“Generating shareholder value and wealth within your business.”

The equity held by business owners often represents their family’s single largest concentration of wealth.  The health and growth of this wealth must be protected if business owners and investors are to realize the full value of the risks they have taken and the time they have given to their company over the years.

It is never too soon to start thinking about the value of your business, how to maximize your family’s wealth, how to grow your personal income, and how to ensure your company survives and thrives in the years and generations to come.

First, you must identify and understand the factors that increase and decrease the value of your business. Then, you must empower your leaders, people, and systems to give you control of these factors, so you can make the necessary adjustments as your business, markets and goals change over time.

As a member of your team, we will show you how to engage your current accounting and finance advisors to conduct a comprehensive Value Profile of your business. Then, we will show you how to take control of the value factors (positive and negative) that are most impacted by your products and services, branding, marketing, sales and customer success teams, including but not limited to your:

Product-service strategy

  • Ideal markets and customers
  • High value regions/territories
  • Pricing and margin generation

Brand strategy and differentiation

  • Ideal buyers and buying cycles
  • Buyer awareness and interest
  • Value proposition (ESP)

Marketing strategy and activation

  • Digital/traditional marcom
  • Buyer desire and action
  • Lead quality and conversion

Sales strategy and execution

  • New customer acquisition
  • Buying centers / entry points
  • Size and speed of conversion

Customer success strategy

  • Delivery and distribution
  • Expansion and retention
  • Lifetime customer value

Looking for a place to start?

Try our complimentary self-assessment:


Business leaders: take 25 minutes to assess the positive and negative value factors within your company.  Then map your path to more sustainable sales growth, profitability, and shareholder value. Then map your path to more sustainable sales growth, profitability, and shareholder value.

Often in business, the questions that are hardest to answer are the most important to ask.  By determining your Market Leader Index™ you will be taking a valuable step toward understanding the general readiness of your company to achieve greater sales, profitability and shareholder value.


Are you ready to accelerate your organization’s growth?