Building Value on Your Way to the Top
Value creation is a critical step, no matter when you plan to transition out of the business.
There are five distinct value enhancement classifications within your 2% Exit Plan. Together, these help leverage your exit, so you get peace of mind about your transition and retirement.
Business Value Enhancement
- Identify, measure and implement value enhancements for your business within 18 value creation categories involving over 200 components and sub-components of interrelated value drivers.
- These value drivers cover all aspects of your business including: operations, financials, investments, sales, marketing, and business intangibles.
- Your business is valued and scored. The result uncovers the gap between your current value and your enterprise (or potential) value.
- Each value driver is measured and benchmarked to reveal deficiencies and quantify any gaps. Suggested tasks help improve your stability and performance… and ultimately, potential business value.
Tax
Implement strategies:
- Business Tax
- Individual Tax
- Estate Tax
Strategic Timing
- Evaluate the markets, industry, and economy as well as credit and deal-making activity for your optimal exit.
- Manage and oversee the value creation steps so enhancements are implemented on schedule.
- Business and personal change – recognize and reevaluate the impact of your readiness, both mental and personal, on the exit plan.
Market Readiness Planning
- Pre-sale due diligence for sale or succession.
- Open and/or confidential communication plans to management and employees.
- Select list of optimal buyers.
Personal
- Risk mitigation through proper insurance.
- Wealth plan including accumulation and preservation.
- Cash flow plan for diversification of net worth.
- Contingency plan for ownership and management.
As your lead navigator, Apex Exit Advisors coordinates, monitors and leads your team of professionals to identify, strategize and implement these value creation opportunities.
