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Bank Your Moment - Quick Tip for Growing Your Company Value

Orange County, California

With the beginning of a new year just a few months way, for many business owners this puts them in the important zone for developing, or fine tuning, their company strategy for the years ahead. Unfortunately for many, strategic planning is more of a financial exercise and this is a missed opportunity for buidling your company value. In my career as a CEO, my teams realized the benefits of putting initial focus and priority on our strategic thinking, followed by effective financial planning. I recommend to owners that they implement a 4 Step Strategic Planning Campaign.  Step 1 = What's Going On Inside Our Four Walls. This is our opportunity to take a holistic internal view of our company in terms of our revenue and margins by product or service and review key operating metrics all of which will help us understand our current business position and performance. Step 2 = What's Going On Outside Our Four Walls and the discussion moves to the external world. It's in this step that we think about market trends and competive dynamics. Step 3 = Where Do We Want To Take Our Business which builds on Steps 1 & 2 and gets the team planning where the business should go strategically. Step 4 = Our Pathway Forward which is the step for setting our plan to move the business toward our longer term goals. This step includes what resources we'll need, the financial plan we'll follow and how we'll monitor our progress. Building the long term value of your company is generally done more in an evolutionary manner, not revolutionary. Look at each new year with your team as an opportunity to review your strategic direction and build your confidence that you're taking the right steps to build company value!

Use Greenpoint Testing to Achieve Your Desired Exit Valuation

It only takes 106 questions, scanning 10 essential business functions, to stress test your readiness for a successful exit.

However, these questions require thoughtful commitment to achieve your desired exit valuation.

During this up to hour-long online testing, you'll see questions such as the following.

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Then, complete the Greenpoint questionnaire to unlock your personalized report, which will reveal any gaps in your planning, pointing to the action steps needed to maximize your desired exit valuation.

Format: Digital

Delivery method: Email

Report included: Your Greenpoint results

Stethoscope Frees You to Work On Your Business, Beyond In It

120 questions, scanning 10 essential business functions, free you to work ON your business, rather than solely IN your business.

With each question requiring thoughtful commitment to identify opportunities to further your success.

During this up to hour-long digital Q&A, you'll see questions such as the following:

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Complete the Stethoscope questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning, and tips for future growth, resulting in action steps needed to maximize your thinking as a business leader.

Format: Digital

Delivery method: Email

Report included: Your Stethoscope results