GREATER PHILADELPHIA

Curated CEO
Peer Group

Building Transferable Business Value

For Greater Philadelphia Founders, Owners, Presidents and CEOs
of privately owned companies who understand the power play
of increasing business value instead of chasing vanity revenue

Build a Business That Puts
You in the Driver’s Seat

You’ve invested years, perhaps decades, building your business.

But is it as valuable as you think? Have you maximized its value potential? Are you certain? HOW do you do it? What do PE, M&A & VC firms know that you don’t?

The real question is whether that value is transferable, protected and able to put you in the driver’s seat — giving you strategic flexibility and control over future options.

Are you in the driver’s seat? Take the Gap Assessment

A high-revenue or even profitable company is not automatically attractive to the right buyer or even valuable. It’s not automatically prepared for succession. It’s not automatically able to run without the owner at the center of decisions, relationships and momentum.

Intentionally implementing a value-building process helps you build a business that gives you options:

to scale
to step back or
to exit on YOUR terms

This work needs to begin before you want or need an exit plan (life throws curveballs 50% of the time). In many companies 3–5 years of disciplined value building are needed to create the foundation required to maximize value potential.

As Chris Snider writes in Walking to Destiny:

“Exit planning is good business strategy.”

Description

This is a private, curated and professionally facilitated CEO cohort focused on building transferable business value and preparing you, your company and your family for future options.

It is not a generic CEO peer group.

It is not a one-size-fits all “sell your business” program.

It is not a networking group.

It is a working cohort for CEOs who want to strengthen their business, reduce risk, increase owner freedom and build a company that is more valuable, attractive & transferable.

MONTHLY, FACILITATED DISCUSSION

What We’ll
Work On

Each monthly meeting will include a facilitated CEO discussion and a brief perspective from guest professionals in relevant value-building disciplines.

The cohort will focus on opportunities that most directly affect transferable enterprise value and owner readiness. We’ll get into ALL of it - - strategic, tactical & emotional (yep, we’re goin’ there, too) including but certainly not limited to:

Take the Gap Assessment
Intentionally building your life beyond your business
Reducing Owner dependence
Strengthening areas of your business to unlock 80% of its value: Structural, Customer, Human & Social Capital
Identifying, protecting, building, harvesting and managing business and personal value (The 5 Stages of Value Maturity)
Building a strategy for continued growth despite PE, M&A and VC activity in your industry
Creating/increasing recurring revenue
Business expenses vs value-building investments
Bolstering business, financial and Owner readiness
Aligning your legacy with best buyer fit
THE OUTCOME

“A Company of Significance”

The goal is not simply to prepare for an exit.

The goal is to build a Company of Significance — one that is valuable, transferable, attractive and ready at all times while the owner’s business, financial and personal goals are simultaneously aligned.

NEXT STEP

Participation is selective
and alignment based.

Your next step is to schedule a confidential information call to learn more and jointly determine whether to proceed to the selection process.