YOU HAVE YOUR INITIAL BUSINESS VALUE ESTIMATE
GO DEEPER TO what’s behind the VALUATION
The Value Gap Intensive is a 3–5 week strategic diagnostic that examines the financial, operational and personal factors influencing your company’s value. Together, we will identify your most important value gaps, clarify what deserves attention first and create a practical 90-day action plan.
Your initial valuation gave you a starting point. It did not give you the full story.
Your Business Health & Value Assessment provided an initial estimate based on the information you supplied. It may also have revealed potential risks, operational gaps or areas where the company is too dependent on you.
But an automated assessment cannot fully explain why those issues exist, how they interact or which ones are having the greatest effect on your company.
The Value Gap Intensive adds professional analysis and strategic context to your results. It is the difference between what your business may be worth today and what it will need to be worth to support your future goals.
That gap is not always purely financial. It may also include:
A gap between your current role and the role you want
A gap between the company’s current performance and its potential
A gap between how the business operates today and what a buyer would expect
A gap between your preferred exit timeline and the company’s readiness
A gap between the income or sale proceeds you need and what the business can currently produce
The intensive helps define those gaps in practical terms so you can decide what to do next.
Business and Goal Alignment
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. Financial and Value Analysis
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.
hOW THE value gap intensive WORKS
This diagnostic work is based on the recent financial reports provided by you, 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.
3. Risk and Opportunity Diagnostic
We evaluate the operational, leadership and financial factors that may be strengthening or suppressing the company’s value. This includes examining owner dependence, team capacity, systems, customer or supplier concentration, growth potential and other risks a prospective buyer or investor may consider.
4. Prioritized 90-Day Roadmap
We translate the findings into a focused 90-day action plan based on your goals, capacity and timeline. Rather than giving you an overwhelming list of everything that could be improved, we identify the priorities most likely to create meaningful progress and establish clear next steps.
how it works:
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 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.
YOUR Investment:
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.
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.
$5,000 USD
