Our Process
"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 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
Research & Assessment of Issues Affecting a Company
Development of New Strategies to Solve Problems
Initial Presentation of Strategies, Financial Forecasts & Assessments
Coordinating with Professional Advisors
Defining Priorities and Timelines for Implementation
Final Assessment of Planning Strategies
Implementation and New Action Plans
Ongoing Monitoring of PlanSo the Question is...
Do you have any issues impacting your company that need attention? 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. 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.Our Mission As Advisors
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.
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.
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.
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.