OUR PROCESS
01
Get Your Score
The Value Builder Score™ is used to assess a business's potential value. The score is calculated based on the answers provided to a questionnaire that assesses eight drivers of a company's value: Industry, Gross Margins, Scalability, Sales, Recurring Revenue, Cash Flow, People & Brand.
02
Recommend Strategy to Accelerate Value
Leveraging the Value Builder Score™ report you will have a 1-on-1 strategic planning session with a Certified Value Advisor where you will create the Master Action plan for your company determining the expected progress, the obstacles to overcome and the actions, tools & strategies to be implemented.
03
Implement 12 Month Strategy
Our Fractional Integrator/COO will work alongside your Leadership Team to integrate some of the tools & strategies within the EOS framework. You will also have monthly 1-on-1 sessions with your Certified Value Advisor for 12 months. In these sessions, you will review your progress and your advisor will help you overcome any obstacles.
04
Reevaluate Your Score
The Value Builder Score™ is used to re-assesses the eight drivers of a company's value. In a 2-hour meeting, we analyze the results you got and the most logical next steps. In addition, we will debrief your Personal Readiness to Exit report, as we know from experience that successful preparation for exit involves both your company and you.
05
Reengage/Exit
If you choose to continue building value in your business, your Certified Value Advisor will reengage for another 12 months at Step #2. If you want to explore a financial exit (partial or total) or an operational exit, our Certified Exit Planning Advisor can support you through that journey.
OUR GUARANTEE
We are confident in our proven process to help your business grow and increase its value. That's why we offer a special guarantee: If your business valuation does not increase by at least 10% within the next 12 months, we will not charge you for our Value Builder services for the following 12 months. We are committed to your success and stand behind our commitment to delivering results. Contact us to learn more and take advantage of this offer.