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OUR PROCESS

Learn About The Key Drivers to Business Profitability and Value ...

"Exit or Succession Planning is a euphemism for getting your business to run more efficiently and profitably without you. However, your mindset must be changed as building a company that runs successfully without you involves thinking of your business as an asset, rather than a job".

The core idea is to set your company up to be self-managing and attractive to an acquirer—even if you have no plans to sell. Making yourself attractive to an acquirer involves the very same things you need to create a self-managing company, because, in essence, they are the same thing.

Acquirers look for companies that can run without their founder, which also happens to be the key ingredient in a self-managing business. Therefore, our approach involves optimizing your company’s performance across eight dimensions important to acquirers that will be examined and developed over a 6 to12 month period. Each month you will build on improving your company. If you're not interested in selling your business anytime soon, you should now have reaped the benefits of optimizing your company to a new level of overall performance not witnessed before.

It All Begins With Insights ...

Understanding exactly what a privately owned business looks like, what it is worth and what exit options are available, and what needs to be done to identify, protect, maximize, and extract its maximum value.

At the heart of our evaluation, is the Business Insights Report – a comprehensive evaluation and guide as to what needs to be done to maximize the value of a business and achieve a successful exit.

Our Business Insights Report Starts Here:

Fact Finder and Information Received
Strategic Overview of Where You Currently Stand
Executive Structure Review
Company Structure
Financial Analysis
Profit and Loss Statement Review (original)
Balance Sheet (original)
Addbacks Schedule
Profit & Loss Statement after Addbacks
Financine Balance Sheet
Operations Balance Sheet
Trend Analysis
Financial Scorecard
Breakeven Analysis
Cash Flow Analysis
Substainable Growth
Credit Risk Scorecard
Benchmarking Analysis
Profit Gap Analysis
Non-Financial KPI Results
Exit Readiness & Attractiveness
Non-Financial KPI Commentary
Valuation Summary
Beta Factor Scorecard
Economic Profit Analysis
Business Valuation
Value Potential

Next, we verify the inputs into the report and identify the source of the data provided, including:

Financial Information - financial statements for financial year end periods, up to 5 years.
Benchmarking - including the benchmarking questionnaire and any advice from owners or staff
Regulatory Information, such as legal or structural information
Other information, which will include the non-financial questionnaire detailing various parts of your business and any interviews or workshop summaries which may support the evaluation.

East Longmeadow, MA, United States
info@PeakWealthAdvisors.com
(413) 224-2488

ABOUT US

Peak Wealth Advisors is entrepreneurial investment firm that specializes in helping business owners manage their personal wealth and help increase their business value. This is done by utilizing the key drivers of business growth for either a future sale; transfer to the next generation; gain additional profitability and efficiencies; and/or minimizing the company's reliance on the business owner. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Silver Oak and Peak Wealth Advisors are not affiliated.

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