Blue Sea Advisors Network

Business Longevity Planning ©
The Blue Sea Advisors Network specializes in Longevity Planning for middle market businesses and their owners. Our comprehensive group of niche professionals and business advisors will:

  • Maximize the transferable value and resiliency of your business
  • Mitigate your key risks, reduce operating expenses, avoid unnecessary taxes, and improve cash flow
  • Convert saved operating expenses and tax refunds into growth and value-producing initiatives with rapid ROI
  • Create, track, and improve the key metrics you need to keep your company attractive to the marketplace

Take This Free Business Longevity Check-up

Fortunes are made or lost, not by what happens to us, but by how we react in the face of crisis. Start by viewing your business as an acquirer would. Find out where the hidden value of your business really lies, and how an acquirer might look at your company, so you’ll know where to focus your rebuilding efforts.
 
This completely confidential Business Longevity Check-Up will help you focus on the best ROI opportunities you may ever have.

What if you could break through your current business constraints with the help of top-tier– yet affordable– professionals and advisors? Now you can.

Take this short 2- minute survey to see if there is a good fit between your company and our Network.

Intelligent Collaboration

The Blue Sea Advisors Network provides the proven framework and top-tier niche’ talent to help you accomplish your vision, goals, and objectives, through effective:

  • Business continuity planning
  • Strategic growth projects
  • Structured innovation processes
  • Succession and key team retention strategies
  • Valuation and ownership transition
  • Retirement lifestyle preparation
  • Asset protection and estate planning, and
  • Advanced tax and cost reduction strategies

We focus on the root causes of your current system’s constraints–your weakest links–whether located in your leadership policies, team alignment and metrics, marketing, sales, operations, cash flow, supply chain, risk management, or tax/expense reduction arenas. We ensure the entire organization is focused on the right operational metrics to achieve the mission of your company while increasing its financial strength and future longevity.
 
This process necessarily requires intelligent collaboration between external professionals or fractional-share business advisors and your next-level management team members.
 
FACT: As a majority-control shareholder, you will not be able to capitalize on the value of your business unless and until you can demonstrate that it can survive and thrive without you. Otherwise, buyers will recognize that most of your company’s value walks out the door with you. We help you work ON your business systems, rather than IN your business, to maximize its transferable value.

We help our business owners answer the following important questions:

Valuation & Transition Planning

  • What is my business currently worth?
  • Do I have enough net assets to provide me with true financial freedom and security?
  • If not, how do I fill the financial gaps before I exit?
  • Start your business valuation here.

Strategic Growth Planning

  • Should we invest in innovation?
  • Should we focus on continuous improvement methods? If so, which ones?
  • Should we acquire or be acquired?
  • Should we expand into new markets?
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Succession & Retention Planning

  • Who should take over the leadership role?
  • Who needs to stay on board through a control transition?
  • How can we assure they stay?
  • Am I offering a buyer “transferable value?

Lifestyle, Legacy, and Charity Planning

  • Will I end up financially secure?
  • Will I have the financial freedom to do what I want?
  • Will my family be adequately protected?
  • Will my life’s work have been worthwhile?
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Crafted for a Successful Voyage

BUSINESS VALUATION CONSULTING

If you’re a business owner, your company is most likely your most important and valuable asset.

Yet, if you’re like the vast majority of business owners, you don’t really know what your business is currently worth. It’s not your fault, because the process for determining business valuation used to be quite expensive ($8,000-$15,000+), time-consuming, and invasive.

But in this age of big data, that is no longer the case. We’ve partnered with the leader in business valuation software, BizEquity, to bring this important and powerful information to you at a fraction of the cost and time it used to take to get an accurate fair market valuation.

Planning for the longevity and continued health of your business needs to be an integral part of your retirement and estate planning strategy. Most business owners rely heavily on the equity value locked up in their businesses as a major source of funds to support themselves and their loved ones during their retirement decades.

Determining the current fair market value of your business, then, is a logical place to start. Our wealth management experts can help you determine whether the net proceeds from a disposition of your equity interest will be sufficient to safely provide you with the income streams you’ll need in retirement. If there is a value gap to fill, our Network’s business professionals can help you grow the transferable value of your business or structure a business transition that can help fill those income gaps. If there is no gap, our M&A Advisory professionals can make sure your company is prepared for due diligence, marketed to the type of successors you desire, and commands a fair price in the marketplace.

