Benchmarking & Strategic Planning

Benchmarking & Strategic Planning

DealCoach will show you how your business is performing against your peers. Use DealCoach to improve results and drive money to the bottom line.

Buying or Selling a Business

Buying or Selling a Business

An estimate of value will make sure you’re targeting the right price, whether you’re a seller or a buyer. Don’t price yourself out of the market, and don’t leave money on the table.

Planning for Retirement

Planning for Retirement

If you’re like most small business owners, your business is your largest asset. And you’re counting on a successful sale to create the lifestyle you want. Don’t take chances. Know what your business is worth so it’s ready to sell when you are.

Protecting Your Family

Protecting Your
Family

Sometimes life throws you for a loop. An estimate of value helps protect your family’s interests if you can’t be there to represent them. Keep your life insurance, succession plan, or buy-sell agreement updated with a current business value.

The EOV

An Estimate of Value (EOV) is our professional opinion of what your company would sell for in today’s market. Use an EOV as a scorecard to track your performance and monitor your company’s current value.

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The BAMA

A Business and Market Analysis (BAMA) includes all the benefits of the EOV, plus a salability assessment and industry benchmarking. We’ll pinpoint where you’re doing well and show you how to improve value.

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Free Exit Assessment

Take this free 10-question exit assessment and find out if now is the right time to sell.

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