ValuGap™

ValuGap™—Analytics to Fill the Gap between Current FMV of a Business and the Owner’s Liquidity Goals

For the Business Owner:

Our ValuGap™ Analysis defines the gap between the current Business Valuation elements of an enterprise and the Owner’s income and asset goals post-liquidity transaction (defined as annual income in combination with other retirement-oriented assets).

The ValuGap™ Analysis:

• Quantifies the amount the ownership of a Small to Medium Enterprise will need for post-sale lifestyle.
• Identifies the business’ ValuDrivers™ which can be calibrated to achieve short and long-term increases in enterprise value. This matrix can be integrated with the owner’s asset allocation as provided by their Financial Advisor to determine their financial readiness.
• Launches the Blueprint for Building Value™ which includes the Business Valuation, financial, operational, and structural ValuDrivers™ and Capital Markets Alternatives.
  • Determine the timeframe, i.e., mental readiness
  • Create a Liquidity Roadmap™
  • Formulate financial projections
  • Evaluate personnel performance and recruiting efforts
  • Strategize for the transfer of ownership
  • Assess the Business Valuation’s methods and risk factors to remove or mitigate risk and soft spots