Who are Eagle’s competitors, and how do they differ?

Before finding Eagle, business owners may call upon several other niche services or professionals to meet their growth strategy needs: 

• Attorneys are often a necessary piece of the puzzle, yet even the most business-savvy attorneys don’t have the bandwidth to do the work of a strategic team. 
• Bankers may advise business owners prior to funding a loan — then may offer ways to avoid defaulting on that loan; however, they typically aren’t involved in the meantime.
• CPAs are valuable professionals who are generally busy with many other clients during peak season, specializing in tax liability, without bandwidth for other support.
• Wealth managers have expertise at moving assets, yet lack the background to analyze a business’s day-to-day workings and improve the eight business fundamentals to raise its value over time.
• Peer advisory groups are another option, where volunteers, who typically have their own businesses to worry about, spend time researching someone else’s problems and providing insight. While peer groups can help bring new ideas and solutions, by definition they are not a team focused on the nuts and bolts of your specific business. 

One way Eagle operates differently from an attorney or an accountant is we do not work by billable hours. Our monthly retainer puts us in your corner in a flexible way, able to help as much as necessary to weather crises or implement big changes. 

Unlike specialists or peer advisory groups, we can get the perspective from 30,000 feet in addition to a close-up analysis of your business. We meet with team members regularly, plus owners — including passive owners and spouses — on at least a quarterly basis.

While a small percentage of certified exit planning advisors have recently started looking at value growth as a specialty, the vast majority still keep to traditional, short-timetable exit planning. Putting work into improving the quality of a business, thereby raising its value before it goes to market, is a relatively new segment of the profession, and it’s growing — with our help!

While exit planners are getting their value growth feet under them and trying out different tools and platforms, Eagle has been in this space far longer and has perfected methods. We meet regularly with those new to the field and have contributed to their efforts as they explore helping clients with value growth. 

While we look toward a future where value growth gets more attention in exit planning circles, for now we have taken on the mantle of educating clients as well as potential competitors. A rising tide floats all boats, as the saying goes, and we’ve made a habit of seeing partners where others see competition. 

Whether you are a potential client or professional partner, the best way to learn more is to reach out for a meeting. Call us today to see how we can help.