Value Enhancement
Objective:
Align the Personal, Personal Financial, and Business goals of the owner to craft a comprehensive plan.
Core Strategy:
Integrate these goals into a 21-step plan to maximize the value of the business, enabling the owner to exit on their terms.
Essence:
Exit Planning isn't just an endgame strategy. It's a value-enhancing, ongoing business strategy.
The Outcome:
As business value increases, so does revenue. This is our primary focus whether your exit horizon is in 2 years or 20.
Ongoing servicing:
After the comprehensive business valuation report is conducted, we dive deep into these 21 steps, ensuring every facet of your business is primed for success, longevity, and maximum value upon exit.
Business Succession and Exit Plan
| STAGE ONE: Identify Value | STEP 1: Goals and Outcomes |
|---|---|
| STEP 2: Fact Find | |
| STEP 3: Stage One Report – INSIGHTS | |
| STAGE TWO: Protect Value | STEP 4: Financial Planning |
| STEP 5: Unplanned Events | |
| STEP 6: De-risking | |
| STAGE THREE: Maximize Value | STEP 7: Exit Options |
| STEP 8: Strategic Planning Business Model | |
| STEP 9: Strategic Financials | |
| STEP 10: Systems and Procedures | |
| STEP 11: Marketing and Sales | |
| STEP 12: Corporate Governance | |
| STEP 13: Ownership Mindset | |
| STEP 14: Peak Performance Trust | |
| STEP 15: Management Succession | |
| STAGE FOUR: Extract Value | STEP 16: Tax Planning |
| STEP 17: Documentation | |
| STEP 18: Liquid Event | |
| STAGE FIVE: Manage Value | STEP 19: Ongoing Investment Planning |
| STEP 20: Asset Protection | |
| STEP 21: Estate Planning |
Testimonials provided are for the services of the ValueBuilder System.
