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Checklist To Start The Year

Ensure having the right focus to prepare for successfully selling your company one day

People talk about New Year’s resolutions this time of year which for company owners and CEO’s, should include thinking about the focus for the year ahead for building their company net worth.

Whether by yourself or with key advisors or executives on your team, here are questions every private company owner/CEO should be giving strong consideration to:

  • Did my team build company net worth (enterprise value) in the just finished year – is my company worth more today than it was worth a year ago? Where did we do well in this area and where did we not so we can address this in the new year?
  • Am I clear on what will drive up the net worth of my business in this new year? Strengthening our financial performance is certainly a key element but how about steps we are taking to make our company stickier with customers, increasing the predictability of revenues, improving the productivity of your organization to enhance margins, strengthening the culture of our team, etc, etc.
  • Am I clear on what a future acquirer will expect to see when the day comes they kick our tires – am I building a business that will excite them when they start looking closely at it?
  • Have I identified with my team our top 3 to 5 strategic areas of focus for this new year? And do these areas bridge to helping us build long term company net worth?
  • What is my business worth today (to an acquirer) and is there a gap to what I’d like to receive one day when I decide to sell?
  • If there is a gap between what my business is approximately valued at today and what I’d like to one day sell it for, what are the top issues causing this gap? And do my strategic initiatives for this new year help me address these gaps?
  • Do I have the right people in the right roles with the right focus for helping me build company net worth?
  • Do I have the right incentive plan in place for key managers on my team to ensure they have the right focus in this new year for helping to build company net worth?

These are just some of the questions we help clients think through on a regular basis. Step outside of the daily tactical aspect of leading your team and ask these questions to ensure you’re not confusing motion for actually making progress. We always say that owners/CEOs should use time as their friend in preparing their company for a future exit event that will make them euphoric. Addressing these questions will have you thinking and talking about the right areas that will help you one day achieve your personal euphoric outcome.

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

109 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