Premier Value Planning Services in Florida
The Team Builder Journey
Purpose:
- Interactive team assessment that focuses on talent processes that make the organization buyer attractive and transferrable
- Perfect for teams ready to pivot to rapid growth or prepare for an exit
- Initial Workshop Fee Required
Focuses on eight elements:
- Succession Planning
- Cultural Fit
- Talent Transferability
- Organization Transferability
- Compensation and Benefits Alignment
- Standard Operating Procedures
- Future-Proof Skills
- Post-Sale Integration
Packages:
- Basic Package - Three Elements
- Middle Package - Five Elements
- Full Package - Eight Elements
- Sold Separately - Drive growth with 90-Day Sprints and regular 30/60-Day check-ins based on key metrics
Process:
- Live assessment with Owner, Leadership Team and Consultant
- Develop a prioritized action plan with clear leaders and accountability
**This is usually at 180 to 360 day on-going commitment; especially with a limited HR department
The ValueBuilder Journey
Purpose:
- Interactive conversation with owner as a result of the Value Builder Assessment
- Perfect if you’re separating yourself from the daily operations and taking on a strategic leadership role
- Ideal for beginning to focus on increasing business to close your wealth gap for a satisfying financial exit
- Initial Workshop Fee Required
Proven assessment boosts value in eight key areas:
- Financial Performance
- Growth Potential
- Employee/Customer Dependency
- Cash Flow Balance
- Recurring Revenue
- Market Differentiation
- Customer Satisfaction
- Operational Sustainability
Packages:
- Free – Review the results
- Basic Package – Select two key areas to focus on
- Basic+ Package – Select four key areas to focus on
- Middle Package – Select six key areas to focus on
- Full Package – Select all eight key areas to focus on
- Sold Separately – Coaching Package supporting you thru the process using 90-day Sprints, with a 30 and 60 day check-in.
No pressure execution:
- Change takes time, there is no pressure to address all areas at once. Some changes take three months, while others take a year or more.
- Our goal is to guide you through the change at your pace needs.
- Take a 15-minute survey with no obligation.
- Focus on one or all dimensions to enhance your business value.
The results will come in a comprehensive report that is easy to read, understand, and explore results further. Your consultant will review this with you and form the foundation for action plans.
The Value Builder Report
No Charge Networking
- As your growth advisor, we know that creating a valuable and transferrable business is not the total picture for you. It makes it attractive to buyers. A strong community is crucial, however, for accelerating your wealth management and ensuring a smooth exit plan tailored to your buyer. We suggest including advisors who provide valuable insights for a comprehensive exit. At GrowFast, we offer free tools and networking to support your financial guidance and sale process. Here is a list of key advisors for your exit and transition planning.
The PREScore
- Free Assessment of your Personal Goals and Readiness for Exiting your business
- Free Exit Checklist Book
- Free Consultation
- Useful tool to discuss with Family and Stakeholders