Service 01 — Owner Value & Options Review
Sell, keep or transfer your business: compare your options.
Considering growth, a transfer or a sale? Start by defining what you want from the business and which decisions you need to make.
Owner Value & Options Review examines your objectives, the factors that support or constrain value and the risks to consider. You leave with compared options, open questions and agreed next steps. A sale is neither a condition nor a presumed conclusion.
Owner Value & Options Review
How it helps
Compare your options: keep, grow, transfer or sell the business.
- 01The consequences of each option explained
- 02Missing information identified
- 03The next decisions to prepare
Engagement
Possible work
- 01Owner objectives and business value factors
- 02Comparison of available options
- 03Recommended next actions
Professional deliverables
We agree with you on the work and documents to produce before starting. The service name does not automatically mean a particular type of professional report. No price or outcome is guaranteed on this page.
Scope and professional deliverables are agreed for each engagement. No price or outcome is guaranteed here.
Questions to ask yourself
Your situation
I don’t yet know what I want
You are deciding whether to grow, keep, transfer or sell the business. Start by comparing the consequences of each choice.
- 01What income, working hours and role do you want in five years?
- 02Which options are possible given the business’s current situation?
- 03What information do you still need to make a decision?
These questions help you prepare for a discussion. They are not personalized advice or an automated recommendation for an engagement.
Other services
Several services may be useful depending on your needs. Only the specialists required take part.
- 02Value BaselineEstablish a value reference and explain its assumptions and limits.
- 03Value Creation PlanChoose improvements, assign responsibility and define progress measures.
- 04Exit Readiness 36Identify obstacles to a possible sale and organize the preparation work.
- 05Latitude 3 AcquireExamine the target business, purchase risks and integration work.
- 06Capital OptionsCompare options to fund growth, prepare succession or release capital.
- 07Value OfficeReview priorities, track actions and coordinate advisers.
Prepare an inquiry for this service
Describe your situation, objectives and questions to examine. The form prepares a draft you can copy; it does not send it.
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