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Our Process
Jim Fee’s process starts with a clear assessment of your financials and operations to identify opportunities and risks. He then works with you to create and execute tailored strategies, ensuring your business is stronger, more valuable, and fully prepared for growth or transition. Each step is hands-on, structured, and focused on your specific goals.
01. Discover & Assess
We will begin with 1–2 meetings to understand your goals, challenges, and business values. This stage includes an initial valuation (if the goal is a future sale) and a review of financial and operational performance to confirm the partnership fit and define project scope.
Focus areas:
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Understand business objectives and leadership vision
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Conduct initial valuation and financial review (3–5 years lookback)
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Identify key financial drivers, capital needs, and cash flow patterns
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Evaluate benchmarks, reporting systems, and internal processes
02. Diagnose & Plan
Once engaged through a contracted partnership, the focus shifts to analyzing the business in depth to uncover value drivers, growth opportunities, and operational inefficiencies.
Focus areas:
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Assess customers, vendors, and employee structure (roles, compensation, benefits)
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Review processes in sales, operations, and marketing
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Benchmark industry performance and competitive positioning
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Identify financial and operational gaps limiting growth or profitability
03. Execute & Grow
A strategic plan is developed and implemented collaboratively to achieve measurable results—whether that’s stronger profitability, operational efficiency, or preparation for sale.
Focus areas:
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Define revenue and profit objectives
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Set measurable goals for teams
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Execute value-driven growth strategies (including acquisitions or synergies)
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Implement systems and processes that sustain long-term success