Triggering Event

Service Description

A “Triggering Event” engagement provides a baseline business valuation plus personal, financial, and business assessments that give an owner a clear starting point and action plan for building value and planning an eventual exit. Purpose A Triggering Event engagement is designed to show an owner what they have today, what they need to reach their goals, and where the gaps are in their current business, personal, and financial situation. It launches the Value Acceleration process by combining an informal valuation with readiness and attractiveness assessments so owners can make informed decisions about growth or exit. What It Includes A limited business valuation to estimate the range of prices a buyer would likely pay for the company today, using three years of financials, EBITDA normalization, and market multiples. A business attractiveness and exit readiness assessment, using structured questions to score how attractive the business is to a buyer and how ready it is to transition. A personal, financial, and business planning review to assess the owner’s Lifestyle After Business needs, wealth gap, and alignment of business, personal, and financial goals.