Value Acceleration Process
Value Acceleration Process
A structured approach to help business owners strategically plan and execute their exit while maximizing business value. This process follows a gated approach, meaning that at each phase, specific objectives must be met before progressing to the next step.
Gate 1: Discovery & Assessment
Objective: Understand the business owner’s goals, readiness, and business valuation.
Key Activities:
- Conduct a Value Acceleration Assessment (examining business,
personal, and financial readiness). - Identify key value drivers and areas for improvement.
- Define exit objectives (timeline, financial needs, and transition
preferences).
Gate 2: Prepare
Objective: Implement strategies to increase business value and protect
wealth.
Key Activities:
- Optimize operations, leadership, and processes to enhance
business attractiveness. - Reduce risks that could diminish value (legal, financial,
operational). - Align business and personal financial planning with exit strategy.
- Develop contingency plans (insurance, key employee retention,
legal protections).
Gate 3: Decide
Objective For Business Owner: Consider the planning options and decide the best direction given the requisite planning options provided.
Key Activities For Business Owner:
- Select the best exit option (sale, internal transition, ESOP, etc.).
- Confirm the time frame for the planned transition.
- Engage outside third-party expertise, relevant to planned transition.
- Negotiate terms and finalize agreements through outside legal counsel.
- Plan for business continuity and leadership change succession.
*Please note that members of Kawabe Advisory Group only provide consultation on planning services related to business succession. KAG does not participate in the private sale of business and does not provide tax or legal advice services. No compensation is provided to KAG or its associated persons in relation to successful purchase of sale of a private business.
