Chris Carey Advisors begins the Evaluation & Analysis process by meeting with leadership to establish the ultimate goal of the organization. It could be a desire to increase profit and cash flow and maintain ownership, or perhaps to go public, or to sell the business. In the case of a family-owned business, the priorities may be to support the family members’ lifestyles and prepare the next generation to assume responsibility in years to come. Chris Carey Advisors redesigns the business to fulfill the ultimate goals of the owners and purpose of the organization.
Once these objectives are clear, Carey and his team turn to leveraging leadership, determining roles based on strengths—not title—and positioning the CEO and other executives precisely where they will provide the greatest value. Chris Carey Advisors identifies the highest and best use of company resources.
With newly fortified leadership in place, Chris Carey Advisors initiates a series of critical company-wide improvements: streamlining processes and organizational structure; enhancing technology in business and financial systems; refocusing on an outcomes-based sales approach; and leveraging financial resources.