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.

3. Close the Gap: We will help 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.

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

 

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.

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.

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.

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. 

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.

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. 

Please provide your name and contact information so that we can provide you with the results of your Value Driver Analysis.