Growth strategies to increase profits doing work you love.

Feel stuck and unsure of your next steps?

Launch

WHAT YOU GET

• Business Owner Personal Vision Builder. A 5-meeting and 30-page report that develops and tests an owner’s goals and expectations.

• Deep Dive Analysis. A Quantitative and Qualitative valuation of the company outlining the range of values, as well as the financial value of the Company.

• A 70+ page report analyzing the company’s strategy, operations, and financials, with a detailed step-by-step plan to maximize revenue growth, profitability, and minimize owner dependency.
  

Build

For owners looking to develop a detailed and actionable growth plan with ongoing expert guidance support.

WHAT YOU GET

Everything in the LAUNCH program plus:

• Access to a multi-disciplinary network of fractional executives.

• Ongoing progress management and accountability.

• Peer Group Access (Elective) - Managing day-to-day responsibilities can be daunting. You shouldn’t feel alone and frustrated to solve all your problems, challenges, or get ideas by yourself, costing you a lot of money and time. We methodically and with an intentional process match privately-held company CEOs or Senior Leaders with their peers to have a confidential sounding board of advisors.
  

Exit

WHAT YOU GET

Everything in the BUILD program plus:

• Exit Planning assessment to ensure alignment of business, personal, and financial needs and goals of the owner.

• Transition playbook development ensuring a quick and successful sale or transition.

• Coordinating with your advisory team for an internal or 3^rd party sale or transition.



On the surface, the Discover Assessment is an elegantly simple tool. Underneath, the complex algorithms, vetted by thousands of companies, business advisors and academics over 30 years, give businesses the data and tools necessary to build sustainable business growth and maximize profits, represented as transferable Enterprise Value.

After providing basic information about the company including industry, annual revenue and business profit, we ask a series of questions about 18 Value Drivers so we may compare the company’s status relative to best practices. The initial free “Discover” assessment comprises 18 questions, whereas the “Deep-Dive” collects up to 239 points of data on 18 value drivers.

Scores are applied and ratings are calculated, based on the answers provided to the survey questions. We then plot the company’s Enterprise Value and compare it against an industry norm to create a value gap. This identifies a company's strengths, risks, and vulnerable areas, and how much value is being left on the table due to operational and market deficiencies.

The algorithms measure the risk to future revenues presented by the company's current operational processes and procedures, and calculates Enterprise Value for the company based on that risk.

The platform then calculates the increase in Enterprise Value that can be realized if operational performance is improved, by lowering risk. Red Flags identify those risks which may prevent the monetization of some, or all, of the company’s Enterprise Value, and tasks are suggested to further strengthen performance and value, and reduce risk. 

The algorithms are based on research at Massachusetts Institute of Technology (MIT) and proven in the market over 30 years. The research includes development of a set of private business standards (think GAAP for Operations) that are recognized as 'best practices' for each of the 18 areas measured.

The patented methodology has been used with over twenty thousand companies to capture and grow $9B+ in Enterprise Value, and the algorithms can be broadly explained as comparing your company's due diligence performance (via the assessments) with the due diligence checklists from approximately 5,000 closed transactions. In essence, it benchmarks your company against the real world.

Vetted by hundreds of professionals and organizations, including Morgan Stanley, Mass Mutual, the NACVA and one of the nation’s leading valuation teams, Business Valuation Center, the algorithms have proven accurate, and the methodology is accepted as effective.

The algorithms focus on operational effectiveness and performance, and a company's ability to prove it will produce and improve financial output - increase cash flow and business profitability - into the future, just as due diligence does.

In contrast, straight valuation algorithms use only financial data (yesterday's performance) to give a number which is largely dependent on its purpose (e.g., divorce settlement, tax valuation, estate planning).

Our 'Enterprise Value' is not a substitute for a formal financial valuation; it is intended as a guide for the owner to enable better planning, develop growth strategies, and tactical execution in pursuit of maximizing profitability and building value into the company.