We work for mid-sized business owners.

We Equip Owners with Growth Strategies and Merger and Acquisition Plans by helping them entrench or create:

  • Strong Management Team
  • Strong Financials
  • Successful Processes
  • Revenue Certainty
  • Strategic Foundation
  • Competitive Differentiation

incentica business plans employees talking

We Boost Our Clients’ Top and Bottom Line

Incentica takes a different approach to advisory and management consulting services. We have combined decades of strategy and operations experience with a transactional perspective. Essentially helping clients grow and be more profitable while increasing value and transactional opportunities at the same time.

We Leverage Merger and Acquisition Opportunities

There are many options owners have to grow or exit the business. Incentica looks at an owners objectives and works with them to develop an M&A plan. If the right thing for the company is an acquisition – then Incentica ensures our clients are ready and that there is an appropriate strategy in place. If it is selling, ensure the client’s financial goals are met with an achievable plan, then Incentica leads a team of professionals to execute on the plan.

We work with You to Develop Solutions

Incentica is an independent boutique firm with only senior people, no juniors, so everyone that works on your business has extensive, relevant experience. Our Principal and trusted professional partners have helped some of the biggest and best companies in their industries, having done hundreds of engagements encompassing analysis, planning and execution.

Proven Processes

Another way Incentica differentiates itself is an integrated engagement approach. We offer a full service, integrated offering in the areas of finance, operations, strategic planning, IT, and HR. We find these areas encompass client’s core needs and we offer bespoke services to focus on the area our client’s need most.

Incentica utilizes proven process for client success including:

  • Profit and Saleability Assessment

  • 6 step analysis, one page strategic plan

  • 7 step exit planning process

employees talking to clients about incentica business plans

Knowing the competition is key. What are their offerings, what are the terms, what market dynamics are at play, are all pieces of market analysis that will tell a lot about the health of the company’s forecast.

Let’s Make Things Happen

INCENTICA has the experience of a big international firm without the big firm trappings.

“You’ve got to eat while you dream. You’ve got to deliver on short-range commitments, while you develop a long-range strategy and vision and implement it. The success is doing both. Walking and chewing gum if you will. Getting it done in the short-range, and delivering a long-range plan, and executing on that.”

Jack Welch
marketing consultant expert

Steve Williams CExP™, CMAA

Partner, Incentica Advisory Group

Certified Exit Planner (CExP™) and Certified Merger & Acquisition Advisor (CMAA) with almost 30 years of management and executive experience with some of the biggest and best businesses in North America.

“I help mid-market businesses develop and execute growth and M&A strategies by the time their strategic plan or M&A plan are completed.” – Steve Williams

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