There is no "one size fits all" approach that will develop effective strategies that
truly add value for any business. Yet, there are many structural areas and facts that are
common to all businesses that must be examined to provide the starting point analysis
upon which successful planning and implementation is built.
Business Value Drivers Analysis tm is designed to objectively assess how every important
aspect of your business is performing and determine the areas that drive the creation of business value.
A Certified Advisor leads you through a rigorous process that results in you knowing
where your business stands today, what needs to be done to improve key value drivers, where to invest
your resources, when you will be able to realize the value necessary to make your exit strategy become
a reality, how you will convert the wealth represented by the value of the business to investment dollars,
what investment alternatives exist to meet your planning objectives, and support your lifestyle choices.
During our initial meeting, your Certified Advisor will show you how the
Business Value Drivers Analysis tm works to make your Succession Strategy & Exit Plan a powerful
written tool for you to drive business value, and achieve the results you decide are important and necessary
for your future. Then, working with you every step of the way, we will begin collecting essential facts and
information that will allow us to construct a profile of the firm, its personnel, history, assets, operations and
performance. Armed with these facts, our home office team of Analysts and Staff Certified Advisors will compile the
details, investigate industry trends and performance norms, develop a basic valuation model and conclusion of value,
and determine the key value drivers within your business that will have the most impact on what your business is
worth to a third party investor.
help our clients analyze their business by taking a 360 degree look at
all facets of the business and compare it with the processes and
performance of other firms in their area of specialty.
closely with the principals of a company to help them craft a strategy
for improvement and growth that, most importantly, considers their
personal objectives for the business including a solid, realistic
exit strategy. We also can assist equity holders in personal
wealth planning with the services of our Certified Financial Planner
us for more information or a personal follow-up with one of our