Your company is probably your largest asset. But unlocking the value in your business can be tricky. For you to cash out, someone has to want to buy the company you’ve created.
The Value Builder System provides valuable, real world data tested feedback on how your business looks to buyers. Designed in three "stages" Value builder can offer you insight into your business' value drivers and when working with a Certified Value Builder, tools and guidance to improve those scores and your value.
Whether you want to sell your business soon or just want the peace of mind to know you’re building a valuable asset for the future, improving your Value Builder Score gives you an immediate and quantifiable return on investment.
For more detail see below.
Have you built a business with real value? The Value Builder Score gives you a comprehensive assessment of the "sellability" of your business, whether you want to sell next year or just know you're building a valuable asset for the future.
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This 1-on-1 meeting will help you interpret your VB score and develop an action plan for improving it. Your assessment will cover your overall results and scores on the eight key drivers of value and some quick wins for improving your grade on each one.
The Value Builder System(TM) is a methodology designed to improve your VB Score – and with it, the value of your business. Each month, we 1-on-1 to work with you through one of twelve modules specifically designed to improve the value of your company.
Ownership Strategy Session
An Ownership Strategy Session is great first (sometimes only needed) step for an owner or family to gain understanding into the core issues surrounding making an decision about the future ownership of their business. We begin with some high level discovery, assessments, and data collection.
From there, we have a half-day meeting to discuss findings and work though issues such as, your personal and business goals, family concerns, business value creation, personal and business risks, transition, red flags, and potential exit options. Together, we will work through key Q&A and brainstorm ideas, consequences, and suggestions.
After the session a complete write up of action items, concerns, and guidance is created. The results of this strategy session will call out key points and considerations which will make up your Owner’s Policy Statement. Much like a financial advisor would use an Investment Policy Statement, this OPS will be you guide moving forward as you explore and plan for various exit options.
A similar half-day session can also be conducted for management teams or family leaders.
Exit Value Advisory Board
This option moves beyond the Owner Strategy Session to combine talents with either your current advisors or other trusted experts in our network. This Exit Value Advisory board will meet with you (and family, management, etc.) quarterly to discuss and address topics surrounding your eventual “exit”. Topics such as de-risking, growth, value enhancement, governance, business performance, etc. will be covered over the course of one year. Each meeting will have a focus topic determined by early assessments and progress and the Advisors in attendance will be from those specialties.
Exit Decisions can assist advisors to family business owners on the critical and often uncomfortable conversations about current and future ownership. Even family businesses will have an “exit”, hopefully it is a planned and managed event with everyone’s best interest in line while protecting the wealth and legacy of both the business and the family.
We can act as your “outsourced” Exit Advisor to work with you and your clients (or prospects) one on one in an educational, open dialogue setting.
Contact us to find out which path is right for you.