What Is Business Value Maximization?

Business value maximization is a complex process of analysis, planning, and direct action with the goal of increasing a company’s long-term value, i.e. sales price. Oftentimes, the process is too overwhelming to take on by yourself. That’s why you need the help of an expert team that has the experience and wisdom to coach and guide you through each phase, from assessment through implementation to completion.

When working through the process of growing the intrinsic value of your business, there are specific factors that have the ability to generate significant growth. At Heritage Business Advisors, we focus on the eight key areas used by buyers and assessors as we guide you through your company’s unique value maximization plan.

1. Planning

Heritage Business Advisors begins the business value maximization process with basic business planning. We help you identify your optimal target market,  competition, and many other factors that help you and your team know where your business currently stands so you can build a plan that drives you to where you want or needs to be. 

2. Leadership Assessment & Consulting

When we do Leadership consulting as part of the business value maximization process, we employ a system of exploratory meetings and targeted conversations aimed at increasing the leadership potential within your organization. Our team of business coaches has years of experience identifying opportunities for your business to capitalize on. By identifying your business’ unique pain points, we can help you find the solutions that already exist within your company. 

3. Marketing Strategy

Heritage Business Advisors further maximizes your business’ value through professional marketing consultation and planning services. Using situation analysis and strategy development, we help find the approach that works best for your company. Not only do we help you choose the right marketing strategy, but HBA will also be there to assist in the implementation and to analyze the data afterward, ensuring that the campaign is as effective as possible.

4. Sales Processes and Systems Development

As part of the ongoing business value maximization process, Heritage Business Advisors examines every step of your sales processes, developing and implementing systems to maximize efficiency along the way. By combining your current sales systems with your marketing and growth initiatives, HBA can help you maximize your team’s sales results. Our insight can improve your client experience and save you money by eliminating inefficient practices.

5. Team Management

We believe that you must find and secure the top talent in your industry in order to become the best-in-class. As a result, we help you plan for the future of your business by making way for highly specialized employee talent before the position is needed. Additionally, Heritage Business Advisors helps maximize your business’s value through great employee retention strategies that make your business irresistible to your current employees and future prospects alike.

6. Operational Efficiency

Operational efficiency is vital to your company’s success and the team of professionals at HBA will assist you in developing that plan. Although difficult to write, a painstakingly detailed operations manual provides maximum value to so many levels of your business. From simplifying work processes for your staff, to actually growing the value of your business, operational efficiency planning is a necessity in every business. Heritage provides you with the guidance and direction to increase your operational efficiency and to implement a written operations manual.

7. Financial Assessments

Heritage Business Advisors includes your business’ financial operations as part of its value maximization service. The team of financial operations analysts at HBA knows that world very well and is suited to help you develop faster and more efficient financial operations processes. We work side-by-side with you to maximize your business’ value through more productive and efficient means of financial operation.

8. Legal & Risk Management

At Heritage Business Advisors, we take a holistic approach to planning our risk management strategies. We provide full risk analyses, not just of your business, but of your personal holdings as well. If you leave yourself open to risk, you can become a liability to your business. That’s why we examine everything from your personal investment portfolio to insurance coverages. Once we have given a full risk assessment, we pair our findings with personally tailored risk management strategies that work to maximize potential returns while mitigating the risks involved.

Learn how we use these tools in the process we use to grow your business’s value:
THE BUSINESS VALUE GROWTH & MAXIMIZATION PROCESS