Your browser version is outdated. We recommend that you update your browser to the latest version.

Organize

Tasks are organized top down then bottom up.  We cluster our tasks by relating them to their appropriate function. 

 When we first started our business, our names were in every box!  We organize our task to fit into the hierarchy of our design. 

This is a strategic plan.  Our tactical plan would be the recording and organizing of the individual tasks and how they would work in each small box. 

Process

A process is the collection of these delineated tasks organized into a process.  If we identify everything top down we can begin to work bottom up at collecting the minute details. 

System

A system is comprised of an aggregate of processes working together to accomplish a single aim.

 

Begin with the End in Mind

 

Enhance your small business legacy by strategically planning your exit. Consider if your ideal buyer must come from within your industry or if a non-trade-related individual with strong management skills could elevate your business. Early discussions on exit strategies ensure a seamless transition of ownership, preventing conflicts and maximizing returns. Documenting goodwill, encompassing your positive reputation and customer relationships, safeguards its value and makes your business more appealing to potential buyers. Tangible assets like documented business processes act as blueprints for success under new ownership, driving sustained growth and minimizing disruptions during transitions.

Start planning your small business's successful transition today. Whether you need advice on exit strategies or want to document your processes for a smooth handover, we're here to help. Contact us to embark on your journey towards a thriving legacy.