Start Your Business Valuation Here

Consultancy
The Blue Sea Advisors Network is a collaborative consortium of Fortune 500 level business leaders, structured innovation engineers, tax and cost reduction specialists, continuous improvement implementation experts, fractional CMO and Sales VPs, and professionals in law, accounting, M&A, and risk management, who can help Michigan company owners maximize the transferable value of their businesses, protect their assets, and build a solid Longevity Plan for themselves and their businesses.
Independent Insurance Brokerage
Summit Legacy Advisors LLC, is an independent insurance brokerage affiliate that assists our Blue Sea Advisor business clients, their families, and their key employees in obtaining tax-efficient, comprehensive and cost-effective asset and income protection to achieve their wealth creation, preservation, and protection goals for a lifetime of financial security. In this capacity, we receive compensation solely from the insurance carriers our clients choose. Using proven techniques for throughput enhancement, operating expense reductions and elimination of unnecessary WIP inventories, we provide our clients with the funding necessary to put in place critical coverages necessary to protect our owners’ most valuable assets and income streams.
Experience and Professional Expertise
Together, our twin-hull enterprise combines decades of real world business experience and professional expertise in designing and implementing strategic growth, internal succession, key employee retention, business transition, personal financial security, and legacy plans for business owners and their loved ones.

As the business owner, you are the Captain and ultimate architect of your financial destiny. But having a close, trusted mentor–one who can serve as your First Mate behind the scenes–can greatly assist you in designing and executing the right growth and transition strategy, often involving a multitude of critically-important tasks you have neither the time, desire, or expertise to implement and coordinate on your own.

Gary-Rose

About Gary T. Rose, J.D.

Business Advisor

As a former practicing business and estate planning attorney, construction industry C-level executive and business owner, continuous improvement implementer, early stage business investor and consultant, property and casualty counselor, life insurance professional, and real estate broker, I bring my business clients a rare set of skills, experience and perspective enhanced by a top-notch consortium of collaborative professionals. The Blue Sea Advisors Network can help you overcome your key constraints and strengthen your company’s weakest links, whether in marketing, sales, operations, innovation, finance, human resources, risk management, or tax and cost controls.

Some of our Industry Experts Within the Blue Sea Advisors Network

collaboration-analysis
Constraint Management Implementation Managers
statistics
Managerial Accounting Dashboard and Data Experts
creating a strategy
Fractional Chief Marketing Officers for opening new market opportunities
financial-market
R&D Tax Credit Attorneys with audit-proof processes
cyber security
Cyber-Security P&C Specialists
business team
EOS Implementers and Integrators
business advisors
IP Attorneys that build enterprise value
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Creative Innovation Think Tanks
business automation
Industry 4.0 Automation Analysts

Here’s Some Reviews of Our Prior Engagements

Hover Over The Reviews to Pause the Animation

★★★★★

“I first met Gary in 2016 when we were both involved in resisting a conservation authority’s plan for unreasonable restrictions which would detrimentally affect an area not only in which we both owned property, but which would adversely affect thousands of other property owners. Ultimately the plan was defeated through the mobilization of thousands of property owners who Gary, I and a number of other people advocated on behalf of. During this process, Gary was deeply involved in legal and other research to determine not only the legality of the plan but to find alternatives that had been utilized elsewhere to address the same concerns but not in such a heavy handed manner. Throughout the process Gary worked incredible hours, communicated constantly to keep people advised and was generally passionate, practical and efficient in all of his dealings. In other words he was just the person you wanted on your side.”

-Grant Sawiak

★★★★★

“Gary is not only knowledgeable and thorough, he is personable. He makes difficult things easy to understand, and removes the fear from the things we really need to do. I highly recommend Gary.”

-Mike Gruley

★★★★★

“Gary is a trusted advisor. He has a wealth of experience and expertise that he skillfully manages with a pragmatic approach.”

-Nicolas Camargo

★★★★★

“Gary was a very prominent ally to have in our corner during our fight with a misguided local government bureaucracy. He was tenacious, honest, fearless, tireless and very effective. This was several years ago but he still continues to monitor things on our behalf. Get this guy in your corner!”

-Bob Burchell BA, DDS, MSc Endo (Mich)

★★★★★

“The service I receive is outstanding – I’ve been working with Gary for about 4 years and he’s NEVER let me down. Gary goes out of his way to explain situations to you. His emails are detailed and heart felt and you can tell that he truly wants you to understand your options. He really puts a lot of love into his work and you can see it. This isn’t a “job” to him, it’s his life. I love working with Gary. It’s hard to find good people these days and he’s one of the best there is.”

-Kevin George

★★★★★

“Great guy! Intelligent, honest and knowledgeable!”

-Joel Dorfman