• Scale

    We help business owners unlock their growth potential by creating developmental strategies for acquisitions, investment capital, bank financing, joint ventures, strategic partnerships, and organic operational process improvements.

  • Restructure

    Restructuring begins with a paradigm shift. This transformational process works to help income based companies convert to value based companies.

    Value based companies can communicate their liquid transferable value to an investor, bank, or buyer.

    Value based companies create both value and income for stakeholders, not just income.

  • Succession

    Planning for the future is essential for any successful business transition. We assist business owners in developing effective succession plans that preserve the legacy, empower new leadership, and ensure continued success of your company and stakeholders.

  • Exit

    Whether you're planning a partial sell, merger, or a full scale transition of your business, we offer comprehensive certified exit planning advisory services to ensure a significant exit strategy.

    From enterprise valuation, guided implementation, negotiation, value acceleration, and exit options exploration - we guide you every step of the way to achieve the best possible outcome.

MAX Value Academy

At MAX Value Academy, we empower business owners with the knowledge and tools to drive their company’s success. Our program offers three tailored options: personalized 1:1 Advisory sessions, a focused 4-week workshop, and an in-depth 12-week mastermind. Whether you're just starting to scale or preparing for your next phase of growth, MAX Value Academy provides practical strategies and insights that you can apply directly to your business. Our goal is to equip you with the basics you need to build a stronger, more valuable company.

    • Personalized, one-on-one guidance tailored to your specific business needs.

    • This group workshop helps business owners close the gap between their current business value and personal financial goals. Over 4 weeks, participants will gain insights into valuation, owner independence, and explore transition strategies. Perfect for quick, actionable results in a collaborative setting.

    • This 12-week group program covers essential business topics like valuation, wealth planning, and value acceleration. Owners work together in a supportive environment to develop strategies for scaling, exit planning, and achieving long-term success. Ideal for those looking to make a big impact on their business.

MAX Value Assessment

Discover the current enterprise value of your company and its potential best-in-class value with our robust dynamic valuation process the MAX Value Assessment. Or get an idea of what your business is worth right now with our free 15min easy to use valuation tool MAX-Lite.

MAX Value Acceleration

MAX Value Advisory is our comprehensive service for businesses seeking strategic planning and implementation. We work closely with you to develop customized strategies that align with your goals and drive growth. From initial planning to full execution, our team ensures that every step is optimized for success, providing hands-on support to help your business achieve measurable outcomes.

    • A step-by-step guide to executing your strategic plan effectively.

    • Comprehensive preparation for acquisitions or sales, ensuring readiness and value maximization.

    • Tailored strategies and actions designed to drive business growth and success.

    • Coordinating key stakeholders to ensure seamless decision-making and execution

MAX Value Advisory

Explore new possibilities, aspirations, goals, and objectives with us. Maximizing your value creates a whole new set of options for you, your family, and your steak holders. We will thoroughly evaluate your exit options and help you cultivate the vision for your next act of life.

Industry Verticals

  • Helping firms streamline project management, optimize resources, and scale operations for sustainable growth in a competitive industry.

  • Providing strategic solutions to improve operational efficiency, expand distribution networks, and drive innovation in production.

  • Supporting service-based businesses with strategic planning to enhance client offerings, improve internal processes, and maximize profitability.

  • Offering specialized guidance for healthcare providers to optimize operations, improve patient care, and expand service capabilities.

  • Helping technology-driven businesses stay ahead of industry demands with strategies for growth, innovation, and operational excellence.

  • Delivering strategic insights to support sustainable growth, optimize supply chains, and enhance innovation in the food and agriculture sectors.

  • Supporting fabrication businesses with customized plans to improve production efficiency, expand market reach, and foster long-term growth.

  • Helping beauty and lifestyle brands scale their operations, enhance product development, and increase market penetration.

  • Providing tailored solutions for restaurants and retail businesses to improve customer experience, optimize operations, and drive revenue growth.

MAX Value All Access

  • Helping firms streamline project management, optimize resources, and scale operations for sustainable growth in a competitive industry.

  • Providing strategic solutions to improve operational efficiency, expand distribution networks, and drive innovation in production.

  • Supporting service-based businesses with strategic planning to enhance client offerings, improve internal processes, and maximize profitability.

  • Offering specialized guidance for healthcare providers to optimize operations, improve patient care, and expand service capabilities.

  • Helping technology-driven businesses stay ahead of industry demands with strategies for growth, innovation, and operational excellence.