Three figures
One
What the business is worth today.
- Yearly sales
- Today’s
- Share of each sale you keep
- Today’s
Two
What it’s worth at the size you’re aiming for.
- Yearly sales
- Your target
- Share of each sale you keep
- Today’s
Three
At that size, keeping more profit from each dollar.
- Yearly sales
- Your target
- Share of each sale you keep
- Higher
The gap between the last two is what more profit on each dollar is worth. That’s the part I work on.
A rough guide, not a formal valuation.
A business is usually valued at its yearly profit times a multiple: what a buyer pays for each dollar of yearly profit, usually a few times over. That’s why the gap matters. Every extra dollar of profit a year adds a few dollars to what the business is worth. Multiples vary by business, so check yours with your broker or accountant. Along with the three figures, you get the savings I find and what each one is worth.
What moves the multiple.
The three figures use a multiple, and that multiple isn't fixed. Buyers pay more for a business that runs without the owner in every decision, doesn't lean on one key person or a handful of customers, and has numbers everyone can see. The Viewpoint answers show where yours sits, and what lifting it could add.
Two weeks, start to finish.
You and each of your managers fill in the Viewpoint, a 20-question survey.
It takes about ten minutes. Everyone does it on their own, without comparing notes first. Where you see the same business differently is usually where time and money can come back. The Viewpoint is the first step.
The answers come to me and nobody else.
I put everyone’s answers together and never say who said what. With a small team, I don’t show individual answers at all.
You give me your figures.
I go through them and check the survey answers against what the figures show.
I come back with what I found.
First, where you and your managers see the business the same way and where you see it differently. Then the three figures, and a dollar figure on each gain I've found.
$2,500 + GST
Two weeks. If your broker sent you here, this is the place to start.
Going after the gap.
That's what the Shift is for: a 90-day project where I build the change worth the most and prove what it added. Your team uses it for thirty days, then it's handed over, and I rerun the three figures so you can see the difference.
Give me a ring.
There's nothing to fill in first. Email or ring, whatever's easiest. If I can help, I'll tell you straight. If I can't, I'll usually know who can.