Module 1

The Value Builder Score

Through analysis of 65,000+ businesses, we’ve discovered that companies that achieve a Value Builder Score of 80+ out of a possible 100 receive offers to buy their business that are 71% higher than what the average company receives.

Offers a comprehensive assessment of the “sellability” of your business
You’ll receive your score out of 100 PLUS a comprehensive analysis of your score with a detailed action plan for how to improve your score
Discover 8 key drivers which are statistically proven to improve the value of your business

Module 2

The Scalability Finder

This exercise will help you identify your products and services that have the potential to scale up the fastest.

This session will provide you with a road map of the products and services you can offer that will help your company grow while minimizing its dependence on you personally
Learn about Teachability and Degree of Differentiation

Module 3

Customer Score

Deploy a customer satisfaction survey predictive of your company’s growth rate and benchmark your results against the most successful and fastest growing companies in the world

This module is designed to gather input from your customers using a customer satisfaction e-mail survey.
Calculate your Net Promoter Score™, a metric proven to predict your company’s growth rate
Calculate your Dependency Score, which measures how independent your company is on you personally, a key variable in improving the value of your business

Module 4

Growth Potential

Maximize your growth potential by pinpointing your product and service lines with the highest potential to grow your company with the least risk

This exercise is designed to pinpoint your product and service lines with the highest potential to grow and the least risk associated with investing in them

Module 5

Recurring Revenue

In this module we’ll focus on increasing both the number and quality of recurring revenue streams flowing into your business.

You’ll complete The Automatic Customer Builder Tool, which identifies opportunities for annuity revenue in your business
Recurring revenue increases the value of your business, smooths out demand so as to allow you to plan your business more efficiently, and improves both cash flow and profitability

Module 6

Monopoly Control

In Module 6 we will review your company’s positioning in the market using a tool called The Positioning Planner. This tool allows you to isolate the attributes and qualities of your business that give you a defendable market position.

This exercise will illustrate which marketing messages give you the highest degree of differentiation from your competitors and are also most meaningful to customers
This exercise is repeated every 12 months as your company develops, the market evolves, and competitive threats emerge

Module 7

Hub & Spoke

Minimize your company’s dependence on your personal every day involvement by surveying your employees and identifying areas where additional training, systems or processes are needed

The Rainmaker’s Dilemma | This tool examines how you spend your time in your business and the impact it has on your company’s valuation rate
The Delegator | This exercise allows you to hone your delegation skills by taking you through a framework for delegating activities effectively
Reducing your business’s reliance on your everyday involvement frees up time for you to pursue interests and hobbies outside of your business and invest more of your energy in business activities that fully leverage your unique skillset and positively impact your company’s valuation

Module 8

The Switzerland Structure

Assess your reliance on any one employee, customer or supplier.

This exercise is designed to develop strategies to reduce any over-reliance and decrease risk
An over-reliance on an employee(s) can reduce the value of your company

Module 9

Customer Score

Deploy a customer satisfaction survey predictive of your company’s growth rate and benchmark your results against the most successful and fastest growing companies in the world

This module is designed to gather input from your customers using a customer satisfaction e-mail survey.
Calculate your Net Promoter Score™, a metric proven to predict your company’s growth rate
Calculate your Dependency Score, which measures how independent your company is on you personally, a key variable in improving the value of your business

Module 10

Valuation Teeter-Totter

In Module 10 our focus will be on cash flow. Our goal will be to maximize the cash flow coming from the day-to-day operations of your business

This session is anchored by The Cash Flow Finder tool
After this session, you’ll have a set of actions to take that will increase your cash flow, minimize or eliminate stressful periods of low cash flow, and increase the overall value of your company

Module 11

The Short List Builder

In Module 11 we will develop a short list of potential acquirers with a strategic reason (and the resources) to buy your company

Whether you want to sell your business in a year or a decade, knowing who the natural buyers are for your business will allow you to look at decisions based on how they might increase or decrease your attractiveness to a buyer

Module 12

The Envelope Test

In Module 12 the Envelope Test will help you articulate your goals for your business and your life

How would your life be different if you sold your business? What are you aiming toward?
Why do you want to exit your business? What do you plan to go do after you leave your business?
Are you prepared to be flexible with how your exit will be done? How attached are you personally to the future life of your business and treatment of employees?
These key questions are critical to preparing for the eventuality of exit and understanding what this life changing decision may entail

Button Boxes section

How l can help?

Make sure it’s REALLY CLEAR what the differences are in the ways someone can work with you! For example, if you have a 30 day package versus a 90 day package – make sure they know the real difference so they know which option is best for them!

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1:1 Coaching

You don’t need to give ALL the deets here because there’s a button to go learn more. Instead, make sure this section is super sexy and intrigues them so they click!

Learn more

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Group coaching

You don’t need to give ALL the deets here because there’s a button to go learn more. Instead, make sure this section is super sexy and intrigues them so they click!

Learn more

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DIY COURSES

You don’t need to give ALL the deets here because there’s a button to go learn more. Instead, make sure this section is super sexy and intrigues them so they click!

Learn more

Process Boxes section

Curious how it works?

This section is a really cool way to talk about your unique process for working with clients. Talk about each step and how it BENEFITS the client. Bonus points if it’s something completely different than what your “competition” does.

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Part one

We debrief 🧐

Remember to always focus on the parts that are the most fun and/or interesting for the client. If you have “back-end” work to do, they don’t need to know about it.

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Part two

We do the thang 😍

Make sure to include all the BENEFITS. The have to know why they should care and what they’re going to get out of this process. Make it super easy to say YES!

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Part three

We celebrate 🎉

This would be a good spot to give some kind of “after” glimpse and talk about the end goal they’re trying to achieve and how it’s going to make a huge impact on their life!

Interactive Image + Text

lt’s time to trust yourself…

Write a little closing note that includes anything else they might need to hear to make their decision. At this point in the page it’s not about details or features or benefits – it’s about trusting themselves (and your support) to be able to do the work and get the result they want so badly.