Sample form for Thread #3419182

The Value Driver Analysis covers three critical areas:

1. Identify Strategic Objectives: We will help you identify the long-term goals you plan to achieve for yourself and your business.

2. Quantify Resources: We will help you assess your current personal and business financial landscapes.

2. Close the Gap: We will halp you target specific area in your business that can increase value and close the gap between where you are today and where you want to be after you leave your business.

Each question must be answered and assigned a relative importance ranking.

Please rate how important each issue is to you. 0=N/A. 1= Not important. 2= Somewhat Important. 3= Important. 4= Very Important. 5= Critical. Without a rating, we cannot create an accurate Value Driver Analysis.

1. Have you established the date (e.g., May 1, 2027) that you wish to stop working in and for your business? *

Yes No

Importance: *

2. Do you know how much money you will need, annually, after you leave your business to live a comfortable post-business life? *

Yes No

Importance: *

3. Have you chosen your Exit Path and/or successor? *

Yes No

Importance: *

Please rate how important each issue is to you. 0=N/A. 1= Not important. 2= Somewhat Important. 3= Important. 4= Very Important. 5= Critical. Without a rating, we cannot create an accurate Value Driver Analysis.

1. Do you have strategies in place to increase your company's current cash flow? *

Yes No

Importance: *

2. Do you know how much money you will need from the sale or transfer of your business to meet your financial objectives? *

Yes No

Importance: *

3. Do you know how much income your personal financial assets will likely generate beginning on your planned business exit/retirement date? *

Yes No

Importance: *

Best-in-class companies use several strategies to build value. Complete the questions below to compare your company to theirs.

Please rate how important each issue is to you. 0=N/A. 1= Not important. 2= Somewhat Important. 3= Important. 4= Very Important. 5= Critical. Without a rating, we cannot create an accurate Value Driver Analysis.

1. Statement: Successful owners understand how to capitalize on their companies' future business opportunities. They use written business plans to relentlessly pursue their goals and clearly communicate to all employees how their actions and responsibilities contribute to their companies' performances.

Question: Does your company have a similar approach and business plan? *

Yes No

Importance: *

2. Statement : Owners of best-in-class companies act swiftly to minimize or eliminate major threats and risks to their businesses. Threats include loss of key employees, trade secrets, proprietary information/technology, and key customers, as well as competitive risk arising from the development of new technologies.

Question: Have you assessed and addressed all threats facing your company? *

Yes No

Importance: *

3. Statement : Buyers look and pay well for companies with motivated and long-standing key employees. Unless key employees are able to run the business without the owner, the company is neither sustainable nor salable to a buyer, employees, or the owner's children.

Question: Can your key management team run your company in your absence? *

Yes No

Importance: *

4. Statement : Failing to anticipate the income tax consequences you will incur upon the sale of your company can result in a tax liability that will force you to stay at the helm years longer than you anticipated. Best-in-class company owners begin tax-minimization planning years before they transfer or sell their ownership.

Question: Have you done everything legally possible to minimize the taxes you'll pay when you leave your company? *

Yes No

Importance: *

5. Statement : A key component of any successful business is its development and use of efficient operating systems, processes, and procedures, such as marketing, human resources, production, sales, lead generation, financial systems, and customer service. Without systems, a business can neither expand effectively nor operate without its owner.

Question: Does your company have the systems necessary for a successor to operate it successfully? *

Yes No

Importance: *

6. Statement : Successful businesses are financially strong, and their owners constantly monitor timely and accurate financial controls. Without controls and reviews, it is impossible to maximize cash flow, minimize expenses, or develop and implement a plan to growth business value.

Question: Do you understand and constantly use your company's financial information to improve performance and cash flow? *

Yes No

Importance: *

Thank you for taking the time today to carefully answer these important questions about your future. In doing so, you have begun to assume control over your business’ strategic growth and, ultimately, prepare yourself for what may be the biggest financial event of your life.

When you return these questions to us, we will analyze your answers (confidentially, of course) and create a customized Value Driver Analysis that will illustrate how prepared you and your company are to build your company’s value. We will review that Analysis with you, answer any questions you may have, and talk about how we can help you grow and protect your business value.

By completing this Analysis, you have taken the first step in closing the gap between where you are today and where you want to be in the future. Of course, we would be honored to help you create a long-term plan that meets all of your business objectives and helps you close the gap between what your business is worth today and what it must be worth to allow you to exit it in style.

Name *

First Name Last Name

Email *

Confirmation Email example@example.com

Phone Number

Please enter a valid phone number.

(Many owners do not want information sent to their businesses)