Start Here
It’s easy and fast to get going!
Step 1: Go to the request a meeting link and provide us with just enough information so we can determine the best Member Advisor to contact you.
Step 2: You will be contacted by the appropriate team member within 48 hours to make the best arrangements to meet with you.
Step 3: The initial TBAM team will work with you to understand your goals and objectives as well as any challenges you have identified. We will address any business life cycle from start up, through growth, maturity, and finally the exit from your business.
Step 4: From the initial discussions, the TBAM team will develop an outline of strategies to improve your business along with a list of TBAM Member Advisors who are ready to assist.
Step 5: TBAM Member Advisors can consult on a one-time occasion or they can play a more active role, offering recurrent advice sessions.
Beyond that high level review, the rest is up to you. The initial consultation, either by phone or in person, is no cost to you and you are not obligated to hire any advisor. However, you are encouraged to request from the selected advisor(s) some additional time talking about goals and the history of the business, visiting the premises, meeting with employees, reviewing records, etc.
Each TBAM Member Advisor is an independent business owner with experience that they can apply to identifying potential areas of concern, solving problems, and guiding businesses through expansion and growth. If there is a specific area of concern, the business advisor is prepared to focus on it and provide you with a proposal to address suggested services.
It’s that Simple! Look to our advisors to help you shape your future.
Business Startup
- Purchase a Business
- Purchase a Franchise
- Business Plan Development
- Marketing and Advertising
- Legal Services
- Insurance
- HR Services
- Accounting/Financial Planning
- Business Capital
Growth
- Business Plan Development
- Marketing and Advertising
- Legal Services
- Insurance
- HR Services
- Accounting/Financial Planning
- Business Capital
- Wealth Management
- Organizational Development
- Conflict Resolution
Maturity
- Business Plan Development
- Marketing and Advertising
- Legal Services
- Insurance
- HR Services
- Accounting/Financial Planning
- Business Capital
- Wealth Management
- Organizational Development
- Conflict Resolution
Exit
- Sell a Business
- Legal Services
- Insurance
- Accounting/Financial Planning
- Wealth Management
- Retirement Strategies