YOU HAVE YOUR INITIAL BUSINESS VALUE ESTIMATE
Your Instincts Built the Business.
The Right Data Will Help You Scale It.
When you know something in your business needs to change but can’t see the way forward, the Value Gap Intensive helps uncover what’s really keeping you stuck. Together, we’ll find the answers and map out your next steps so you can move forward with clarity and confidence.
You don’t need more homework. You need someone to find the answers.
Your Business Health & Value Assessment gave you a starting point. It may have confirmed something you already suspected: the business is stuck, too much depends on you, or the growth you have worked so hard to create is not producing the profit, freedom or value it should.
You may know something needs to change without knowing exactly what the problem is. And when you are already buried in the day-to-day, finding the answer becomes one more important project you do not have time to tackle.
The Value Gap Intensive is designed for this moment. You provide the information and context; I do the digging, number-crunching and analysis needed to uncover what is really happening beneath the surface.
This done-for-you diagnostic and planning process helps you:
Get to the root of the bottleneck you can feel but have not been able to untangle
Find out whether your instincts about the problem are supported by the numbers
Understand what may be holding back your profit, growth or business value
See which issues need attention now and which ones can wait
Identify the few changes most likely to make a meaningful difference
Walk away with a clear 90-day action plan for what to do next
You don’t have to commit to a year-long advisory engagement before you can get meaningful help. The Intensive gives you focused support with the challenge in front of you right now.
At the end, you will have the answers, recommendations and clear direction you have been missing. You can take the plan forward on your own or continue working with me for support, accountability and implementation.
hOW THE value gap intensive WORKS
This diagnostic work is based on your recent financial reports provided plus your answers to a series of questionnaires and forms completed by you. I analyze the financial data and your responses to diagnose your biggest value drivers and biggest opportunities for increasing enterprise value. Get a clear picture of how a buyer or investor will view your business and what you could do to make it worth more in the next 90 days.
We Discuss Your Most Pressing Challenges and Biggest Goals
We begin by clarifying what you want the business to provide you financially, personally and professionally. We consider your desired timeline, future role and long-term goals so that our recommendations reflect what success actually means to you, rather than applying a generic growth or exit-planning formula.
2. I Dig Into the Data to See What We Can Uncover
We examine your financial reports, business model and assessment results to better understand the factors influencing profitability and value. This helps us test the assumptions behind your initial estimate, identify financial knowledge gaps and determine where greater clarity or further analysis may be needed.
3. We Review the Results In a 2-Hour Work Session
Once the analysis and report is complete, we have a 90-min to 2-hour meeting in which we review the data together and walk through the results, as well as the options available to you for how to move forward. This time is all about using the data to make informed, strategic moves.
4. Refine Your 90-Day Action Roadmap
We review together what else this diagnostic analysis says about what you can in the next 90 days that would improve the value of your business or address an immediate challenge you’re facing. We identify the priorities most likely to create meaningful progress and establish clear next steps. I also present you with options for how to move forward from here with or without my ongoing support.
inside the diagnostic process
The Value Gap Intensive is a done-for-you diagnostic project that gives busy business owners the data-backed insight and action plan they need to take strategic action.
Watch the video for an example of how this process works.
Get the answers you’ve been yearning for by the end of this 2 - 4 week engagement (depending on the complexity of your business and the available data).
Move From a THEORETICAL Valuation Number to a Clear Plan
Your initial Business Health and Value Assessment gave you an estimated value of your business. The Value Gap Intensive takes you beneath those initial findings to uncover the financial, operational or structural issues influencing that value.
This is where your instincts and institutional knowledge are supported by focused analysis. I’ll dive into your business’s available analytics and financial data to to identify your pain points’ underlying causes.
The intensive gives you:
A clearer understanding of why your business received its current valuation
Data-backed insight into the underlying causes of your most pressing challenges
Validation—or correction—of your instincts about what is and is not working
Greater visibility into the value drivers, bottlenecks and opportunities
A focused set of priorities based on what will make the greatest difference
A 90-day action plan showing what to do first, why it matters and how it supports a healthier, more scalable and valuable business
A longer-term roadmap for strengthening the company beyond those initial priorities
The result is a bridge between knowing approximately what your business is worth and knowing how to begin increasing that value.
You will leave with the evidence and direction needed to make your next strategic decisions with greater clarity and confidence. From there, you can implement the plan independently or continue working with me as your advisor to support execution, accountability and ongoing value acceleration.
THE VALUE GAP INTENSIVE
A strategic diagnostic analysis and planning workshop to uncover what is holding your business value back and what to fix first.
YOUR INVESTMENT:
$5,000 USD
Within approximately 2-4 weeks, you’ll receive a 26-page report followed by a 2-hour final workshop in which we review the diagnostic insights and then refine your 90-day roadmap. This is a one-time payment with no obligation to engage in ongoing consulting.
