- EXIT STRATEGY
Unlock your business’s full potential with a Value Builder Engagement
Discover how you can increase your business’s value by up to 71% and engage a dedicated advisor until you’re ready to sell to ensure you unlock that value.
What's Included in the Value Builder Engagement?
- A comprehensive Value Builder Assessment – The Value Builder Assessment evaluates a business’s strengths and areas for improvement based on eight key drivers of value and provides benchmarking of your business relative to others in your industry across each of the eight key value drivers.
- A Market Based Valuation of your business – A Market Based Valuation of your business provides a current understanding of what your business would likely sell for if you were to take it to market at the time that the Valuation is completed. We’ll provide a single, no charge update to your Market Based Valuation at some point 12+ months into our Value Builder Engagement and as added incentive.
- Monthly advisory meetings to implement the recommendations from the Value Builder Assessment – As part of our Value Builder Engagement we deliver targeted monthly strategy sessions focused on increasing your businesses value by seeing increased scores across each of the 8 value drivers.
We are so confident that through the Value Builder Engagement we can increase the value of your business that when you engage us to take your business to market to sell, we’ll credit all our monthly Value Builder Engagement fees against the success fees that we receive when we represent you in the sale of your business.
Our advisor will:
- Engage you in an In-depth analysis of the eight key drivers of value
- Provide Interpretation of your overall Value Builder Score
- Review your Market Based Valuation and Provide Insight on where you drive increased value in your business
- Identify quick wins for improving your Value Builder Score
- Monthly Strategy Sessions Focused on Continuous Tracking of Progress to increase your Value Builder Score
Unlock the full potential of your business. Start your Value Builder Engagement today!
How the Value Builder Engagement works
1: Initial Consultation
- Kick-off: We'll start with an initial consultation to understand your business, goals, and challenges.
- Value Builder Assessment Questionnaire: You will be provided a personal link to a Value Builder Assessment Questionnaire that will require between 45 minutes and 1 hour to complete.
2: Data Collection for Market Based Value Analysis
- Data Collection: We will collect detailed information about your business operations, financial performance, and market position.
3. Value Builder Score Calculation
- Scoring System: Once you have completed the questionnaire and provided the analysis data, your business will be scored on a scale of 0 to 100 based on the eight key drivers of value.
- Benchmarking: We compare your business’s performance to others in your industry to provide context and insights.
4. One-on-One Review Meeting / Detailed Report Review
- Assessment Report Review: Our advisor will review your comprehensive report with you detailing your overall Value Builder Score and specific scores for each of the eight key drivers.
- Actionable Recommendations: Our advisor will discuss actionable recommendations and quick wins for improving your score across each of the eight value drivers.
- Strategic Planning: During this meeting, we will discuss strategies to address identified areas of improvement and enhance your business value.
5. Monthly Strategy and Progress Tracking Meetings
- Monthly Engagement: We will meet with your business management team to understand progress in each of the areas of improvement identified from the Value Builder Assessment. The goal of these monthly meetings is to bring focus and accountability to the strategies and plans identified to increase your businesses Value Builder Score across each of the eight key value drivers.
- Long-Term Value: Our goal is to ensure your business continues to grow an increase in value over time.
This process ensures that you gain a thorough understanding of your business’s strengths and weaknesses, and provides you with a clear roadmap to maximize your company’s value.
See how your business scores. Contact us for a free consultation and detailed assessment.
Testimonials
John M. – Manufacturing Business Owner "The comprehensive analysis and strategic planning provided by Phil helped us streamline operations and boost profitability. Within two years, we saw a 40% increase in our business value, making our eventual exit both smooth and highly rewarding."
Samantha T. – Retail Owner "The Value Builder engagement exceeded my expectations. The step-guidance and expert advice allowed me to focus on the key drivers of growth. Not only did we expand our store count by 30%, but when it was time to sell, we attracted multiple buyers and secured a deal well above our initial valuation."
Mark R. – Logistics Company Owner "Working through the Value Builder engagement helped us double our revenue in three years. When we decided to sell, the business was in peak condition, attracting competitive bids and culminating in a highly satisfactory sale."
John M. – Manufacturing Business Owner "The comprehensive analysis and strategic planning provided by Phil helped us streamline operations and boost profitability. Within two years, we saw a 40% increase in our business value, making our eventual exit both smooth and highly rewarding."
Samantha T. – Retail Owner "The Value Builder engagement exceeded my expectations. The step-guidance and expert advice allowed me to focus on the key drivers of growth. Not only did we expand our store count by 30%, but when it was time to sell, we attracted multiple buyers and secured a deal well above our initial valuation."
Mark R. – Logistics Company Owner "Working through the Value Builder engagement helped us double our revenue in three years. When we decided to sell, the business was in peak condition, attracting competitive bids and culminating in a highly satisfactory sale."
John M. – Manufacturing Business Owner "The comprehensive analysis and strategic planning provided by Phil helped us streamline operations and boost profitability. Within two years, we saw a 40% increase in our business value, making our eventual exit both smooth and highly rewarding."
Samantha T. – Retail Owner "The Value Builder engagement exceeded my expectations. The step-guidance and expert advice allowed me to focus on the key drivers of growth. Not only did we expand our store count by 30%, but when it was time to sell, we attracted multiple buyers and secured a deal well above our initial valuation."
Mark R. – Logistics Company Owner "Working through the Value Builder engagement helped us double our revenue in three years. When we decided to sell, the business was in peak condition, attracting competitive bids and culminating in a highly satisfactory sale."
Learn More About the Value Builder Engagement
Why choose us?
Confidentiality
Protect your business
Avoid disruptions with employees, customers, and suppliers by keeping the sale confidential.
Maintain business value
Prevent negative impact on your business worth by keeping the sale under wraps.
Trusted advisors
We understand confidentiality and have protocols to ensure only authorized parties see business information.
Targeted Marketing
Reach the right buyers
Expose your business to a large pool of qualified buyers without anyone knowing it's for sale.
Intrigue without revealing
We craft marketing materials that pique buyer interest without disclosing your identity or location.
Detailed information with safeguards
Only serious buyers with signed non-disclosure agreements and financial capability see detailed information.