Service 07 — Value Office
Value Office: track actions and coordinate advisers.
Results, risks and your objectives can change. Follow-up reviews the actions underway and the decisions to make.
Value Office organizes follow-up on a shared action plan. One contact coordinates discussions with the specialists needed. You agree on meeting frequency and work: reviewing results, financing, a value review or preparation for an acquisition, transfer or sale.
Value Office
How it helps
Review priorities, track actions and coordinate advisers.
- 01One contact to organize follow-up
- 02Upcoming actions and decisions recorded together
- 03Priorities updated based on results
Engagement
Possible work
- 01Follow-up lead
- 02Coordination of the specialists needed
- 03Shared action plan
- 04Agreed meeting frequency
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.
- 01Owner Value & Options ReviewCompare your options: keep, grow, transfer or sell the business.
- 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.
Explore the questions behind this decision
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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