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Value Driver Planning

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Value Driver Planning Process

BEI's Value Driver Planning is designed to help you engage business owners who have more than five to seven years before they are ready for a comprehensive Exit Plan. Value Driver Planning lets owners begin the Exit Planning Process early and keeps you in front of them until they're ready to create and implement a comprehensive Exit Plan.

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The purpose of the Value Driver Planning Process for you is to:

  • Overcome the statement: "I’m not ready to sell my business."
  • Develop a relationship with business owners that leads to Exit Planning.
  • Develop revenue from business planning activities.
  • Remain involved with the owner as the trusted advisor.
  • Position yourself as the Value Driver knowledge leader.

This unique process allows business owners to:

  • Identify the financial gap between where the business is today and where it must be to support a successful exit.
  • Start building a transferable business that can successfully function without the owner.
  • Position the company to meet the owner's financial objectives.
  • Prepares the owner and company for the Exit Planning Process.

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