BLUE SKY ADVISORY SERVICES
Maximize Value, Minimize Doubt, Secure Your Future.
Blue Sky Advisory Services
Formed by business owners for business owners. We believe ALL businesses, regardless of business size or industry, should have access to the same type of planning, strategies, and value creation as larger businesses do.
As entrepreneurs who have previously sold our own businesses, we have walked in your shoes. All of our services are designed to address the challenges we wish we had better guidance and support for while scaling and eventually selling our businesses. Everything we do is with the business owner in mind.
Our methodology employs a holistic approach designed to prepare both the business and its owner for scaling and future sale, whether that involves an outright transfer of ownership or taking on an equity partner(s).
We have structured our four practice areas to specifically tackle the common challenges that small businesses face and the decisions that can adversely affect their value.
BY OWNERS, FOR OWNERS
Real expertise from actual business owners who have sold multiple businesses.
We are NOT business brokers or investment bankers. We are former entrepreneurs who have successfully built and sold our own businesses. We recognize that one size does not fit all. Each of our businesses were unique, were in different industries, and were sold in different economic conditions. Each had its own success and imperfections as well as reasons for selling.
That is why we start with a free, no-obligation consultation. We work with you to determine your exit planning goals and make them achievable. We also believe you should pay for what you need and what you will use. This is why we have aligned our service offering and fee structures to match that philosophy.
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Over 25 years of experience.
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Business selling success rate of over 75%.
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Entire evaluation and exit planning process is handled for you.
Creating an Exit Plan is simple, but not easy.
We work with business owners, their families, and their professional team to bring a comprehensive approach to the Exit Planning process.
Our approach results in the alignment of their business and personal planning goals.
Every business owner is entitled to have an opportunity to conduct a confidential exit planning process. Exit planning is a business strategy. It integrates your personal, business, and financial goals and serves as a guide for success.
Our Value Creation process increases the value of the business and prepares the company for due diligence. We will then take your business to market, evaluate offers, and negotiate the sale of your business.
A proper, well run, unbiased Exit Planning process provides immediate returns and benefits while defining a clear roadmap for your future.
Real expertise from actual business owners who have sold multiple businesses.
We are NOT business brokers or investment bankers. We are former entrepreneurs who have successfully built and sold our own businesses. We recognize that one size does not fit all. Each of our business were unique, were in different industries, and sold in different economic conditions. Each had its own success and imperfections as well as reasons for selling.
That is why we start with a free, no-obligation consultation. We work with you to determine your exit planning goals and make them achievable. We also believe you should pay for what you need and what you will use. This is why we have aligned our service offering and fee structures to match that philosophy.
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Over 25 years of experience.
-
Business selling success rate of over 75%.
-
Entire evaluation and exit planning process is handled for you.
BlueSky Exit Planning
The Blue-Sky Exit Planning and Value Creation Process™ is designed to help you create a business that is valuable today in the form of profits and cashflow and in the future in terms of exit value.
Our process gives you a clear understanding of the steps that are required for the successful transition or sale of the business as well as for taking on your first significant outside investment.
The process is broken into four distinct phases, each with a defined cost, set of deliverables and time frame. This process is designed to build value. The process is structured to keep the business owner, and their management team engaged.
BlueSky Advisory Services
At this crucial juncture, we work with the business owner to assess all possible exit strategies allowing the owner to make an informed decision of how they want to take their business to market.
We work with business owners, their families and their professional team to bring a comprehensive, holistic approach to the Exit Planning process, from exploring the owners exit options, to working with the owners, other professionals (CPA’s, attorneys, financial planners) to getting the business sold or transferred.
Blue Sky will represent you in a potential transaction, whether it is an internal buyout, shareholder dispute, family succession planning, outside investment or outright sale of the business.
Blue Sky Recruiting Services
Blue Sky Recruiting Services’ mission is to help you scale your business with the ideal team and a strong execution first culture. Blue Sky is more than just a recruitment agency; we are your strategic partners in growth.
Blue Sky Recruiting Services offers a revolutionary approach to recruitment that emphasizes cultural fit and long-term partnership rather than transactional hiring practices. Our unique retainer- based model sets us apart in the industry, aligning our goals directly with the needs and aspirations of our clients.
The cornerstone of our approach is identifying the “Right People.” These individuals not only possess the necessary technical skills but also align with your company culture. Cultural fit is assessed through thorough interviews and various assessments that explore motivations, communication styles, and past experiences in team settings.
Fractional CFO Services
Blue Sky Fractional CFO Services is designed to support rapidly growing companies who require a level of experience, expertise and guidance that their budget cannot support on a full-time basis.
Our team of Fractional CFO’s have public company and private company experience, and each has more than 20 years’ experience as a CFO.
CFO Services
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Fractional CFO Support and Strategic Consulting
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Financial Modeling, Budgeting, Forecasting and Financial Reporting Support
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Cashflow tracking and reporting
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Monthly reporting and review with business owner
We understand the confusion, concern and reluctance to begin thinking about planning for your business exit.
As entrepreneurs who have successfully sold several businesses, we understand your reluctance to begin the planning process. We are aware that you receive a barrage of solicitations from salespeople and other professionals.
At Blue Sky, we disrupt the existing process small and mid-size business owners are subject to.
We provide you with the information and the tools you need to make an informed decision on who you will entrust to guide you through the sale of your life’s work and most likely your largest asset.