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Step 1: Informal confidential conversation & inquisition
Step 2: Analysis of conversation & simple SWOT Analysis
Step 3: Presentation of Analysis with discussion of desired protocol
Step 4: Formal Business Valuation
Step 5: Discussion, Explanation of Valuation findings and focused plan of execution
Step 6: Protocol presentation and agreement
Step 7: Intervention & Implementation of actions
Step 8: Retreat from involvement
Step 9: Observation, Tracking, modification of protocol as needed, and fiduciary performance
Step 10: Scheduled maintenance Analysis & Discussion with Objective Opinion
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