Atticus Bailey, a bit deeper

Atticus Bailey is a collaborative consulting platform for Advisors who specialize in Growth|Transition|Succession|Exit in the Private Middle Market

We help middle market business owners optimize enterprise value and improve returns on their FISH Capital® – the four capital types required to sustain any enterprise: Financial, Intellectual, Social and Human. The results are a sustainable, transferable wealth-creating asset and increased options for the business owner.

With our strategic allies we number more than 150 proven, accomplished professionals located in the Midwest with specific industry and functional expertise in the core verticals of Finance, Operations, Marketing/Sales and Human Resources.

In particular, we specialize in the sub-disciplines within each capital type, including but not limited to –

F  –  Financial Capital (Money):

Business Valuation, Cash Flow Improvement, R&D Tax Credits, ERISA, Qualified Retirement Plans, Executive Compensation, Risk Management, Captive Insurance, Buy/Sell Agreements, ESOPs, M&A Due Diligence and Integration, Investment Banking and more…

I  – Intellectual Capital (What & How: The Product or Service Offering  – Operations)

Business Modeling, Strategic Planning, Lean, Process Improvement, Six Sigma, Supply Chain Management, Strategic Alliances, Key Partnerships, Strategy Boards and more…

S – Social Capital ( For whom – the Market):

Business Development, Growth Strategy, Marketing Strategy, International Markets, SEO, Marketing Communications, Branding Strategy and more…

H  – Human Capital (Who does it – People):

Retained Executive Search & Recruiting, Interim or Project Management in Finance/Ops/Marketing & Sales/Human Resources, Leadership Succession Planning, Performance Coaching, Employee Benefits, PEO Services and more…

For every Family Owned Business there is at least one Business Owning Family;  for them we offer counsel on family dynamics and related matters that arise as a result of owning and leading a family enterprise, such as Transition Planning, Wealth Management, Estate & Trust Planning, Philanthropy and more…

Do you need to tune up your business’ wealth creation engine?  Attract/Retain key talent?  Plan your transition?

 

Let’s talk it over…