Home > Services
Services
We create superior business value for privately held small and middle market businesses using an integrated process-driven services model called BIGS (Buy-Improve-Grow-Sell). The BIGS model adds enterprise value before, during and after the sale of business. This proven systematic and repetitive approach is more cost effective and yields the kind of results business owners are striving to achieve: realization of lifetime wealth, premium return on investment, and a lasting and satisfying legacy.
Our value creation process has three major gates. In Gate 1 we determine the state of readiness to exit or transition from a personal and a business standpoint. We use this information and independent market data to determine the value of the business and identify opportunities to increase value.
In Gate 2 which we call de-risking, we implement improvements to mitigate personal and business risk, and strengthen areas of weakness. Gate 3 is a major decision point. With a marketable and scalable business model in place the business is ready to go to market, transition or grow.
With our assistance, process, and experience we are the perfect firm to guide you along this journey, to help you understand all your options, and to help you make the best choice for your unique situation.
ASPIRE Value Creation Process
Click here to enlarge image | Hover mouse over image for detail
-
- Business Valuation
- Benchmarks: How am I performing relative to the industry?
- Identifies Financial Opportunity or Strength
- Needed for Personal and Financial Planning.
-
- EPRA
- How can I increase my business value?
- Identifies areas of risk which lower value.
- Quantifies valuation
- Determines if you trade high or low.
-
- Prioritized Action Plan
- Prioritize personal, financial & business actions to improve value and readiness
- Establish monthly implementation schedule
-
- Personal & Financial Planning
- What personal purpose is the business serving?
- How do I replace that?
- Who depends on me?
- Who can I help?
- How/Will I stay healthy?
- Needs vs. Wants
- Can I achieve my personal objectives without my income?
- Am I confident I will be financially secure forever?
- Estate and tax planning, if necessary
-
- Business Improvements
- De-risking projects completed monthly
- Weekly phone coaching
- Monthly accountability meeting with coach
- Introductions by coach, if necessary
- Maintain documentation so that it will be easy to gather when preparing data room
- The data room may be partially completed during this stage
-
- Assemble DD Materials
- Assemble data room while completing preliminary due diligence
- View data from a buyer perspective
-
- Prepare Book
- Assess market timing, business lifecycle and personal time chart
- Discuss - decide sales strategy or other explore other transition options
-
- Buy Improve Grow
- The Advanced Value Creation program requires a 2-5 year commitment
- It most likely will require investment into the business, changes in culture and staff
- Expect a 12x increase in complexity
- Rewards include a 2x - 3x increase in value
-
- Sell or Transition
- Explore you exit options
- Compare options
- Select best option
- Initiate transition plan
-
- Grow or Exit?
- Assess market timing, business lifecycle and personal time chart
- Discuss – decide sales strategy or other explore other transition options
"Clients engage with us to confidentially sell their business, provide an independent valuation of their business, grow through acquisition, and to improve business profits."
