Time to Review These 10 Value Driving Activities

Nobody would argue 2020 has been an interesting year, but out of challenge can come opportunity.   

As we look back on the year, we thought it would be a good time for you to consider how you or your clients did on the list of value drivers we shared earlier this year in our 2-part article series Time to Drive Business Value Part 1 and Part 2?  

We created this list of value driving activities because, due to COVID-19, many business owners had more time on their hands, and with that came the opportunity to refocus on their business as an investment and increase value.   Business owners frequently get mired in the day-to-day operations and struggle to carve out time to focus on working on their business as an investment. Yet every business owner wants to know what they can do to increase the value of their business. As a trusted advisor, helping the business owner focus on the bigger picture of looking at the business as an investment and sharing specific levers they have within their control to positively impact value can reinforce your relationship and differentiate you from other advisors.    

Missed the list? Don’t worry, you can read the full posts in the links above, but here is a checklist summary of the list.

It’s never too late to talk with your clients about how to help them think about, and manage, their business as an investment. Feel free to share this checklist and ask your client to prioritize their top 1-3 levers to work on for Q1 2021. In fact, if you’d like a PDF of this list to share with your clients, just email us at capval@capvalgroup.com and we’d be happy to share. You can use this checklist as a topic to discuss during your regular calls, or a good reason to pick up the phone to see how things are going.  

We are here to help YOU drive value for your clients in 2021!  

Happy Holidays from our families to yours,

The CapVal Team,  

Cathy, Scott, Jane and David

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Cathy J. Durham, ASA, MBA
Business Valuation Analyst
Litigation Expert
Shareholder   cdurham@capvalgroup.com
(608) 257-2757

Scott Luedke, CPA, ABV, ASA
Business Valuation Analyst
Litigation Expert
Shareholder   sluedke@capvalgroup.com
(920) 452-8250

Jane Tereba, CPA,
ASA Candidate
Business Valuation Analyst
Litigation Expert
Shareholder   jtereba@capvalgroup.com
(608) 257-2757

David B. Mitten, MBA
Business Valuation Analyst   dmitten@capvalgroup.com
(608) 257-2757