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Build Businesses That Sell

As advisors, you understand the significance of helping clients build businesses that stand out and capture market attention. However, it can be challenging to truly grasp what factors contribute to the value of a business and what sets it apart from the competition. 

According to BizBuySell’s recent national report, only about 20% to 30% of businesses that go to market sell. So, what happens to the other 70% of businesses that go to market, and why are these businesses overlooked in favor of others?

Empower Your Clients with Expert Guidance

By deeply understanding what builds value in a business, you can equip yourself with the tools and insights to guide your clients toward owning sought-after commodities. These businesses are more likely to be chosen than others and may even sell for significantly more than similar businesses. Additionally, they offer the owner greater flexibility to work “on” the business rather than being constantly tied down working “in” the business. 

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Like you, we believe assisting business owners along this path of understanding is imperative. That’s why we invite trusted advisors to utilize the tools on this page. Our assessments provide invaluable insights that can help you enhance the value of your client’s business. We are also here to answer any questions and explore opportunities together. Let’s work together to maximize the value of your client’s businesses in today’s competitive market. 

Unlock Powerful Insights to Help Your Clients

As you use these tools, we want to emphasize that the quality of the financial information entered will impact the results obtained. For guidance on how lenders, investors, and potential buyers perceive your client’s financial statements, we encourage you to download our Valuation Starting Point Checklist.

Discover the Power of These Valuable Tools

Starting Point Assessment – the Business Exit Readiness Index™ (BERI Index™)

Regardless of what stage of business your client is in, this insightful 20-question survey provides you with what type of business owner they most resemble. Are they ready to exit, need to stay and grow the business, or can they choose a transition option? 

Discover their profile and make informed decisions aligned with their goals and objectives.

BERI Index™

Identify Your Path – Growth Planning Index™ (GPI™)

Advisors know that business owners have varied goals. Some aim to enhance business operations efficiently, while others strive to build long-term value with an eventual exit strategy. Our GPI™ survey helps you identify your client’s goals, ensuring you invest resources strategically to further your objectives. 

Gain clarity on your path, prioritize areas for improvement, and optimize your efforts.

GPI™

Owner Dependence Index™ (ODI™)

As an advisor, assessing the level of owner dependency within a business is crucial. While owners may enjoy being at the center of activity and control, high dependency creates obstacles to ownership transfer. 

It also indicates when an owner must delegate duties more often to achieve their ideal lifestyle. This assessment can help you understand how to empower your clients for successful business transitions and the lifestyle they seek.

ODI™

Strategic Capacity Analysis™

How is your client set up for growing profits and value, and for making their business easier to run? This tool will rate your client’s business on these traits of top-performing companies from Growth Drive™, powered by Clarity™.

Leverage this report to help your clients outline and achieve their growth goals needed to successfully transition.

STRATEGIC CAPACITY ANALYSIS™
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