How we help
Crafting success tailored solution for each & every challenges
Our mission is to maximize transferable business value - to uncover risks in an owner's business, build significant value prior to a transition, and align an owner’s business, personal, and financial goals, allowing them to eventually exit their business on their own terms and without regret.
We understand the challenges business owners face today. Recent surveys by the Exit Planning Institute (EPI) show that many owners have little to no exit planning in place, even though many of them have 80 to 90 percent of their net worth in the business itself. EPI estimates that some 4.5 million firms representing more than $10 trillion in business value could transition over the next decade or so, but only about 20 to 30 percent of businesses that go to market end up selling. This estimate is consistent with a recent national report by BizBuySell, which indicated about one of every five listings on the online marketplace for small business sales and purchases had closed a sales transaction in 2016.
Quick solutions
When unexpected leadership changes threaten business continuity, we provide rapid succession strategies that deliver immediate operational stability.
Expert advice
Our objective, data-driven approach eliminates the guesswork from succession decisions through proven assessment methodologies validated across industries.
Strategic planning
We develop comprehensive leadership pipeline frameworks that extend beyond single-position planning to address your entire succession ecosystem.
Efficient operations
Our systematic implementation methodology minimizes business disruption during leadership transitions through standardized processes & accountability.
An EPI survey of San Diego business owners found that two-thirds agreed that ,
“Getting full value for my business to fund retirement or other business interests” was their top goal in the transition of the business, yet less than 40 percent had a formal valuation conducted in the last three years, and 65 percent have never had their financial statements audited.
We believe most businesses, with a little effort, can have transferable value and our turnkey process can help them maximize that value!"
Your consultant Mike Moffitt
It's important to choose a financial adviser who is competent and fully understands your needs and values. More importantly, you want an adviser that listens and cares. With over 35 years of experience in starting, growing and eventually selling a financial services practice, Mike has helped clients through many different financial situations. While each client and each situation is different, his training and life experience is the added value he brings to each case.
Mike provides business owners with strategies for growing their business and increasing its enterprise value. He also offers succession planning for our business owner clients to help ensure a more successful transition out of their business when they are ready.
He received his Chartered Financial Consultant designation (ChFC) through the American College in Bryn Maur, PA. He is also a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute.
Mike believes in community service and giving back to the areas where he lives and works. His memberships and community activities have included:
- Trustee, Iowa 4-H Foundation
- Trustee/Past President, Union County Development Association
- Past Treasurer, Union County Development Association
- Leadership Iowa Class of 2010-2011 Member
- Past President, St. Malachy Foundation
- Past President, Holy Spirit Board of Education
- Past President, Creston Rotary Club
- Past President, Creston (IA) Activities Booster Club
- Board member, Southern Prairie YMCA
- Member, Des Moines (IA) Estate Planners
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Your consultant Mike Moffitt
It's important to choose a financial adviser who is competent and fully understands your needs and values. More importantly, you want an adviser that listens and cares. With over 35 years of experience in starting, growing and eventually selling a financial services practice, Mike has helped clients through many different financial situations. While each client and each situation is different, his training and life experience is the added value he brings to each case.
Mike provides business owners with strategies for growing their business and increasing its enterprise value. He also offers succession planning for our business owner clients to help ensure a more successful transition out of their business when they are ready.
He received his Chartered Financial Consultant designation (ChFC) through the American College in Bryn Maur, PA. He is also a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute.
Mike believes in community service and giving back to the areas where he lives and works. His memberships and community activities have included:
- Trustee, Iowa 4-H Foundation
- Trustee/Past President, Union County Development Association
- Past Treasurer, Union County Development Association
- Leadership Iowa Class of 2010-2011 Member
- Past President, St. Malachy Foundation
- Past President, Holy Spirit Board of Education
- Past President, Creston Rotary Club
- Past President, Creston (IA) Activities Booster Club
- Board member, Southern Prairie YMCA
- Member, Des Moines (IA) Estate Planners
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Meet our team
Expert team members
// Clients feedback
Our clients testimonials
K+
Happy clients all over
world now.
Partnering with solvior has been a transformative experience for our organization. Their expert guidance through our market expansion strategy was invaluable. They helped us navigate complex regulatory environments and develop a clear, actionable plan that has led to successful
Partnering with solvior has been a transformative experience for our organization. Their expert guidance through our market expansion strategy was invaluable. They helped us navigate complex regulatory environments and develop a clear, actionable plan that has led to successful
