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Value Journey Services

We partner with you to achieve your personal and business goals and objectives.  We first listen to understand your needs and then work with you to determine the best course of action to achieve your desired outcomes. 


Exit & Transition Planning

Guidance to help prepare you and your business for a successful exit or transition with options.

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Strategic Planning Services

Position your business for growth and profitability with actionable strategic planning and focused execution.

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Executive Coaching

Individual and team leadership development to help you improve culture and team performance.

 Business Assessments

An expert, independent review of all aspects of your business — and the guidance to improve it.


Additional Financial Consulting and Business Planning Services


Mergers and Acquisitions

Business valuation services, due diligence and expert guidance to help you complete a successful sale, merger or acquisition.

Discussing the Numbers

Business Financial Planning

Hands-on guidance from a business financial consultant to help you understand and use financial planning to improve performance and profitability.


Organizational Alignment

Driving profitability by aligning senior leadership teams around a shared vision and common focus for decision-making and strategy.


Performance Management

Employee coaching and development plans to help you build, train and retain a high-performing team.


Interim CFO
Executive-level financial expertise to fill a vacancy or unmet need.

Are you ready to take the first step?

We invite you to schedule a free 30 minute call and tell us your you got to where you are today, and what's weighing on your mind that led you to reach out. Experience our unique approach to partnering with clients on their journey. We look forward to connecting with you! 

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