Business Leaders Have a Unique Vocation

deliver meaningful impact to society by operating in a principled and profitable manner

Five people sitting around a conference table in a glass-walled office, engaged in a discussion.

Business is meant to harness human talent, physical, and financial resources for the benefit of society and to honor God. Business leaders have a responsibility to address legitimate societal needs by developing principled products and services. They should promote human dignity by offering employees opportunities to utilize their God-given talents. Additionally, they are tasked with managing human, financial, and environmental resources to sustain and enhance the communities in which they operate. Furthermore, providing shareholders with a fair return is essential, allowing enterprises to contribute to the long-term well-being of society.

Vocaris Advisors helps clients live this calling by providing

When Your Business Is Principled and Profitable, it Is Positioned for Durable Economic and Societal Impact

Businesses Owners Usually Partner with Us When

Equity Investors and Family Offices Partner with Us When

Our Value Growth Process Guides Your Vocational Journey Toward Value Maximization, While Discerning the Right Time to Transition Ownership

1

Current State Discovery

Conduct an objective and holistic organizational assessment to identify strengths, weaknesses and constraints. Establish current value and highlight opportunities to drive quantifiable improvements.
-Transition ready? Proceed to step 4.

2

Future State Vision

Establish and harmonize purpose, vision and mission w. business leader vocation, drive leadership team alignment, and build a strategic and financial roadmap to the future state.

3

Implementation

Support disciplined execution of both the strategic and financial roadmap. If additional growth capital is required, provide access to values-based sources.
-Transition ready? If not, continue step 3 until objectives are achieved.

4

Transition

Prepare and execute owner transition with desirable multiples, deal terms and timing knowing the company is setup for continued economic success and societal impact.

Partner with Us Today!

See how we can drive your business forward.
Get in touch now.

Book A Consultation

Blog

Testimonials

Lloyd Francioni

Founding Partner of Interstate Electronic Systems

Thanks and credit given to Eric and David for their help in positioning us for sale. Eric’s insight and immediate understanding of our technology business…

Read More

Austin Sherman

Founder of Big Easy Bucha

Vocaris Advisors is thoughtful in analysis, taking the time to understand our business and making recommendations that have helped improve the enterprise value of Big…

Read More

Kevin Hostutler

President and Co-Founder of ACGI Software

I’d like to express my gratitude to both David and Eric for launching us on a trajectory to build value in the business and sell…

Read More

FAQs

Contact Us