Value Acceleration & Exit Planning Approach
At RBK, we work with business owners, to help them grow and build the value of their business, protect and preserve that value and, ultimately, realise that value so that they can exit on their terms.
As Certified Exit Planning Advisors (CEPAs), we offer a 5 step process to determine the value of your business today, maximize your future results, and assess where you need to build value to ensure there are no gaps. Our exit planning process is based on a proven methodology, which takes an owner and their business through the various stages of value acceleration.
- Stage 1: Identify Value – Run an assessment to determine what the business is likely worth today and where that value lies.
- Stage 2: Protect Value – Identify areas where risks can be mitigated and design a plan for owners to de-risk those areas and increase value immediately.
- Stage 3: Build Value – Increase tangible value across people, customer, structural, and social capital.
- Stage 4: Harvest Value – identify exit / succession options and the pros and cons of each.
- Stage 5: Manage Value – Offer guidance across tax, estate, and wealth management around long term value.
This service includes experts on the following topics:
- Business Valuation
- De-risking activities
- Focusing on structural, human, social and customer capital – can include documenting policies and procedures, HR development, addressing customer concentration issues, marketing development/systemization, etc.
- Product development
- Management development
- Decreasing owner dependence, increasing transferability
- Focus on recurring revenue
- Legal, financial and tax advisory team development
RBK’s multidisciplinary team guides business owners through the entire process, eliminating the need for multiple sources with in-house capabilities to meet all of your needs, including:
- Business Valuation
- Financial planning
- Estate planning
- Insurance planning
- Tax structuring
- Due diligence
- Wealth management
To find out how RBK can help maximise the value in your business, contact a member of our Value Acceleration & Exit Planning Team.
