YOSEMITE associates logo v2

Happy New Year! Make It A Year Of Growing Company Worth

Start the year by building your worth growing plan

Happy New Year to all and wishing everyone a prosperous year ahead. Let’s make it another year of working our plan to growing the long-term value, or worth, of our businesses leading up to one day having a euphoric exit event.

Make yourself a New Year’s resolution to step back and ask yourself this question – where is my business today, where do I want it to get me to one day be euphoric with it and how big is the gap between these two? Knowing this gap, if there is one, will help you identify how bold…or audacious your plan does or doesn’t have to be.

One of the selfish reasons for doing effective strategic thinking and planning is answering the question of how audacious your plan needs to be. You don’t want to incur excessive risk and/or expense to execute on a plan that may be more than you need to fill any gaps you have. And the reverse is true, you don’t want to work hard these coming years only to find out your plan was lacking in ways to truly close the gap to getting you to a euphoric future outcome.

If you want an idea of how to tackle this question, contact us and we can help get your new year off on the right foot with some complementary insights. Call 949.874.0787.

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

Be Ready for The Probe of Due Diligence

108 questions, scanning 10 essential due diligence disciplines, to prepare for a roadblock free Probe of your business in anticipation of sale.

And to potentially increase the value of your business by your professional transparency.

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 Probe Diagnostic Tool questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning for a due diligence Probe, resulting in action steps needed to maximize your readiness when diligence is due.

Format: Digital

Delivery method: Email

Report included: Your Probe results