HOW WE HELP

Acting as a Fractional COO

Davidson Value Advisors acts as a Fractional Chief Operating Officer (Fractional COO) for our clients. As a Fractional COO, we become a trusted advisor to help owners navigate difficult situations, and leverage our expertise to develop systems that work. For small businesses looking to improve their operations, a Fractional COO can be an effective solution to support the growth of the business.

Our Core Values

The following values shape what we do for our clients each day, and in turn, help our clients find success.

Listen and then advise.

Every business is unique. That’s why we take an individual approach by actively looking into the key metrics driving your business. We listen to you, the owner, and your leadership team to identify the best places we can make necessary changes. With this approach, we can help your business drive necessary change.

Make difficult decisions.

When difficult situations arise, we leverage our deep insight and experience to help you navigate with confidence. We know that the most effective organizations take bold action when needed, even if it means making a change to a process that used to work well but is no longer serving the organization. We’ll help you make the right decisions when it matters most.

Measure results.

In order to know where we need to go, we have to start with where we are today. That’s why we find the right metrics to measure, and keep track of them over time to make sure we are progressing towards our goals. Our best clients know where their business is today and have a well-informed view of the future because we’re committed to measuring results.

Davidson Value Advisors Can Help You…

financial improvement
Reach Your Business Goals
Our speciality is helping businesses find the traction they need to get ahead.

We’ll work with you to develop a plan to move your business forward. Once we have a plan in place, we’ll help you stay on track, and meet or exceed your milestones. Your new plan will help you focus on what’s working well, or explore new ways to improve.

leadership
Build an Effective Leadership Team
We’ll coach your leadership team to its full potential.

We know how important it is for a business to have an effective leadership team. As your company’s Fractional COO, Davidson Value Advisors work closely with your leadership team to make sure everyone has what they need to give their best performance. A strong leadership team is essential to reaching your business goals.

cashflow
Make Your Cash Flow Work For You
We help you get paid sooner for the work you are already doing.

It’s easy to fall behind on collecting Accounts Receivable. Davidson Value Advisors can help your business improve its cash flow by making sure A/R is invoiced and collected on time and in full. We will also help your business build systems that keep this process running automatically.

exit
Prepare to Sell Your Business
As a CEPA (Certified Exit Planning Advisor), we’ll make sure your business is ready when the time comes to pursue a sale.

We work with you and your leadership team to prepare all financial documentation well in advance of a potential sale. This diligence gives the owner the freedom to pursue a sale if desired or explore a deal should a buyer appear. Advance preparation takes the burden off of the leadership team when the time comes to sell or exit.

Davidson Value Advisors

Let’s Start a Conversation.

How can Davidson Value Advisors help your business achieve success? We would love to learn more about your situation.