Euler Advisory
Euler Advisory
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    • Home
    • Process
    • About
    • Insights
    • Contact
    • Client Portal

  • Home
  • Process
  • About
  • Insights
  • Contact
  • Client Portal

Our PROCESS

STAGE 1 - DiscoverY

During this initial phase, we understand where the business and owner are currently, what the value potential is, what the objectives are, and then we develop a plan to get there. We focus during this stage on:


  • Assessing the business from an external viewpont
  • Estimating current and potential value of the business
  • Understanding owner objectives, values and vision
  • Understanding personal and financial goals
  • Creating an action plan for business and personal aspects

STAGE 2 - ACTION

We then move into the action phase of the program, with a focus on both business and personal elements. During this stage we focus on:


  • Disciplined execution of the action plan
  • Rolling 90-day sprints
  • Monthly workshops
  • Weekly check-ins
  • Clear measurement of progress across both business and personal aspects

STAGE 3 - DeciSIONS

Every 90-days, we ask the question "Continue" or "Next Step"


  • If "Continue", we go on with the next 90-day sprint and keep building. 
  • If "Next Step", we initiate the desired option (whatever that may be) and progress down that road.

Future Planning is just good strategy

NEXT STEPS

Let's talk about how we can support your business and future. We'll start with an initial obligation-free call to discuss you and your business and the outcomes from working together.

Get in touch

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