Value Driver Assessment

Part 1 of 3

People: Next-Level Management

Do you have next-level managers & executives?
YesSomewhatNo
Do you have employees who “act like owners” without true ownership?
YesSomewhatNo
Have you replaced or transferred under-performing management?
YesSomewhatNo
Have you installed key employee compensation plans that both incentivize employees and retain them upon a transition?
YesSomewhatNo
Have you engaged management consultants to train and coach existing management to the level needed?
YesSomewhatNo
What strengths exist and improvements need to be made in your company’s management?

Part 2 of 3

Processes

Are most if not all the operations of your business documented and repeatable?
YesSomewhatNo
Can your company operate indefinitely without you because of the systems you have put in place?
YesSomewhatNo
Would you feel comfortable today, with a financial audit by a buyer?
YesSomewhatNo
Do you have a written plan that will achieve growth in the context of industry dynamics and demand for the company’s products?
YesSomewhatNo
Does that plan include: a projection of cash flow, development of new product lines or augmenting existing ones, market plans, growth through acquisition of other companies, expansion into new territories or increasing manufacturing capacity?
YesSomewhatNo
Do you have a “number” in mind that you would like to obtain for the sale of your company?
YesSomewhatNo
What do you believe needs to be improved in your company’s processes and strategies?

Part 3 of 3

Product & Customers

Have you examined your customer list to determine if any one customer accounts for more than 10 percent of your company’s sales?
YesSomewhatNo
Have you considered new and or profitable markets for your products and services, not just extensions of existing ones?
YesSomewhatNo
Do you already have (or in what areas could you develop) recurring revenue such as license fees, subscriptions and warranties?
YesSomewhatNo
Are any of your products resistant (or could be) to commoditization?
YesSomewhatNo
Can you explain and document your company’s competitive advantage?
YesSomewhatNo
Are you competing on price alone?
YesSomewhatNo
What will make your company attractive to a buyer?

All answers are 100{88e7781e81b0dde43d1c4cee78a5d71fb36c4e609376d39b374cf9be6975310d} confidential and will be emailed to you immediately.

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