Business Leaders Have a Unique Vocation
deliver meaningful impact to society by operating in a principled and profitable manner
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.
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See how we can drive your business forward.
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Testimonials
FAQs
- My business is not in the United States, can you still help me?
We have done projects in several countries. The unique nature of our process allows it to be effective in almost any culture. As long as your team has a conversational level of English, we can work with you.
- I know that I will eventually need to sell my business but I am not sure I am ready to do that. How can you help me?
All business owners eventually will have the need to exit their business. Our processes help you to understand business value from the perspective of a potential buyer and what are the key drivers to business value. We then can help you to prioritize the opportunities you have to increase the value of your business and help you prepare for the exit process, whether it is contemplated in the near term or long term.
- I’m looking for someone to invest in my business. Can you help me raise money?
We don’t raise money. We do help companies with prepping to raise capital. It is critically important to have a three-statement financial model which shows cash going into the business, how it will be used, and a path to investors getting their money back. When we are able to make an introduction we will, but do this as a favor and not an engagement activity. With some businesses, when it makes sense and interests align, those in our network or our team have become equity partners in the businesses we work with.
- How can you perform well in so many different industries?
We do specialize, but we specialize in solving specific business situations. We usually won’t tell you how to make your widget better than you know how to make it. But we will help you solve situations that almost all private companies go through as they grow or try to grow.
- What types of companies do you work with?
We specialize in accelerating the market value of private operating companies in almost any industry that have control over their business model. By “operating” we mean a company that sells products and services, as opposed to something like a real estate company that makes largely passive income. By “control over their business model” we mean companies that can make decision they need to change how they do business, as opposed to franchisees and dealerships which are restricted by legal agreements in how they can operate.