VALUE ENHANCEMENT SERVICES

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Value enhancement implements a change which creates long-term benefits for you. The valuation process combines the knowledge acquired by the discovery of key value drivers within a company, along with our expertise in process improvement. This enables us to provide you with a plan to improve the value of your company.

Big changes — especially in larger companies — don’t happen overnight. Our individualized approach to helping clients make big changes and sound business decisions is methodical and incremental, and keeps your long-term goal in mind at all times.

When we begin working with a new client, there’s much foundational work to be laid. The client’s core leaders start by going through an assessment process that covers everything from financials, to systems, to internal succession planning. Concurrently, our team begins learning everything possible about your business through our own observations and questioning, connecting with all stakeholders involved in and around your business, from bankers, to customers and employees, to vendors. Building strong relationships and a cooperative team for your clients is critical, as the best ideas come forward when everyone feels both valued and invested in the process.

Once completed, we outline and provide a detailed plan — including tracking methods and achievable metrics — to improve the worth of your company.

Included in the plan are the principle value drivers we implement to help your businesses thrive:

Planning – A company with a strong vision and mission supported by a fully-developed business plan, and an understanding of its target market, competition, and barriers to entry, has significant advantage and value over other companies. This includes the steps taken for product development, as well as meeting the needs of growing demand.


Leadership – Your company value is increased when it has an active board of directors, and a cooperative senior management team that effectively communicates within a positive culture. This includes adequate succession planning for the senior team, and career advancement plans for those who will be filling these roles in the future.


Sales – High value companies have the ability to deliver on sales without too much client concentration with a sales team and strategy that meets the needs of the marketplace in a systematic and process-driven manner.


Marketing – To perform at a higher level, the branding and marketing presence of a company needs to be implemented just as effectively as it is envisioned in a thorough marketing plan, with accurate and timely information.


People – Your business value depends on its ability to hire, develop, and retain quality individuals. The right people can strengthen culture, ethics, customer relations, production, innovation and other aspects of operations, all of which can add to company value.


Operations – When your organization has the systems and processes in place to deliver on the promises made to your customers in an efficient and effective manner, while providing the opportunity to scale up into new markets, the value of your business increases.


Finance – The value of your business depends on the condition of your company’s financial matters and your ability to follow best practices. These include clean readable financial statements, operating reports, and adequate tax, insurance, and banking strategies that are sustainable year after year into the future.


Legal – There is significant value in having all legal matters in order and documented, such as proper filings, minutes, licenses, disclosures, and intellectual property protected. If there are claims against your company, you have a process to handle potential liability issues. You have contracts with key customers, suppliers, advisors, contractors, and employees, and you have agreements with all investors.