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© 2013 Preston Willis Group Partners 1 Transitioning Your Business Maximize Your Business Value

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Page 1: Breakfast Seminar   July 25 2013 PWG Content

© 2013 Preston Willis Group Partners 1

Transitioning Your Business

Maximize Your Business Value

Page 2: Breakfast Seminar   July 25 2013 PWG Content

Glenn Myers; Bob MacBeanJuly 25, 2013

© 2013 Preston Willis Group Partners 2

Maximize Your Business Value - Unlock Hidden Value

Page 3: Breakfast Seminar   July 25 2013 PWG Content

© 2013 Preston Willis Group Partners 3

Whether you are Buying, Selling, Building, Renovating, Reorganizing, Merging or Looking for an Investor - Value is Important

Buying

Using your shares as a currency

Using the software and templates that are to be demonstrated, to determine Transferable Enterprise Value (TEV), identify Red Flags, and determine strengths & weaknesses

Selling Obtaining top dollar when transitioning or selling your business by

eliminating Red Flags, closing the Value Gap, and populating the Vault in preparation for the sale

Building Build & Track Value Growth: determine current TEV, Value Gap, and Tasks to improve the TEV

Renovating Diagnose business weaknesses (Red Flags), identify tasks, and

track progress

Reorganizing Apply the software and templates to better understand,

communicate, and align parties around the current business

Merging Ensuring the relative value of your company is higher than the

other company when undergoing a merger

Investment Minimizing the amount of equity needed to finance the next

growth stage

Glenn Myers; Bob MacBeanJuly 25, 2013

Page 4: Breakfast Seminar   July 25 2013 PWG Content

Examples: Life Cycle Issues

© 2013 Preston Willis Group Partners

Environmental products

Mechanical Contractor Custom Garment

Manufacturer Architecture

Multi-Media Content Company

SaaS Energy & Environmental

Management Energy Commodity

Maximizing Value

Glenn Myers; Bob MacBeanJuly 25, 2013 4

Page 5: Breakfast Seminar   July 25 2013 PWG Content

Value = Ability of the Business to Dependably Generate Revenue and Profit into the Future

Value = Ability of the Business to Dependably Generate Revenue and Profit into the Future

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We can help determine the value but more importantly identify the triggers to Increase

Your Value?

We can help determine the value but more importantly identify the triggers to Increase

Your Value?

Page 7: Breakfast Seminar   July 25 2013 PWG Content

© 2013 Preston Willis Group Partners 7

90-min Business Value Assessment

Identify How to Make It Worth More

• Transferable Enterprise Value

• Potential Value

• Value Gap

• Red Flags

• Roadmap to Improve Value

Page 8: Breakfast Seminar   July 25 2013 PWG Content

18 Drivers for Enterprise Value

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Answer questions in 18 value driver categories

Powered by

Page 10: Breakfast Seminar   July 25 2013 PWG Content

Quantify the ‘Intangible’ Drivers of Enterprise Value

Confidential & Proprietary 10

3. CoreValue assigns a CoreValue Rating Score from 0-100, a measure of the strength of the operating asset (based on proprietary CV algorithm)

1. CoreValue assigns a normalized trading range for a company based on its industry (source: BVR and proprietary research)

2. Company completes a business assessment in 18 value driver categories (source: Private Business Standards)

4. Based on the CoreValue Rating, CoreValue determines where the company falls on the normalized curve, and with the company’s financial data, calculates the estimated Enterprise Value (based on proprietary CV algorithm)

Page 11: Breakfast Seminar   July 25 2013 PWG Content
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Determines how strong, efficient, and durable the business is - to generate future revenue and profit

Page 13: Breakfast Seminar   July 25 2013 PWG Content

See where your business is strong, where it is weak, and how to make it worth more

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Suggests Tasks to improve your Enterprise Value

Page 15: Breakfast Seminar   July 25 2013 PWG Content

Secure workspace in your company’s Vault – safely upload comments and documents to substantiate

the value

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© 2013 Preston Willis Group Partners 16

Our Free Consultation Offer

A one hour meeting to discuss your situation.

• Discuss the potential value of your business.

• Initial Assessment of 4 of 18 ‘Business Value Drivers’

• Identify areas that need to be addressed before you Buy, Sell, Build, Renovate, Reorganize, Merge or Look for an Investor.

• Discuss your engagement services options

Page 17: Breakfast Seminar   July 25 2013 PWG Content

2013.11.13-Bilytica -1 © 2013 Preston Willis Group Partners 17

Preston Willis Group (PWG)

Professional Management Company: we provide insight, expertise and operation know-how to enable our clients to a win, scale and achieve desired business outcomes.

Multi-location: Partners and Principals in San Francisco, Boston & Toronto.

Worldwide Network of Professionals: We maintain a network of contemporaries and business specialists around the globe.

Operational know-how and accountability: We don’t merely recommend winning moves, but put them into play to achieve results.

Page 18: Breakfast Seminar   July 25 2013 PWG Content

© 2013 Preston Willis Group Partners 18

Transitioning Your Business

Maximize Your Business Value

[email protected]@prestonwillis.com