Whether you’re years away from an exit or are actively planning for your retirement, you need a way to measure the success of your business strategies before you plan on going to market. The fact of the matter is that the current value of just about any company isn’t enough for most owners to retire …
Value Recon: Supercharge your Value Creation Strategies Read More »
Cash management refers to the management of cash in-flows and out-flows. Company owners must maintain adequate cash to run their day-to-day operations and meet short-term obligations, so having cash on hand in anticipation of expenses is a good practice. However, how much cash should a company maintain? Can a company have excess cash? What Is …
Working with a large staff can be difficult, especially in an all-virtual environment. Even if you don’t have a big staff, it can be hard to keep up with everyone’s progress on a weekly basis (let alone at all!). If you’re creating annual or quarterly plans for your own company or for your clients, you …
Track Progress and Get Visibility with Value Scout’s Weekly Check-In Read More »
There are two critical factors for a successful merger: cultural and organizational alignment. Mergers and acquisitions facilitate a company’s growth strategy, but one cannot underestimate the challenge of integrating two cultures. According to a report published by Harvard Business Review, 40 to 80 percent of mergers do not meet the end objectives. This high failure …
Risk Management is a crucial part of any business owner’s long-term strategy. Value creation is possible by focusing on increasing earnings, achieving growth, and managing risk.
For most entrepreneurs, their business represents the largest asset they own, and they generally work with their financial planners to craft a retirement plan. But what about value? How much annual growth do you need to hit your retirement goal? With Value Scout’s Exit Modeler™, you can set actual targets to work toward that magic …
Reach Your Value Creation Goals to Exit with Value Scout’s Exit Modeler Read More »
Private equity firms look for businesses that have clear growth potential, need limited investment, and much more. By understanding their acquisition criteria, you can be in a better position to get a favorable deal.
We have some exciting news for Value Scout users! Over the past few months, we’ve been working on some impactful improvements for both advisors and business owners. Whether you’re using the platform to model your exit or to build long-term value for your enterprise—this month’s feature release has something for everyone.
What is Disposition? Dispositioned items are defined as items that have not been completed at the end of the period. This allows you or your client to clearly see the work undone at the end of each planning period of choice (quarterly or annual) to sort and determine the next steps strategically. There are three …
View and Sort Work Undone with Value Scout’s Disposition Feature Read More »
A recapitalization can be a successful way for an owner to reap some early rewards from their work prior to their retirement. This article explores the pros/cons of a recap.
