Growth Planning

A “professional investor” approach to working “ON” your business

Our growth planning process brings the strategic growth activities of professional investors to the middle market. Professional investors, such as private equity groups, have a proven track record of creating strong, profitable and valuable companies.

We initiate growth planning through a focused, consistent and disciplined approach around 18 company value drivers:

  • Company Overview
  • Financial
  • Sales and Marketing
  • Operations
  • Customer Satisfaction
  • Senior Management
  • Human Resources
  • Legal
  • Innovation
  • Growth
  • Large Market Potential
  • Dominant Market Share
  • Recurring Revenue
  • Barriers to Entry
  • Product Differentiation
  • Brand
  • % Margin Advantage
  • Customer Diversification

CoreValue, our patented methodology, employs algorithms that are based on research at the Massachusetts Institute of Technology (MIT) and proven in the market for over 30 years. The algorithms focus on operational performance, and a company’s ability to prove it will produce and increase revenues and profits into the future, just as due diligence does.

The research includes the development of a set of private business standards (think GAAP for Operations) that are recognized as “best practices” for each of the 18 areas measured. Our methodology has been used with over twenty thousand companies to capture and grow nearly $10 billion in Enterprise Value.

Let’s get Started

Our free Growth Planning Index Survey is designed to measure your overall commitment to growing your business. The twenty (20) survey questions are intended to inform and guide so that you can prioritize growth-oriented tasks / drivers in your business to suit your overall goals. Click below to take the 10 minute survey and get your personalized report instantly.

Our Growth Planning Partner

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