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We are here to help you maximize:
We have defined five different types of services that we provide through a three-phase process called the Value Acceleration Methodology.
Click on a Phase name below to learn more about the Phase and to see the associated Services in that Phase, and click on a Service name to learn about the Service.
The Discover Phase uncovers opportunities that can be addressed through Value Acceleration.
In this phase we seek to answer several critical questions:
The Value Benchmark identifies whether or not there are key gaps worth closing. This step is essential for determining whether or not it is worth investing in Value Acceleration.
Key questions answered include:
The Readiness Assessment service includes a detailed valuation assessment, involves completing a 65 question readiness assessment, and also involves individual discussions with each key leader in the business. The result is a comprehensive report reviewed in a 2-hour workshop that identifies key risks and growth opportunities to be addressed.
Key questions answered include:
The Readiness Assessment is revisited regularly throughout the Value Acceleration process.
The goal of the Roadmap Development service is to create an action plan for closing the value, profit, values, and wealth gaps identified in the Discover Phase and for preparing the business and the owner for his eventual exit.
The action plan will be in the form of a prioritized list of business initiatives to be pursued in the Prepare Phase. We work closely with the owner's financial advisor who will be meeting with the owner and his family in developing a similar and coordinated list of personal and financial initiatives.
The action plan is developed through a series of workshops with the leaders of the business to answer critical questions:
The Prepare Phase is the heart of the Value Acceleration Methodology. It begins with the action plan identified in Roadmap Development. Through a series of 90-day Value Acceleration sprints, the prioritized opportunities are pursued, increasing the value, profitability, values alignment, and readiness of the business and its owner(s). At the end of each sprint, Readiness is reassessed, determining whether it's time to transition to the Exit Phase, or to update the action plan and begin another pass through the Prepare Phase.
In this phase we may:
Within a few years, your business will be significantly stronger, having addressed critical risks and come closer to achieving your vision. This positions you, the owner, for the best possible exit, in God's timing.
The goal of the Roadmap Development service is to create an action plan for closing the value, profit, values, and wealth gaps identified in the Discover Phase and for preparing the business and the owner for his eventual exit.
The action plan will be in the form of a prioritized list of business initiatives to be pursued in the Prepare Phase. We work closely with the owner's financial advisor who will be meeting with the owner and his family in developing a similar and coordinated list of personal and financial initiatives.
The action plan is developed through a series of workshops with the leaders of the business to answer critical questions:
Not surprisingly, Value Acceleration is the core activity of the Value Acceleration Methodology. During each Value Acceleration 90-day sprint, business teams pursue 3-5 priorities, each with its own champion/owner, plan, milestones, resources, and deliverable. We have a check-in call with each champion in the middle of each month and host a status/accountability workshop with the leadership team at the end of each month.
Key topics covered in the monthly workshops:
The Readiness Assessment service includes a detailed valuation assessment, involves completing a 65 question readiness assessment, and also involves individual discussions with each key leader in the business. The result is a comprehensive report reviewed in a 2-hour workshop that identifies key risks and growth opportunities to be addressed.
Key questions answered include:
The Readiness Assessment is revisited at the end of each cycle through the Prepare Phase to evaluate whether the owner and business are ready to move to the Exit Phase, or which opportunities to focus on in the next round of Preparation.
When you determine through the Readiness Assessment that you are ready to transition from your business, we will begin the transaction-focused stage of Exit Planning. This phase will be unique for each business. We will help you build a team of specialists and coordinate with your financial advisor, estate planners, and others to align and coordinate the business, personal, and financial aspects of your exit.
Some of the critical questions we'll focus on in this phase include:
Our focus is on positioning both you and your business for a future that aligns with your vision, maximizing value and setting the stage for what God has for you next.
The Readiness Assessment service includes a detailed valuation assessment, involves completing a 65 question readiness assessment, and also involves individual discussions with each key leader in the business. The result is a comprehensive report reviewed in a 2-hour workshop that identifies key risks and growth opportunities to be addressed.
Key questions answered include:
When the Readiness Assessment shows that the owner is ready to exit, the business is ready for the owner to exit, and both the owner and business are well positioned for a successful future, then it leads into the Exit phase.
With our focus intently on your unique vision and post-exit goals, we will guide you towards a seamless and successful exit. Some of the ways that we will support you include:
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