Seven Pillars of Value Maximization

More than 543,000 new businesses are founded every month in the United States, but an estimated 600,000 businesses close every year. As a business owner, you may have an idea about when you will transition out of company ownership, but if you had to exit the market tomorrow, would you be ready? Have you given thought to what will happen once you retire? 

Carleton McKenna and Co offers 7 Pillars to maximize your business valuation and to prepare you and your company for a smooth transition into the future.  Do you think you’re ready? Take the survey to find out what you can do to prepare.

  1. More Grow = More Dough Is your revenue engine systemized and proven?
  2. Systemize to Optimize Do you have a complete management team that is using a system like EOS®? Do you use it?
  3. Promote the Moat Do you have defined advantages enabling sustainable, higher margins? What makes you unique - define value to price appropriately?
  4. Reduce, Boost, Cash Cycle Do you use financial measurables to assess strategic investment and working capital investment returns?
  5. Broad In & Out Retains Clout Are you dependent on few employees, suppliers and customers?
  6. Repeat Base, End in 1st Place Can your customers buy from you repeatedly? Do they?
  7. Align the Design Do you have a strategic succession plan with an understanding of desired transaction type?

Each Pillar offers insights into creating a strong transition with a focus on security and longevity for your business. Business preparedness will vary across every industry.  Want to know if your company is ready for a smooth transition? Take our survey below to find out which Pillars are supporting your business. 

Carleton McKenna & Company is an independent investment banking firm providing M&A, Capital Raising, and Pre-Transition advisory services. Our experienced professionals are client-focused, entrepreneurial, and hands-on, which enables us to maximize outcomes

Ready to unlock success without selling equity?

Contact our experts to transform your business.