Discovery
We begin with an in-depth discovery of your business to gain insight into your financial health, operations, pain points, and unique achievements.
Advisory Board Alignment
Simultaneously, we meet with your core advisory team such as your CPA, Wealth Advisor, and your family to ensure everyone is on the same strategic page.
Enterprise Value Assessment
Based on insights gleaned in Discovery, we identify your business’ current value and key areas for improvement in our robust Business Insights Report. We also facilitate a Personal Development Plan and Comprehensive Wealth Strategy, defining personal and financial goals for the business owner.
Best-in-Class Survey
Utilizing sale data for similarly situated businesses, we identify enterprise value benchmarks along the road to your best-in-class value. By comparing key performance indicators and market trends, we provide actionable insights to maximize the business multiple.
Strategic Growth Action Plans
We work with you, your management team, and your Advisory Board to identify specific, measurable goals aimed at driving strategic growth, which are implemented in 90-day intervals with oversight and accountability.
Pre-Diligence™
We apply a “buy-side” mindset to ensure your business has all documentation, quality financial analysis, risk protection, and other items a buyer will investigate during a sale process. This pre-diligence™ protects the validity of your enterprise value and wards against delays or surprises during an exit.
Exit Options Exploration
We explore your vision for a successful transition and match you with the pertinent exit strategy specialist to maximize your business's value and match your desires.
MAX Value Advisors specializes in providing strategic growth and exit planning preparation to privately held, lower middle market businesses and their owners.
We believe that preparation today not only creates profound, long-term increases in enterprise value, it also fosters improved culture, work/life balance, time management, and oftentimes cashflow.
Our unique approach integrates the business, personal, and wealth dimensions of ownership, ensuring a holistic transformation.
As Capitaliz Accredited Advisors, Certified Exit Planning Advisors, and backed by the Exit Planning Institute, our measured, proven process and software solution can take your business from Successful to Significant: