SERVICES
Build More Value in Your Business, So You Can Exit on Your Terms
Using the proven Value Builder System™, we systematically address the 8 core areas that increase both the financial value and attractiveness of a business to buyers or partners.
Together, we’ll create a strategic plan tailored to your business,
so you can build value today and prepare for the future you want.
✅ Financial performance
✅ Growth potential
✅ The Switzerland Structure (reducing dependency on any one customer, supplier, or employee)
✅ Valuation teeter-totter (improving cash flow and reducing risk)
✅ Recurring revenue
✅ Monopoly control (differentiation in the market)
✅ Customer satisfaction (measuring and improving loyalty)
✅ Hub & spoke (reducing owner dependence)
1️⃣Business Value Assessment
(Value Builder Score)
What it is: A comprehensive assessment using the Value Builder Score and Value Builder Report to measure your current business value.
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>
An in-depth assessment that estimates the current value of your business and identifies how to improve its sellability and overall worth. The Value Builder Score and Value Builder Report provide a roadmap to increase the value of your company — all based on the 8 Key Drivers of Business Value.
2️⃣ Business Value Building Strategy & Scenario Planning
What it is: You will get your Value Builder Report amd 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.
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.
4️⃣ Exit & Transition Planning
What it is: A Tailored advisory and comprehensive planning package to prepare both your business and yourself for a successful exit — whether through sale, partner/investor transition, or succession to family or management. We take a holistic approach to navigating your entire transition plan and integrate proven tools including PREScore™ (Personal Readiness to Exit) and Freedom Score to deliver a seamless, high-value experience.
Why it matters: Most business owners are not fully prepared — financially, operationally, or personally — when the time comes to exit. This premium service provides expert guidance and a clear framework to help you maximize value, minimize risk, and confidently navigate your transition.
Outcome: A transition-ready business — financially strong, operationally transferable, and personally aligned with your goals — supported by a strategic exit plan that protects your legacy and helps you move to your next chapter with clarity and confidence.
<PREScore™ (Personal Readiness to Exit Score)>
Seventy-four percent of owners have regrets one year after they exit. The PREScore™ (Personal Readiness to Exit Score) Report assesses whether the business owner is psychologically ready to exit their business, helping them avoid disappointment.
<Freedom Score>
It's an assessment that evaluates whether the business owner is financially prepared to sustain their desired lifestyle after they exit their company. This report helps owners think about life beyond their business and map out a road to financial freedom.