A proven system to help your business:

• Produce predictable profits and cash flow

• Grow

• Build equity and transferable value - the ultimate measure of a business’s success

To learn more, see our “Business Growth Drive Process Chart”

How Valuation Is Performed in the Growth Drive Process

The valuation within the Growth Drive Process is not a traditional appraisal and not a transaction-focused valuation. Instead, it is a strategic, forward-looking value analysis designed to help business owners understand what drives their value today, what limits it, and how to grow it deliberately overtime.

A formal valuation is an independent, standards-based assessment of a business’s value as of a specific date, prepared by a credentialed professional using accepted valuation methods and historical financial analysis.

It is designed for transactional, tax, legal, or compliance purposes and intended to withstand scrutiny from buyers, courts, or regulators.

A comprehensive written plan for accomplishing your objectives with respect to your business if you don’t survive or become permanently disabled. This plan will ensure the survival of your business for the benefit of your family and result in them receiving value for your interest.

See attached sample plan

A review of you exit options in light of your overall goals and objectives.

To learn more, see our “Exit Option Analysis Matrix Chart”

For those businesses that are not ideal targets for outside third-party buyers, this plan will allow them to structure a buy- out with their key employee(s) for the amount of money they need to retire in style, while keeping the owner in charge of the process until payment is received, thereby minimizing risk.

Click to learn more about “The Inside Game”

These include:

• Quality of Earnings

• Pre-sale income and estate tax planning

• Assistance with due diligence

• Reviewing tax provisions in sales documents

These include:

• Helping the owner develop an exit plan, in conjunction with his/her other advisors

• Quarterbacking the owner’s advisory team to achieve the owner’s exit goals

• Cash flow analysis and maximization

• Tax Minimization planning

• Entity Selection

• ESOP Analysis and Feasiblity Studies

• Long-Term Incentive Compensation Planning

 A formal written exit plan is a documented roadmap that explains how an owner or individual will leave a business or role, on what terms, and with what outcomes. It spells out the steps, timing, and responsibilities so the transition is orderly, legally compliant, and financially aligned with the person’s goals.

Key elements

For a business owner, a formal written exit plan typically includes:

• Clear personal and financial goals (how much you need, when you want to exit, what you’ll do next).

• Chosen exit method (sale to third party, management buyout, family succession, ESOP, or liquidation).

• Business preparation actions to maximize value (strengthening operations, financials, key staff).

• Tax, legal, and estate planning strategies to protect and transfer wealth.

• Contingency plans for unexpected events like death, disability, or burnout.

• A timeline with milestones, assigned responsibilities, and follow-up process.

For employees (an “employee exit plan”), it is a written checklist and procedure for how someone leaves a company, covering communication, return of property, access removal, compliance, and knowledge transfer.​

Purpose

The purpose of a formal written exit plan is to:

• Monetize the business or role in a way that meets the owner’s or individual’s financial and personal objectives.

• Reduce risk, including tax, legal, operational, and reputational risk during the transition.

• Provide clarity and consistency for everyone affected (owner, family, employees, buyers, or HR/IT in an employee exit).

• Support a successful “life after exit” by aligning the transition with broader life goals.