SERVICES
Strategic TransitIon for Business Owners Ready to Become Asset Business Owners
A Proven Process to Maximize Business Value, Secure Your Lifestyle,
and Structure Wealth for Generations
This transformation enables business owners to:
- Business Sector -
Transform Your Business Into a Valuable, Transferable and Sellable Asset
- Personal Sector-
Prepare to Sustain Your Desired Lifestyle Post-Exit
Establish a Virtual Family Office (VFO) and Management Team to Operate Your Business as a True Asset
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.
Personal Sector-1️⃣
Exit & Transition Planning
(Virtual Family Office Management)
What this is:
A set of powerful assessments—PREScore™ and Freedom Score—designed to evaluate your personal and financial readiness for a successful business exit.
Why it matters:
Many owners exit without being fully prepared, leading to regret and missed opportunities. These tools help you take a proactive approach, so you can make smarter decisions and plan with confidence.
Outcome:
Clear insight into your emotional and financial preparedness, allowing you to align your exit strategy with your personal goals and move forward with clarity and control.
<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.
Personal Sector-2️⃣
Wealth Management Diagnostic
What this is:
Our Wealth Management Diagnostic is a structured assessment that identifies potential gaps and opportunities across business owners financial life—including cash flow, risk, tax, estate, and lifestyle planning. It provides a holistic view of where they are today.
Why it matters:
We focus on a proactive, not a reactive one. By identifying key issues early, the business owners can look ahead, make smarter decisions, and avoid costly mistakes—positioning themselves to protect and grow their wealth with confidence.
Outcome:
They’ll establish a personalized set of priorities and a forward-looking roadmap to build, preserve, and enjoy their wealth—aligned with the life they want to live beyond their business.
Virtual Family Office Model and Management
<Virtual Family Office>
A Virtual Family Office (VFO) is a modern, streamlined approach to managing wealth. It combines investment oversight, tax planning, estate strategy, and risk management into one coordinated plan tailored to your personal and business goals.
By leveraging technology and a trusted network of professionals, a VFO delivers high-level expertise without the cost of a traditional family office—making it an accessible and flexible solution for successful business owners preparing for life beyond the business.
<Virtual Family Office Management Team>
Instead of the wealth business owner juggling all the moving parts alone, we act as their eyes and ears—coordinating across key areas and working closely with trusted professionals. Our role is to help address their most pressing challenges and ensure their personal and professional goals are aligned and achieved.