Unlock your business’s full potential with a Value Builder Engagement

Discover how you can increase your business’s value by up to 71% and engage a dedicated advisor until you’re ready to sell to ensure you unlock that value.

What's Included in the Value Builder Engagement?
  • A comprehensive Value Builder Assessment – The Value Builder Assessment evaluates a business’s strengths and areas for improvement based on eight key drivers of value and provides benchmarking of your business relative to others in your industry across each of the eight key value drivers. 
  • A Market Based Valuation of your business – A Market Based Valuation of your business provides a current understanding of what your business would likely sell for if you were to take it to market at the time that the Valuation is completed. We’ll provide a single, no charge update to your Market Based Valuation at some point 12+ months into our Value Builder Engagement and as added incentive.
  • Monthly advisory meetings to implement the recommendations from the Value Builder Assessment – As part of our Value Builder Engagement we deliver targeted monthly strategy sessions focused on increasing your businesses value by seeing increased scores across each of the 8 value drivers. 

We are so confident that through the Value Builder Engagement we can increase the value of your business that when you engage us to take your business to market to sell, we’ll credit all our monthly Value Builder Engagement fees against the success fees that we receive when we represent you in the sale of your business.

Our advisor will:

Unlock the full potential of your business. Start your Value Builder Engagement today!

How the Value Builder Engagement works

1: Initial Consultation
2: Data Collection for Market Based Value Analysis
3. Value Builder Score Calculation
4. One-on-One Review Meeting / Detailed Report Review
5. Monthly Strategy and Progress Tracking Meetings

This process ensures that you gain a thorough understanding of your business’s strengths and weaknesses, and provides you with a clear roadmap to maximize your company’s value.

See how your business scores. Contact us for a free consultation and detailed assessment.

Testimonials

John M. – Manufacturing Business Owner "The comprehensive analysis and strategic planning provided by Phil helped us streamline operations and boost profitability. Within two years, we saw a 40% increase in our business value, making our eventual exit both smooth and highly rewarding."

Samantha T. – Retail Owner "The Value Builder engagement exceeded my expectations. The step-guidance and expert advice allowed me to focus on the key drivers of growth. Not only did we expand our store count by 30%, but when it was time to sell, we attracted multiple buyers and secured a deal well above our initial valuation."

Mark R. – Logistics Company Owner "Working through the Value Builder engagement helped us double our revenue in three years. When we decided to sell, the business was in peak condition, attracting competitive bids and culminating in a highly satisfactory sale."

Learn More About the Value Builder Engagement

Why choose us?

Confidentiality

Protect your business

Avoid disruptions with employees, customers, and suppliers by keeping the sale confidential.

Maintain business value

Prevent negative impact on your business worth by keeping the sale under wraps.

Trusted advisors

We understand confidentiality and have protocols to ensure only authorized parties see business information.

Targeted Marketing

Reach the right buyers

Expose your business to a large pool of qualified buyers without anyone knowing it's for sale.

Intrigue without revealing

We craft marketing materials that pique buyer interest without disclosing your identity or location.

Detailed information with safeguards

Only serious buyers with signed non-disclosure agreements and financial capability see detailed information.

John Patrick
Data Analyst

JP works closely with the Marketing and Deal Origination teams to backfill and organize our growing CRM database. His attention to detail helps ensure data accuracy across our organization.

Randall Gratuito
Data Analyst

Randall works closely with the Marketing and Deal Origination teams to populate, filter, and securely manage our growing CRM database. He is extremely diligent and helps ensure data accuracy across our organization.

Mike Murphy
Deal Administrator

Mike works closely with Scott and Leon to ensure clients are well supported. His attention to detail and excellent interpersonal skills are assets in completing due diligence and getting deals to the finish line.

Eve Northmore
Business Transition Psychologist

Eve works with owners and stakeholders to clarify transitional goals. She specializes in team culture analysis and personality profiling workshops to improve staff retention, happiness, and productivity for our clients.

Danielle M. Corriveau
Client Marketing Manager

Danielle manages marketing programs for clients through a variety of channels with a focus on lead generation and building the sales pipeline. She acts as an advocate and liaison between clients and the rest of the organization, increasing loyalty and retention.

Matthew Fluet
Lead Analyst

Matt is responsible for generating accurate and detailed MVA™ reports for our clients. Additionally, he leads all data operations for OpnRoad with a focus on CRM system development and administration.

Leon Arcus
Project Manager

Leon works with our M&A advisors and clients to ensure each deal advances according to schedule. Having practiced corporate law in New Zealand, his attention to detail and project management skills are of great value.

Sam Hinchey
Operations & Search Manager

Sam manages all internal operations for our team. She is also responsible for buy-side search campaigns across north America for our Deal Origination services.