July 25, 2018

June 30, 2018

Strategy Management, LLC is pleased to announce that it has completed the “Triggering Event” project of its Exit Planning Service offering for a Physical Therapy Practice owned by a Maryland-based Physical Therapist.  The Triggering Event was comprised of the following:

  1. A Business Valuation

  2. Business and Personal Assessments Correlated to the Business Valuation

  3. Profit Gap and Value Gap Assessments compared to the Top Quartile of Companies in the Industry which had been Sold

  4. Goals and Objectives to Maximize the Value of the Business in Preparation for a Future Sale


    As a result of this project, the Owner has learned that she can increase the value of her practice by 63% by implementing the Goals and Objectives determined from the Triggering Event project.  This project was completed over 90 days with 4 (one and one half hour) meetings with the owner.  The implementation phase by the owner and the management team will take approximately two years to realize optimal improvement in operations and maximum valuation prior to sale.   


Exit Planning is a vital process for Business Owners who within the next 5 years plan to retire and/or sell their business or transition it to the next generation of owners.   It will reveal the realistic current value of the business and the potential for maximum increase in valuation at the time of sale or transition, and it will prepare the owner(s) for the rigorous due diligence process to be conducted by potential buyers.  Most importantly, it will ensure the owner is not one of the 75% of business owners who have highly regretted the sale of their business.1 To learn more, please visit the Exit Planning Page of our website at


If you would like a complimentary consultation on the benefits of Exit Planning for your business, please contact Bob Cinquegrana at, or call him at (443) 548-5801 or


Strategy Management, LLC provides Corporate Advisory, Exit Planning and Investment Banking Services to mid-market and emerging growth companies throughout the various stages of the business life cycle.  For more information about these services, contact Bob Cinquegrana at or call him at (443) 548-5801.


1 According to research conducted by the Exit Planning Institute.


Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.  Strategy Management, LLC and Evergreen Advisors Capital LLC are separate entities.