National research shows only 30 percent of family biz transitions are successful. Success improves to 80 percent when there is communication and a business transition plan. Since every business owner’s transition is different, BizBridge™ is an easy-to-use toolset to proactively create a highly tailored, individualized blueprint for each business owner’s transition. It combines Platinum’s business transition advice and proprietary tools to establish a transition roadmap […]

Liquidation Analysis tool

Sometimes a company may find itself unable to meet its obligations to lenders and vendors. Download sample Liquidation Analysis Spreadsheet

Break-Even Calculator

When business owners look at their monthly profit-and-loss statements, they may only be seeing the tip of the iceberg. It’s what looms underneath— that may cause enough damage to sink the ship — six or nine months down the road. Spotting trouble ahead of time takes more than a quick review of sales, net income and cash positions. More in-depth analysis is the key to […]

5-Year Transition Guide

This Business Transitions process worksheet can be used by trusted advisors and their clients to track the progress of the transitions.    

Business Owner Transition Guide

A five-step process based on Platinum Group’s experiences with owners going through transition, including understanding generational differences and impacts. Download the Transition Guide

Growth Opportunities: Checklist for Improving Current Operations

Companies can look for growth opportunities by focusing on their core strengths and finding ways to dominate the space in which they currently hold. Many times, this begins by improving current operations. For example: ✓ Consider changes within the supply chain. Simplify the purchasing activity. Strategic partnerships with fewer suppliers can lower costs through higher volume purchases. Find ways to use more common parts between […]