Available Services

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We have worked with many companies on strategic planning and written numerous business plans. We will work with the executive team to identify the best strategies and develop a business plan to successfully put those strategies into action along with a succinct timeline to get things completed. 

Whether you are nearing retirement or still many years away, you need to have an exit strategy. We'll help you plan out your exit from the business by detailing a plan that defines where you want your business to be in sales, expenses, profit, people and capital improvements. This plan could take years to accomplish. We will work with you to set this plan, determine what is needed to set this in motion and adjust with you as the business grows and changes. Completing an exit strategy will help ensure you get the most for your business when it is time to retire.

Putting together a cohesive list of Strengths, Weaknesses, Opportunities and Threats will help us determine what strategies are best for your company.

All companies have competitors. We can do a thorough competitive analysis on the strengths and weaknesses of competitors and learn how to beat all the competition.

If you have a business challenge, let’s meet and come up with options to solve it. Our experience with a variety of challenges will help find a definitive and actionable resolution. Additionally, if you need outside help, we have built a comprehensive and trusted list of connections.

Revenue growth is important for all companies. Let’s determine the best products and services and focus on offering high value to customers.

Reaching potential customers is a critical part of growing sales. All companies need new sales leads that will result in new business.    Brand recognition for companies and their products is important.  Whether it’s using Google ads, search engine optimization, social media, direct mail or networking events, we will determine the best platform and set goals to maximize qualified sales leads.

QuickBooks is one of the most commonly used accounting programs for small businesses. We will help you develop a clear understanding of QuickBooks and financial plans. Let’s make sure your financials are accurate and focus on improvements.

If you are thinking about or preparing to sell your company, whether this year or in the next few years, you need to prepare for this event. We have helped many companies prepare for a sale and maximize the sale price. Let’s create a plan, presentation, and list of potential buyers.

Companies often don’t have a clear understanding of their value.   Completing a valuation requires a full study of the financials, potential buyers, previous sales, and the current market conditions. We can complete this project for you and provide you with a valuation range to help you determine your next move.

Acquiring a business is a great way to grow your own business. But, integrating an acquired business can be challenging. It is important to determine redundancies and determine the best way to integrate employees, systems, and facilities.

Owner of Sundance17 Associates, Chuck Philipp, is involved as a facilitator for business leaders with The Alternative Board of Northern Colorado. If you want to be a part of a monthly business leaders board meeting and utilize powerful online tools for vision, strategy and planning, we can help.