As a Certified Exit Planning Advisor, Brett Andrews utilizes the Value Acceleration Methodology to enhance the Financial Planning process for Business Owners. Business owners are in search of advisors that can have deeper conversations about how to grow value in their business. The value growth process starts before the owner becomes a client through a value-added discovery and educational conversation.
A Triggering Event
Assessment of the Company's Readiness and Attractiveness
Assessment of the Owner's Preparedness to Exit
Creation of a Prioritized Action Plan
How Your Value Impacts Your Business
Mitigating Risk in Your Business
Assemble and Prepare a Master Plan
Do You Want to Grow?
Expand to New Markets
Advance New Products
Grow Thru Acquisition
Do You Want to Exit?
Sell to Employees (ESOP)
Sale to Private Equity