexpected near-term business transfer, sometimes voluntary (unsolicited offer or retirement) but often involuntary.

Involuntary transfers include death, disability or dissolution (perhaps due to lack of operating capital or profitability, as well as divorce or partnership disputes). If you have active partners or other shareholders, you need a well-constructed buy-sell agreement. We can provide a review of your plans with recommendations for your unique situation based on our years of experience dealing with these issues.

Business succession planning includes provisions for transferring the business assets to family members, key employees and/or strategic merger candidates as well as complete sale or acquisition. We can assist you with specific planning guidelines in each instance.

We help business owners enhance the value of their business. This strategic business coaching activity improves productivity and profitably while increasing your business transfer possibilities. We will benchmark the current fair market value of your business and quantify the effects of profit improvement and risk reduction on business value. We can develop a project plan for your situation and coach you and your staff, as well as subsequently hold you accountable for the goals and objectives of the plan.

Please contact our business Improvement planning expert advisor for a no-cost telephone consultation to determine if we can help you, and to determine if we can provide you with a reduced price on an introductory strategic business coaching engagement., Tel : 443-823-3812

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