business solution
Expert Business Transition Planning and Advisory
Transform your business into a valuable, transferable asset. We help you plan strategically for exit, succession, or growth — aligning your business for the lifestyle you want.
Expert Business Transition Planning & Advisory means having a trusted strategist to prepare both your business and yourself for the next stage — whether that’s a sale, partner or family succession, or scaling down for more freedom. Instead of piecing together advice from multiple sources, you gain a clear roadmap, value-building strategies, and coordinated planning tailored to your goals.
Challenges You May Want to Solve:
Retirement Anxiety — “My business IS my retirement plan. If I stop working, my income stops."
Bottleneck Syndrome — “I’m the bottleneck. Too many things can’t move without me.”
Owner Dependence — Overly owner-driven operations with no true succession plan.
Blind Spots — Lack of clarity on how to transition, whether through sale, semi-retirement, or passing it down.
Fear — Losing value in a rushed exit, not being financially secure post-exit, or not having a business that can survive without them.
Don't worry, we can help!
Business Sector-1️⃣
Business Value Assessment (Value Builder Score)
Why it is:
It's an assessment of your business using the Value Builder Score to measure your current business value, and areas of
Why it matters:
You’ll know exactly where your business stands — and what factors are driving or limiting its value.
Outcome:
A clear understanding of your current business value and opportunities for improvement.
<Value Builder Score>
It's an assessment that estimates the current value of your business and identifies how to improve its sellability and overall worth.
Business Sector-2️⃣
Value Builder Score Report &
Scenario Planning for Your Strategy
What it is:
You will get your Value Builder Report and Senario Planning, plus 90-minute strategy session interpreting your Value Builder Score and Value Builder Report.
Why it matters:
Identifies the right levers to pull — and in what order — to grow value faster.
Outcome:
A clear, prioritized action plan to improve sellability and worth — with a roadmap to increase value based on the 8 Key Drivers of Business Value.
<Value Builder Report and Scenario Planning>
The Value Builder Report and scenario planning tools help business owners assess and improve their company's value, particularly in preparation for a potential sale or transition. The report provides a score based on eight key attributes that buyers look for, along with an action plan to address weaknesses. Scenario planning tools allow owners to model different future outcomes and make informed decisions about growth and value creation.
Business Sector-3️⃣
Value Growth Consulting (Value Builder System™)
What it is:
Ongoing advisory using the Value Builder System™ to systematically increase your company’s value.
Why it matters:
Strengthens the 8 Key Drivers of Business Value that buyers and partners look for.
Outcome:
A more valuable, sellable, and transferable business — with stronger financial performance, reduced owner dependency, and increased attractiveness to buyers or partners.
<Value Builder System™>
A proven methodology designed to help business owners systematically increase the value of their company. Focused on the 8 Key Drivers of Business Value, the system provides a clear framework to improve your business’s sellability, scalability, and overall worth — making it more attractive to buyers or partners.
