SUMMARY OF SERVICES
In today’s business landscape, many successful, hands-on owners face the challenge of preparing for the future while preserving their legacy. I bring over 25 years of hands-on experience as a CFO, attorney, and former CPA to help business owners unlock their company’s full value while preparing for a seamless handover. With The Strategy Partner, you gain a trusted advisor, strategic partner, and dedicated advocate for the future of your business.
Succession Planning
Tailored consulting to help business owners develop and execute succession plans, from identifying potential successors to implementing leadership transition strategies that reflect the owner's vision and goals.
Business Optimization
Tools and strategies to help business owners streamline operations, improve profitability, and refine the company's market position, making it more appealing to potential buyers or easier to hand over to the next generation.
Legacy Strategies Advisory
Helping owners ensure to that their businesses are prepared to thrive under new leadership, preserving the legacy they’ve built and ensuring a valuable and sustainable future for the company.
Innovative Payment Models
In addition to traditional compensation models, I offer equity-based consulting where I receive a percentage of ownership in exchange for my services. Business owners have to access high-caliber advisory without an immediate financial outlay while aligning my interests with the company’s success.
Here's why your business legacy is important to me.
My name is Olaide Banks and my story is very similar to most of the business owners that I serve. I got my first full time job just before my 17th birthday and I've worked every day of my life since, for the past 32 years.
I started my career in banking, later became a CPA and for the past 18 years I've been a licensed attorney representing business owners with companies between $10 - $50 million annual revenues.
Most owners of the businesses in this category don't have a clear succession and exit strategy. For many of them there is not a concrete plan to protect the equity that they have built over decades and either transfer it to the next generation, or package it for a sale.
Through The Strategy Partner, I work as neither an attorney or CPA, but instead I combine that training, experience and empathy to develop strategies to help business owners preserve and expand their legacy.