Frequently Asked Questions
1. What is MORE™?
MORE™ stands for “Managing Opportunities and Reducing Exposure”. It’s a proprietary diagnostic tool that SB Partners uses to identify missed opportunities available to you and your business or highlight areas of exposure that you may not be aware of. MORE™ covers a wide variety of areas facing business including:
- Taxation
- Risk management
- Business development
- Business succession planning
- Personal financial planning
- Information technology
- Business processes
- Scientific Research and Experimental Development Tax Credits.
The MORE™ program has proven to add value and has helped hundreds of business owners to identify and manage key business issues and develop a plan to deal with them in an efficient and effective manner.
2. How much does it cost?
Clients of SB Partners receive the benefits of MORE™ at no cost – it's just one way of how we deliver value and build relationships. We offer our MORE™ program to you on a complimentary basis. Non-clients are charged $5,000 which consists of preparation work, a one-on-one meeting with a qualified professional, a draft report and consultation and a final report. Inevitably, there are opportunities and/or risks uncovered that represent savings far greater than the cost not to mention peace of mind.
3. How long is the program?
Our MORE™ program consists of over 140 questions covering a variety of key business areas facing businesses and their owners. Generally, the MORE™ program takes approximately four hours to complete and then we analyze the data and provide to you our tailored report.
4. Is MORE™ just another questionnaire?
Absolutely NOT – today’s business owner is inundated with a variety of questionnaires and “quick fix” products. In the end, neither of these types of products will help you deal with the complex business environment that you operate in every day. Instead, MORE™ is a diagnostic tool to identify missed opportunities and exposures facing your business. The interactive nature of this program is what ends up yielding the most value as we explore ideas together. Our action plan identifies the next steps needed to help you harness those opportunities and mitigate the exposures.
5. Will MORE™ work for me?
The MORE™ program is a proven process that hundreds of business owners have experienced. Take the following test to determine if our MORE™ program is for you.
6. What do I get from MORE™?
You get a tailored action plan that focuses on the key issues facing you and your business. The plan outlines the next steps needed to take advantage of missed opportunities and deal with areas of exposure. After we issue the action plan, we will also act as a project manager to track each project to ensure they are completed so you benefit from the full advantage of MORE™.
7. Once we identify opportunities or areas of exposure, how do we fix them?
Once we conduct our MORE™ program, we will analyze the data collected and develop a tailored report for you. Each item on the report will be a project to deal with a specific area of the MORE™ program. We have the in-house expertise to assist you with a large number of the types of projects that come out of the MORE™ program but, where we don’t, we will work with your other advisors to get the assistance that you need.
8. What is in it for me?
In the end, it is peace of mind knowing that you have had a comprehensive diagnostic review of your business by a highly qualified business professional.
9. I’m not a client but I’m interested in MORE™. Can I benefit?
Of course, all businesses and owners can benefit from MORE™! We offer MORE™ to all our clients on a complimentary basis. As a non-client, we would offer MORE™ to you but at a cost of $5,000.
What our Clients Say
Bill DeLuca, CEO/owner, Aldershot Landscape Contractors
“Going through the Client Advisory Checklist (now the ‘MORE’ program), the SB Partners team helped identify some improvements in processes which had a positive impact on our cash flow. In their continued proactive approach with us, they also facilitated a succession planning process to make retirement from the business a reality.”