Coda Advisory

You know how business founders businesses often feel like they are the only one who truly understands their business, and it would collapse around their ears if they were not watching it constantly – it turns their ticket to freedom and prosperity into a gilded cage. We provide proven, structured, practical solutions for understanding and achieving the founders’ wants and needs and support them on their journey. A recent customer who came to us with “I am retiring in 2 years, I’m going to need to shut the business down”. After completing an analysis, and despite 30 years in business with a competent team to support him, he was still closing all the major deals. We guided him through creating a strategy to productise existing IP and relaunch it as a separate business that’s effectively “founded” by his key employees. The IP license provides him with cash flow that’s at least 10x what selling would have gained him (and infinitely more than shutting it down!). His wife is happy that he will achieve his retirement objectives, and he doesn't have the sense of dread associated with abandoning 30 years of legacy. The extra money is just a bonus.