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Breakfast Seminar July 25 2013 PWG Content
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Transcript of Breakfast Seminar July 25 2013 PWG Content
© 2013 Preston Willis Group Partners 1
Transitioning Your Business
Maximize Your Business Value
Glenn Myers; Bob MacBeanJuly 25, 2013
© 2013 Preston Willis Group Partners 2
Maximize Your Business Value - Unlock Hidden Value
© 2013 Preston Willis Group Partners 3
Whether you are Buying, Selling, Building, Renovating, Reorganizing, Merging or Looking for an Investor - Value is Important
Buying
Using your shares as a currency
Using the software and templates that are to be demonstrated, to determine Transferable Enterprise Value (TEV), identify Red Flags, and determine strengths & weaknesses
Selling Obtaining top dollar when transitioning or selling your business by
eliminating Red Flags, closing the Value Gap, and populating the Vault in preparation for the sale
Building Build & Track Value Growth: determine current TEV, Value Gap, and Tasks to improve the TEV
Renovating Diagnose business weaknesses (Red Flags), identify tasks, and
track progress
Reorganizing Apply the software and templates to better understand,
communicate, and align parties around the current business
Merging Ensuring the relative value of your company is higher than the
other company when undergoing a merger
Investment Minimizing the amount of equity needed to finance the next
growth stage
Glenn Myers; Bob MacBeanJuly 25, 2013
Examples: Life Cycle Issues
© 2013 Preston Willis Group Partners
Environmental products
Mechanical Contractor Custom Garment
Manufacturer Architecture
Multi-Media Content Company
SaaS Energy & Environmental
Management Energy Commodity
Maximizing Value
Glenn Myers; Bob MacBeanJuly 25, 2013 4
Value = Ability of the Business to Dependably Generate Revenue and Profit into the Future
Value = Ability of the Business to Dependably Generate Revenue and Profit into the Future
We can help determine the value but more importantly identify the triggers to Increase
Your Value?
We can help determine the value but more importantly identify the triggers to Increase
Your Value?
© 2013 Preston Willis Group Partners 7
90-min Business Value Assessment
Identify How to Make It Worth More
• Transferable Enterprise Value
• Potential Value
• Value Gap
• Red Flags
• Roadmap to Improve Value
18 Drivers for Enterprise Value
Answer questions in 18 value driver categories
Powered by
Quantify the ‘Intangible’ Drivers of Enterprise Value
Confidential & Proprietary 10
3. CoreValue assigns a CoreValue Rating Score from 0-100, a measure of the strength of the operating asset (based on proprietary CV algorithm)
1. CoreValue assigns a normalized trading range for a company based on its industry (source: BVR and proprietary research)
2. Company completes a business assessment in 18 value driver categories (source: Private Business Standards)
4. Based on the CoreValue Rating, CoreValue determines where the company falls on the normalized curve, and with the company’s financial data, calculates the estimated Enterprise Value (based on proprietary CV algorithm)
Determines how strong, efficient, and durable the business is - to generate future revenue and profit
See where your business is strong, where it is weak, and how to make it worth more
Suggests Tasks to improve your Enterprise Value
Secure workspace in your company’s Vault – safely upload comments and documents to substantiate
the value
© 2013 Preston Willis Group Partners 16
Our Free Consultation Offer
A one hour meeting to discuss your situation.
• Discuss the potential value of your business.
• Initial Assessment of 4 of 18 ‘Business Value Drivers’
• Identify areas that need to be addressed before you Buy, Sell, Build, Renovate, Reorganize, Merge or Look for an Investor.
• Discuss your engagement services options
2013.11.13-Bilytica -1 © 2013 Preston Willis Group Partners 17
Preston Willis Group (PWG)
Professional Management Company: we provide insight, expertise and operation know-how to enable our clients to a win, scale and achieve desired business outcomes.
Multi-location: Partners and Principals in San Francisco, Boston & Toronto.
Worldwide Network of Professionals: We maintain a network of contemporaries and business specialists around the globe.
Operational know-how and accountability: We don’t merely recommend winning moves, but put them into play to achieve results.
© 2013 Preston Willis Group Partners 18
Transitioning Your Business
Maximize Your Business Value
[email protected]@prestonwillis.com