Our Process
In order to maximize the value of your business and ensure its eventual transferability, you must consider the following:
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Direction of your business.
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Factors that drive value.
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Salability and ongoing viability of the business.
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Predictability of income stream(s).
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Overall health of the business, your staff, systems, management succession and business risks.
Frequently Asked Questions
What am I actually getting?
A comprehensive report complete with recommendations specific to your business. See the video above!
What types of businesses do you work with?
Successful small businesses in most industries that are profitable and generate annual recurring revenue of at least $5 million.
How much does it cost?
$4,800 one-time. No ongoing fees or contracts.
Who is involved?
The business owner(s) and their family. Potentially company executives (CFO, controller, etc.), CPAs, and attorneys.
How long does it take?
Each case will vary but count on six to eight hours of work over the course of a month.
When is the best time?
Early and often. If you want to sell your business tomorrow, this is not the best route. If you want to build a valuable and resilient company, let's talk.