Business Advisory
Certified Business Valuation
Our Certified Business Valuation Report provides a detailed analysis of a business’s value, going beyond mere valuation figures to enable in-depth discussions on various conclusions of value and year-over-year comparisons of Key Performance Indicators (KPIs) against industry averages. The initial sections of the report (Pages 2-3) offer background on the importance of business valuation and the circumstances that typically necessitate such an assessment, setting the stage for deeper analysis.
The report defines crucial valuation terms like Asset Value, Equity Value, and Enterprise Value on Page 4, highlighting which values are most pertinent depending on different business scenarios. Page 5 explains our methodology, providing insight into the techniques used to calculate the different values presented in the report.
Page 6 is pivotal as it outlines the monetary values for each valuation conclusion, advising stakeholders on which valuation is most applicable based on the business’s specific circumstances. This is particularly crucial for making informed decisions tailored to the needs of the business.
Financial summaries are presented on Pages 7-8, which synthesize the data entered into our platform to provide a snapshot of the business’s financial health over time. This section is essential for understanding the financial trends that influence valuation conclusions.
The report extensively analyses KPIs, with Pages 9-11 detailing a year-over-year comparison of various performance metrics. Pages 12-24 extend this analysis by comparing these KPIs against industry averages, providing graphical representations that clarify how the business stands relative to its peers in the industry.
Overall, our Certified Business Valuation Report is an indispensable tool for business owners, potential buyers, or financial analysts. It offers a robust framework for understanding not just the numerical value of a business, but also the strategic insights required to evaluate its performance comprehensively and make informed decisions based on both historical data and industry positioning.
Value Optimization Plan
Our Value Optimization Plan (VOP) is a strategic framework designed to assess and enhance the intrinsic value of a company through a structured three-level improvement process. Each level targets specific aspects of the company’s operations and capabilities to ensure a comprehensive value enhancement.
Level 1 focuses on “Protecting the Company from Downside Exposure,” emphasizing the establishment of foundational elements that safeguard long-term sustainability. This level prioritizes addressing basic operational and strategic risks to ensure the company has a solid base from which to grow.
Level 2, “Enhancing the Quality of Existing Core Operations,” aims to improve the effectiveness and efficiency of current operations. This involves implementing best practices and continuous improvement strategies to maximize the value of the company’s existing size and market position, focusing on refinement rather than expansion.
Level 3, “Positioning the Company for Successful Growth,” is about identifying and implementing strategies that enable profitable and sustainable growth. This level is prioritized only after the foundational and operational improvements have been solidified, ensuring the company is well-prepared for expansion.
The methodology of VOP is organized into eight key categories: Planning, Leadership, People, Sales, Marketing, Operations, Finance, and Legal. Each category is critical to the overall balance and quality of the organization, and is further segmented into subcategories that pinpoint specific development areas.
Additionally, the VOP employs proprietary key indicators such as Quality Score, Risk Score, and Intrinsic Value to gauge the company’s development, operational efficiency, and financial stability. These metrics not only provide a detailed picture of the current state but also help in crafting a customized roadmap for future improvements, ensuring the company’s actions are aligned with enhancing its overall value.
Exit Planning
At Modern Wealth, we view the sale of a business as a pivotal moment in an entrepreneur’s journey. Our Value Acceleration Methodology™ is a strategic framework that enhances business value, focusing on impactful actions that can be taken today to increase transferrable value and best in class business valuation. This forward-thinking approach is designed to maximize present opportunities rather than speculate on future conditions.
Our philosophy is to provide unbiased guidance on all exit strategies, ensuring that our clients make informed decisions that best suit their diverse needs. We adopt a collaborative approach, bringing together a multi-disciplinary team of professionals who contribute their specialized expertise to support the success of your business.
We strive to align your business strategy with your personal and financial goals, creating a harmonious exit plan that integrates all aspects of your life. This comprehensive method ensures that the strategy we develop together not only prepares your business for a successful transition but also aligns with your broader life ambitions, securing a prosperous future post-exit.
Modern Wealth’s Value Acceleration Methodology™ is a strategic approach to enhancing your business’s worth and aligning it with your personal and financial aspirations. The Discover Gate initiates the process with a Certified Business Valuation, shifting from assumptions to data-driven strategies, culminating in a tailored action plan. The Prepare Gate, utilizing our VOP process, then takes these strategies into action, breaking down tasks into manageable 90-day cycles, focusing on value enhancement, risk reduction, and preparing your business for a successful transition.
The Decide Gate marks the critical decision-making phase, where every 90 days, you reassess and make informed choices about your business’s future, considering emotional and economic factors. This stage contemplates various exit strategies, such as family succession, ESOPs, or sales to third parties or private equity firms, tailored to your unique situation and market dynamics.
Our methodology ensures that your business strategy remains in sync with your personal goals, facilitating a smooth transition when exiting your business. Whether you’re looking to sell soon or simply want to increase your business’s value, Modern Wealth is your dedicated partner, helping you navigate the complexities of business ownership and preparing you for the next chapter in your professional life.
Let's Chat
Join us for a complimentary 30-minute chat focused on your needs, goals, and vision. Enjoy a relaxed, no-pressure session to learn about our process and ask any questions. We’re here to listen, not to sell. Let’s discover what’s possible together!