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Process

Your Pathway Forward

At Summits Way Strategies, we provide tailored business advisory services that empower entrepreneurs to create, grow, and exit their businesses with confidence. Our experienced guides share insights and strategies designed to lead you to your summit.

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Phase 1

Summit Survey

  • Comprehensive business valuation

  • Value Index scoring

  • Three Gaps analysis (Wealth, Profit, Value)

  • Attractiveness and Readiness assessment

  • Route planning and timeline development

Phase 2

Ascent Preparation

  • Risk mitigation implementation

  • Four Capitals development planning

  • Systems and process documentation

  • Team development initiatives

  • Performance optimization strategies

Phase 3

The Ascent

  • Regular progress monitoring and adjustments

  • Quarterly goal setting and assessments

  • Continuous improvement implementation

  • Leadership development and succession planning

  • Market positioning and competitive advantage building

Phase 4

Summit Preperation

  • Exit strategy refinement

  • Transaction preparation

  • Market timing optimization

  • Personal readiness confirmation

  • Legacy planning and next adventure preparation

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