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.
At the end of the intensive, you will know where the company stands and what to address first
this is for you if
You received your initial business value estimate and immediately thought, “That’s lower than I hoped.”
You hire people to take things off your plate, but your workload hasn’t decreased much
You’re generating revenue, but you are not sure whether the business is truly building long-term value.
You start new projects or launch new products without any idea if they’ll work
You are overwhelmed and exhausted, but don’t see a way out of the day-to-day operations
You want to understand what a buyer would care about before you are anywhere near the selling table.
You need a more data-driven approach to strategic decision making and planning
You want a business that gives you more options: more profit, more freedom, more transferability, and eventually, a stronger exit.
This is not for you if…
You are only looking for a quick valuation number.
You are a solo operator with no plans to hire employees.
You do not want to look at your financials.
You are not interested in making changes to improve the business.
You want someone to magically increase your business value without addressing the underlying drivers.
You are looking for a generic report instead of a strategic diagnostic and customized roadmap.
this is for owners who want the truth of where the business stands and use that truth to build it into an asset.
The Value Gap Intensive gives you:
Insight into why your business was valued the way it was
Identify opportunities to improve profitability and cashflow
A better picture of your personal readiness for exit
Understanding of the financial gap between today’s value and your desired selling price
Recommendations for addressing operational challenges and bottlenecks
A focused 90-day priority roadmap
A vision for reducing your burnout and leading your team more like a CEO
Most importantly, you will stop guessing. You will know what is going on inside the business, what matters most and what to do next.
WHY THIS COMES BEFORE the empowered exit pATH
This isn’t about fitting your business into a generic growth template. Each business is as unique as its founder’s personality, values and style. And it should stay that way as long as you own it.
Before you build, you must clearly diagnose the underlying issues.
That’s why I require all business owners who want to engage in the 12-month Empowered Exit Path to go through this diagnostic first.
This process gives us the clarity we need about what the business actually needs, its biggest opportunities and possible quick wins.
The diagnostic is a sample of the strategic consulting and support experience.
You’ll see what working together could look like and what we would focus on first.
You will also see how we would track progress over time through goals, scorecards, quarterly reviews, strategy sessions and ongoing value measurement.
Feel what it’s like to have the support you’ve been craving to be a better leader, and have clear data to make more strategic decisions.
You don’t have to do this alone. Being a leader is not easy; selling a business for a lot of money is even harder. Give yourself the advantage of an experience advisor at your side, supporting and cheering you every step of the way.
YOUR Investment:
THE VALUE GAP INTENSIVE
A strategic diagnostic and planning workshop to uncover what is holding your business value back and what to fix first.
Completed within approximately 3-5 weeks, including the 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.