ACCELERATE TRANSFERABLE BUSINESS VALUE AND maximize options for exit
“The personal commitment was way beyond what we expected”
Your Pre-Diligence Roadmap to Higher Value and exitreadiness
Business Insights Report
Are you building a business a buyer would want, or one they’ll discount???
Don’t let the intensity and friction of due-diligence catch you by surprise.
The Business Insights Report helps you prepare for that moment before it happens with Pre-Diligence.
It simulates how a buyer, investor, or M&A advisor would evaluate your business today, revealing risks, strengths, potential, and hidden value drivers that shape marketability and valuation.
What is inside the report?
Comprehensive risk assessment
Attractiveness and readiness scores
Benchmark comparisons
Actionable recommendations
Whether you plan to exit your business in one year or ten, these insights provide the clarity and confidence for a successful exit.
MANAGE FINANCIAL PERFORMANCE
is right for you if YOU NEED HELP WITH...
Building a business that will be sellable or transferable.
An estimate of business value.
Financial modeling for a potential insider sale.
Financial management and optimization:
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.
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.
A team approach is utilized that includes coaching, advice, and consulting.
SUCCESSORS NEED COACHING, CAPACITY-BUILDING, AND CLEAR STRUCTURES.
Handing the keys to the kids or key employees isn’t a simple event or a yes-or-no decision.
ExitReadiness® NEXT GEN is designed to support business owners in transitioning their roles and responsibilities, preparing their successors for a seamless leadership transition, and ensuring the continued success and growth of the business.
This comprehensive coaching program equips successors with the skills, knowledge, and mindset to take the reins effectively and lead the business to new heights.
A team approach is utilized that includes coaching, advice, and consulting.
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
“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.”