Our process begins with an initial meeting where we get to know you and your priorities, discuss the various issues affecting your company and begin to assemble a picture of what needs attention.

At this meeting, we complete our Business Advisory Profile, where we pull together the details surrounding your company including your shareholders and management team, the financials, the planning strategies you are already using and the major issues that require additional attention.

As we build the profile of your company, we will help identify potential planning solutions to navigate around the Critical Financial Events that may impact your company.

A Professional Advisory Proposal

Once we have a sense of what services are needed, we will prepare an Advisory Services Proposal that will lay out all the strategies that we believe you and your company will need along with the total hours per project that we believe we will consume to bring you the right planning steps to improve your plan.

Our Planning Process

  • Connector.Connector.

    Research & Assessment of Issues Affecting a Company

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    Development of New Strategies to Solve Problems

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    Initial Presentation of Strategies, Financial Forecasts & Assessments

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    Coordinating with Professional Advisors

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    Defining Priorities and Timelines for Implementation

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    Final Assessment of Planning Strategies

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    Implementation and New Action Plans

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    Ongoing Monitoring of Plan

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

So the Question is…

  • Connector.Connector.

    Do you have any issues impacting your company that need attention?

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    If the answer is yes, let’s explore together how Nabity Business Advisors can bring real value to your company and help resolve these issues.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.Connector.

    After learning more about you and your company, we will provide an Advisory Services Proposal of the specific areas where we believe we can help you and specify the costs of hiring our firm.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

“Many can throw out ideas and concepts, few have the ability to clearly assess the impact and result of implementing those ideas. That is what we are really good at.”

– David Nabity

Our Mission As Advisors

  • Connector.

    To make sure that all of the children still love each other and want to stay together as a family, enjoying holidays and family events, after Mom and Dad are gone.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.

    To assure that the family estate transfers to where it will continue to grow for future generations and not be wasted on taxes or those who will misuse it.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.

    To position the company for long-term success, after the founders are gone, so that the employees and their families do not suffer due to layoffs, closings and consolidation. The community impact can be devastating.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Connector.

    Provide opportunity for young leaders to rise to senior-level positions and have the incentive of participating in the financial growth of the business, if they perform, which can include possible ownership as others retire.

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.