YOUR ACTION CHECKLIST

Leading The Pack…

Let’s Get You To The Next Level

Now is a great time to capture your built up business value.

What does your result mean?...

Your focus is on external opportunities and you are have a high degree of flexibility from the daily business operations.

You look at how the business has performed on a regular basis.

Your employees are genuinely trying to make things better but to their standards, not yours. This can be inefficient at times.

You have a cash flow forecast and understand the consequences of decisions you make and can measure the outcomes against your expectations.

You have a target market you want to appeal to and you can outline your points of difference or strategic niche.

You're doing well but you do not feel very defensible in the market and might be looking to differentiate and find new oceans to play in.

You're able to take an annual vacation without the business falling over, BUT is it at a point where you can 100% step away from the business or sell it with many immediate hungry buyers?

Are you ready to up-level to a new phase in your business?

Business Position Map showing focus vs flexibility with three squares labeled 'Chasing the Pack,' 'In the Pack,' and 'Leading the Pack.'

Your Specific Action Checklist

  1. Have a professional independent business prepare a robust company valuation. Is that value enough to retire on?

  2. Stop investing in long term projects 

  3. Be active in succession planning to validate to a potential owner that the business does function without a vendor working in the business 

  4. Make sure all machinery and other equipment is well maintained. 

  5. Give your premises a thorough clean and fix any maintenance issues 

  6. Address any staffing problems 

  7. Lock key suppliers and customers into contracts 

  8. Sort out looming problems, eg paperwork for a compliance change 

  9. Get up to date with health and safety standards and other obligations you have as owner or employer 

  10. Resolve any legal disputes 

  11. Protect your intellectual property 

  12. Own all assets on the balance sheet 

  13. Prepare an information memorandum with details about your business — this will outline what buyers need to know to make their decision. It should be big on facts and show how they could grow the business.

Next Step: Claim your Exclusive Offer

Now that you are armed with the results.

I’m opening up my calendar for a private coaching call where we can unpack your specific situation for free. Valued at $300 an hour.

On the call we will:

  • Review your specific business position map and desired outcome

  • Understand your business, background and pain points.

  • Conduct an Asset Audit

  • Pinpoint the 1-2 actions you can take immediately to gain an immediate return on your time.