Strategic planning and value generation

The company’s vision and mission are defined to orient the entire organization toward the same objective.

Subsequently, work is done with The Value Builder Assessment, an interactive tool that provides a complete and objective analysis of the business through the perspective of a potential investor.

The business’s scalability is sought, identifying the products and services with the greatest growth potential.

This step provides a roadmap of opportunities that allow the company to expand while minimizing the company’s dependence on the owner or the management team.

his module compares customer satisfaction with that of successful and fast-growing companies globally and within the same sector.

A survey based on the industry’s best practice is applied: the Net Promoter Score (NPS) methodology. This tool uses validated questions for its predictive capacity on a company’s growth rate and allows for the identification of improvement opportunities in customer relationships.

The proportion of products and services is reviewed to maximize growth potential.

The Growth Potential Exercise allows for the identification of lines with high profitability and low investment risk, generating a roadmap for the sustainable development of the portfolio.

This module focuses on increasing both the number and the quality of recurring revenue.

It uses the Automatic Customer Builder tool, which identifies annual revenue opportunities within the business.

Recurring revenue increases the value of the business, stabilizes demand, and improves both cash flow and profitability.

The company’s market positioning is analyzed using the Positioning Planner tool, which helps identify its differentiating qualities and attributes.

This exercise helps define the market message that offers the greatest differentiation from competitors and is most meaningful to customers.

This module focuses on minimizing the organization’s dependence on its founder or key leadership team.

Critical activities are identified, delegation plans are established, and the necessary training, tools, and systems are defined to ensure the company operates independently and sustainably.

The results of the employee satisfaction survey are also reviewed to strengthen operational autonomy.

The focus is on reducing the business’s dependence on specific customers, suppliers, or employees, creating an action plan that mitigates risks and increases the company’s value.

Customer satisfaction continues to be evaluated, comparing results with leading and fast-growing companies.

This update makes it possible to monitor performance over time and maintain continuous tracking of progress.

The tenth module focuses on optimizing operational cash flow.

Using the Cash Finder tool, concrete actions are identified to improve liquidity and increase the company’s overall value.

A list of potential buyers for the business is developed.

Whether you plan to sell your business in the short or long term, identifying natural buyers allows you to build long-term strategic relationships, strengthen market positioning, and enhance negotiating power for a future sale.

Finally, the Envelope Test helps articulate the leaders’ business and personal goals.

This exercise helps define future objectives and plan key decisions related to the business and life goals.