Health & Value Assessment

Purpose:

The report helps the business owner understand their current enterprise value, identify growth opportunities, and strategize for a successful exit by focusing on:

  1. Business valuation.
  2. Exit readiness.
  3. Health assessment using the "Propeller Methodology."
  4. Tailored roadmaps for financial, sales, marketing, leadership, recruiting, and productivity improvements.

Key Sections:

  1. Goals & Vision:
  • Focuses on aligning the business for a future exit.
  • Identifies gaps between current valuation and desired valuation.
  • Emphasizes the "Freedom Point," where the business can fund the owner’s post-exit lifestyle.
  1. Exit Readiness:
  • Offers strategies to prepare the business and the owner for a sale.
  • Warns of external factors like the "5 D’s" (Death, Disability, Divorce, Disagreement, Distress) that often force exits.
  • Provides a checklist to ensure the business is scalable, organized, and operationally independent.
  1. Health Assessment:

Analyzes six key areas with a total health score highlighting strengths and weaknesses:

  • Financials
  • Sales
  • Marketing
  • Leadership
  • Recruiting
  1. Value Assessment:
  • Estimates the current business
  • Recommends value accelerators
  • Illustrates valuation growth opportunities

Overall Insights:

This assessment is a roadmap for improving business scalability, operational health, and market readiness. By addressing weak areas and planning for future growth, the business can maximize its value, aligning with its overall exit strategy.