BUILD TRANSFERABLE BUSINESS VALUE AND maximize options for exit
MANAGE FINANCIAL PERFORMANCE
is right for you if YOU NEED HELP WITH...
An estimate of business value.
Creating a strategic financial plan for accelerating business value with the STRATEGY RENOVATION® Growth Plan.
Establishing an annual budget process.
Developing a monthly financial reporting package.
Financial modeling for a potential insider sale.
Ongoing monthly financial management consulting.
LEVEL UP THE MANAGEMENT TEAM
A strong management team capable of taking the business to the “next level” of growth is vital for accelerating business value and maximizing an owner’s opportunity for a successful exit.
It’s essential to have Managers who understand your company’s goals and excel at implementing them. They should be skilled at building key relationships and systems that align with your mission, values, and operational success.
The report ranks your overall preparedness and summarizes your readiness by category: Finance, Planning, Profit/Revenue, and Operations. It consists of 22 questions, produces a 12-page report, and only takes 15 minutes.
It requires no financial or other confidential information.
It takes a broader view of your business than just the numbers.
GET A COMPLIMENTARY EXIT READINESS ASSESSMENT
THE PARTNERSHIP CHARTER
Whether you’re forming a new business or you’ve been in business for many years and are facing a transition, it’s the right time to use The Partnership Charter process to gain more profound clarity about where you’re headed as partners. Addressing these issues before you launch your partnership will also help you enjoy life in the business.
If you plan to sell your business to your Management Team (MBO), they will become business partners. Will they succeed as co-owners? The Partnership Charter can help mitigate the inherent risk in that transaction.
“A company with strong value drivers can demand (and receive) a higher multiple on the same amount of EBITDA than can a company with average value drivers.”