Wealth Management
Plan for the future, personally and professionally
A wise entrepreneur guarantees long-term financial success, both for their company and for themselves. Too many entrepreneurs let their personal financial planning take a backseat to their business, which can lead to mismanagement of their wealth and missed opportunities to secure their future.
Through close partnership with Mohamed-Merola Wealth Management at Merrill Lynch, we provide the tools and support to help you plan for your next big financial event, whether that’s selling your business, retiring, or taking care of future generations.
Wealth management is crucial if you are thinking about any kind of exit from your company. It’s also an important part of retirement planning and legacy planning. You need someone looking out for your best interests in the short and long-term, and we’re here to help.
We’re experts at working with entrepreneurs to manage the unique situations they find themselves in. It’s all part of our mission to help entrepreneurs and their team live their ideal lives.
Growth Method
The Growth Method is the business operating system you've been waiting for.
Our system is designed for growing companies that are ready to scale, the Growth Method helps 7-figure businesses reach their first $10M, $20M, or $50M year.
Increase the revenue, profit, and salable value of your company.
Get the right people, in the right seats, at the right time.
Develop a business strategy that positions you uniquely in the market.
Align your financial systems to help you achieve your long term goals.
Process
Process-related issues are some of the biggest challenges facing companies today. Businesses with unclear processes or poor process documentation often experience customer dissatisfaction, lack of repeat business, employee turnover, and wasted resources—as a result, profitability takes a hit.
The path to operational success lies in identifying efficient processes, then documenting them to ensure they are followed by everyone in the organization. Doing so not only makes your company more productive; it increases the value of your business as well.
Through our partner, Process Optimizer™, we can work with you to define, document and optimize your core processes. Help your team deliver more consistent outcomes and improve the impact on your bottom line.
Finance
Build a strong financial engine with outsourced finance consultants who act as an extension of your team. Our finance experts include CFOs, Controllers, Analysts, and Bookkeepers who can offer support that scales with your needs.
Fractional resources can leverage your company’s finance function for where it is now—and provide the strategic support you need to help your company grow.
Our core offering is built around a proprietary reporting package, delivered every month by your dedicated finance consulting team. We can also customize your support to handle payroll, vendor management, financial forecasting and model-building, strategic financial planning, obtaining credit lines, assisting with M&A transactions, and much more.
Let us give you the financial insight you need to reach your biggest goals.
Recruiting
Hiring the right people can make or break your company. In fact, we’ll go as far to say that 90% of your organization’s success is determined by People Performance: finding and keeping talent that’s the right fit for your company.
To excel at People Performance, you need to identify the roles that will help your company grow. Then comes the hard part—finding the right people to fill those roles.
We’ll find and screen the right talent so you can build a bench of potential hires for all levels of your organization. Our recruiting services have flexible offerings designed to scale with your needs, including hourly and contingency models. From entry-level positions to executive hires, we can help you build your company’s dream team.
Executive Coaching
When your company is facing challenges—whether in operations, people, finance, or strategy—an outside party can help you get back on course. Executive coaching combines training in our proprietary Growth Method with personalized consulting, delivered in a 1:1 format.
Some entrepreneurs aren’t ready for system implementation because they are still building their leadership teams. Others want additional support to augment their Growth Method implementation and help them develop as leaders.
If you’re looking for education on the fundamentals of growing a company plus a sounding board and solid business advice, executive coaching may be the right fit for you. We’ll pair you with a Growth Consultant who understands your business goals and aligns with your personal approach.
Not sure if you need executive coaching or a full Growth Method implementation? The best way to find out is to connect with one of our consultants.
Wealth Management
A wise entrepreneur guarantees long-term financial success, both for their company and for themselves. Too many entrepreneurs let their personal financial planning take a backseat to their business, which can lead to mismanagement of their wealth and missed opportunities to secure their future.
Through close partnership with Mohamed-Merola Wealth Management at Merrill Lynch, we provide the tools and support to help you plan for your next big financial event, whether that’s selling your business, retiring, or taking care of future generations.
Wealth management is crucial if you are thinking about any kind of exit from your company. It’s also an important part of retirement planning and legacy planning. You need someone looking out for your best interests in the short and long-term, and we’re here to help.
We’re experts at working with entrepreneurs to manage the unique situations they find themselves in. It’s all part of our mission to help entrepreneurs and their team live their ideal lives.
Mergers & Acquisitions
You've built a successful business, and now you want to capitalize on that success. Whether that means selling your company or pursuing expansion through acquisition, you need sound advice on how to maximize your options.
Whether you’re planning an imminent transaction or exploring your options, the team at Crews & co. can help. Setting yourself up to maximize the value of your company takes time—and you should start preparing earlier than you might think.
Whether your goal is to sell or to make strategic acquisitions, we can support you every step of the way—from an early-stage conversation about your goals and preliminary business valuation to managing a formal transaction through to closing.
Human Resources
We know from experience how hard it can be to allocate resources for HR support. Human resources seems to be the most important thing on your list that never quite gets addressed. We can help you fill in those gaps with fractional HR services.
Some businesses that have a human resources-related need simply don’t have the internal HR support or expertise to meet it. Fractional HR services can support companies that want the benefit of having an HR professional on staff but don’t have the budget for a full-time team member.
Our offering is flexible and can be easily scaled based on your business needs. Outsourced HR support can help you develop and maintain employee policies, onboard and offboard team members, manage employee performance, oversee employee relations, and more.
Best of all, bringing in a fractional HR consultant frees up your team from HR administration and lets them focus on your core business.
Content Marketing
In a digital world, content is the cornerstone for building your brand. Content marketing campaigns act as the online version of a brick and mortar storefront—showing clients and prospects that you’re active and open for business.
Content should have clear messaging that offers real value and speaks to your target market. And your content engine needs to run consistently as part of your marketing efforts—which requires not only strategic thinking but great execution.
Through our content partner, Every Little Word, we help companies establish and maintain a content engine that operates smoothly, with campaigns that provide value and are delivered across the right channels for your audience.
Let us help you develop a clear and consistent content plan that fits in with your marketing goals.
For Private Equity
Operational strength is important, but only if it provides a return on investment. Our firm combines strategy with streamlined operations to deliver increases in revenue, profit, and enterprise value for private equity portfolio companies.
We help give teams the accountability, and alignment they need to grow. We also provide parent companies and boards with the visibility they need to feel confident about their portfolio’s performance.
Get your teams using one business operating system that offers transparency about company priorities and flows down to every level of the organization. You’ll see increased growth, more operational strength, and higher business valuations as a result.