The Value Builder’s Playbook™ follows a proven, four-phase process. You’ll know what to expect at every step — from the first conversation to the quarterly wins that compound your enterprise value.
2-3 Weeks
Three years of financial statements, your organizational chart, key operational metrics, and your growth story. We provide a simple checklist — most clients gather everything in a few days.
You’ll complete a structured questionnaire that evaluates the eight key drivers of enterprise value. It takes about 30 minutes and gives us the foundation for your diagnostic.
Your time commitment: 3-4 hours total. We do the heavy lifting.
1 Week
Your data is collected and run through our proprietary 120-factor assessment powered by the Capitaliz™ platform. We analyze every dimension of your business that drives enterprise value.
You receive an investment-banker-grade report with your current estimated value, potential value, and a detailed breakdown of what’s driving the gap between the two.
Each of the eight value drivers is scored and benchmarked. You’ll see exactly where you’re strong, where you’re exposed, and where the biggest opportunities live.
We build the report; you review the results.
1-2 Weeks
We walk through your Business Insights Report together in a 90-minute session. No jargon. No death-by-PowerPoint. Just a clear picture of where your value stands and why.
We identify the top projects — typically 3 to 5 per quarter — that will have the greatest impact on your enterprise value. These become your “Rocks™” in the quarterly execution rhythm.
Projects are sequenced across quarters so you’re never overwhelmed. Each quarter has clear objectives, owners, and measurable outcomes tied directly to value creation.
If your Business Insights Report doesn’t reveal at least 3 actionable insights you weren’t aware of, we refund the engagement in full. No fine print. No hoops.
Your time commitment: 2-3 hours for the review session and project alignment.
Ongoing
Every 90 days, we reassess progress on your value-building projects, celebrate wins, recalibrate priorities, and set the next quarter’s Rocks™.
We re-run the diagnostic periodically so you can see your value score climb. No guessing — real, measurable progress against your baseline.
Value building is a compounding game. Each quarter’s improvements build on the last. Our clients see 50-100% value increases within 24 months of sustained execution.
Your time commitment: 2-3 hours per quarter. The system does the rest.
Includes the full four-phase process: data gathering, the 120-factor diagnostic, your Business Insights Report, the findings review session, and your prioritized quarterly execution map.
Ongoing support billed separately.
The initial engagement takes 12-15 hours of your time spread over 4-6 weeks. That includes gathering documents (3-4 hours), completing the Value Builder questionnaire (30 minutes), and the findings review session (90 minutes). After that, ongoing quarterly reviews take 2-3 hours each.
Absolutely. Most of our clients aren’t planning an imminent exit. The playbook is about making your business more valuable, more profitable, and less dependent on you — whether you sell in 2 years or 20. A more valuable business is a better-run business. Period.
The Value Builder’s Playbook™ is designed for owner-operated businesses doing $1M-$50M in revenue. The diagnostic and value-building framework scales across that range, though the specific projects and priorities will look different for a $2M company versus a $30M company.
A traditional valuation tells you what your business is worth today. The Value Builder’s Playbook™ tells you what it’s worth, why it’s worth that amount, what it could be worth, and exactly how to close the gap. It’s a diagnostic plus a roadmap plus an execution system — not just a number on a page.
Then you don’t pay. Our promise is simple: if your Business Insights Report doesn’t reveal at least 3 actionable insights you weren’t aware of, we refund the engagement in full. In practice, this has never happened — the 120-factor diagnostic consistently surfaces blind spots that even seasoned operators miss.
Start with the free Value Gap Assessment. Ten minutes. No cost. See where you stand and what’s possible.