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Advisory Services

At Agora, our Advisory Services go beyond traditional consulting. We customize our solutions to meet the unique needs of each client, ensuring lasting and meaningful value rather than just delivering a report and a to-do list. Our experienced advisors, who have held executive and ownership roles themselves, work closely with clients to address their specific challenges and goals. Whether through monthly retainers, fixed fees, or outcome-based pricing, our focus is on creating substantial, enduring value. Our engagements span from preparing for future transitions to addressing immediate business needs, ensuring your company is always positioned for success.

Exit
Readiness

How prepared is your business for a successful transition, and what steps can you take today to bridge the gap between where you are and your ideal exit scenario?

Corporate development support

Are you making the most strategic decisions for growth and diversification, and how can expert guidance help you seize new opportunities and maximize enterprise value?

Transaction preparedness

With an imminent exit on the horizon, how can you quickly optimize your business to ensure it's as attractive as possible to potential buyers?

management consultative services

Are you keeping your business's exit options open while enhancing its value, and how can ongoing expert advice help you stay agile and prepared for any future scenario?

Exit Readiness Advisory Services

Our Exit Readiness service is designed for business owners who are planning for a future exit, often 3-5 years down the road. We conduct an in-depth analysis to answer three critical questions: What do you want for your business and yourself in the future? What is your business worth today? And how can you bridge the gap to achieve your desired future? Through our Picture of Success activity, rigorous business assessment, and the 35-Point Exit Optimization Grid, we provide actionable recommendations and tools to enhance your company’s value and readiness for a successful transition.

What Do

I Want?


Our Strategic Advisors guide you through all future potential options and help clarify the best path to plan for.  Together with our Success Factor Grid, which articulates a future "Picture of Success" for you, you'll gain confidence and clarity about the future. 

What Do
I Have?

An in-depth assessment of your organization's operations, interviews with key stakeholders, and a detailed analysis informs our 35-Point Exit Optimization Grid.  This useful guide will plot how well your company is performing today, along with clarity on "what great looks like."

How Do I Best Position for Success?

With a clear Picture of Success along with a comprehensive assessment of where you stand today, we expertly and collaboratively craft strategic priorities and recommendations to position you and your business for a successful sale, when that day comes. 

Extended Partnership Network

Agora invests in strategic partnerships with like-minded individuals and businesses across the spectrum of business.  We utilize these connections to ensure we are providing you the very best support available. 

Corporate Development Support

Corporate Development Support helps you navigate the complexities of growth, diversification, and divestment. We assist clients in making strategic decisions about expanding their business, either organically or through acquisitions, and provide guidance on when to divest or realign investments. Our strategic recommendations are tailored to increase enterprise value and make your business more attractive for future transition events, ensuring that every strategic move contributes to long-term success.

Strategic
Direction

Our Strategic Advisors are skilled in facilitating productive workshops and conversations to bring clarity to long-term strategic decisions, creating meaningful impact on organizational growth and well-being

Growth

Planning

It's no surprise that growth is the name of the game, and our staff has ample experience in developing growth strategies, from organic expansion to strategic acquisitions, we'll help bring you the clarity you deserve.

M&A
Planning
 
The world of M&A can be daunting due to its complexity and inherent risk, however our expert advisors are here to help you develop clear and actionable plans to pursue strategic investment and divestment decisions.

Focus on Enterprise Value Growth

At Agora, everything we do is designed to grow the Enterprise Value of our client's organizations. As we offer guidance and support, we do so with a keen eye on value driving activities. 

Transaction Preparedness

Transaction Preparedness is tailored for clients with a shorter timeline, typically 6-18 months, who need to maximize their company's value and prepare for an imminent sale. Unlike our long-term Exit Readiness engagements, this service provides targeted, short-term recommendations to enhance your business's attractiveness. We use the Exit Optimization Grid to offer insights into your business’s potential exit value, setting realistic expectations and ensuring that you are well-positioned when the time comes to bring your business to market.

Red Flag
Assessment

Prior to beginning a process to sell your business, it's critical to have a third-party assessment of your business operations to discover any major issues that could derail future conversations.

Exit Optimization

Grid


Through a business assessment, interviews with key stakeholders, and document analysis we complete Agora's time-tested 35-Point Exit Optimization Grid, informing your company health and learning what's helping, and what's hurting, your value. 

Expected Enterprise

Value

 
As you prepare to begin a process of selling your business, it's important to establish a baseline of expectations.  Agora advisors, together with our industry banking partners, help you create a range of expected value. 

Value
Defensibility


Through our assessment process, Agora advisors will craft a narrative around your business, taking care to address anything we feel may detract from your value, while highlighting value drivers.  We'll help you earn maximum value for your business!

Management Consultative Services

Our Management Consultations offer broad support for various business challenges while maintaining a focus on exit readiness. Whether you're unsure of your exit timeline or preparing for potential investment opportunities, we provide ongoing guidance to keep your options open and your enterprise value high. This service is ideal for clients who want to ensure they are prepared for unforeseen events and future transitions, keeping their business in prime condition for any eventuality.

Strategic

Planning


Our expert advisors skillfully facilitate workshops and meetings to help clarify and solidify future strategic plans, leading to concrete actions and priorities.

Planning for the

Unknown


You never know what tomorrow may hold, and should the unthinkable occur and force an unexpected business sale, it's important to have a plan!  Our advisors help you discreetly develop plans on what to do should something unforeseen arise.

Red Flag

Analysis

 
Receive a comprehensive "Red Flag Analysis" that highlights critical areas needing attention. This analysis provides actionable recommendations on how to address these issues effectively.

Focus on Enterprise

Value Growth


At Agora, everything we do is designed to grow the Enterprise Value of our client's organizations. As we offer guidance and support, we do so with a keen eye on value driving activities. 

Would you like to learn more about our advisory services?

Fill out the form below and we'll connect you with an Agora Strategic Advisor to learn more. 

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