WEALTH ADVISORS
We Want to Be Your Value Acceleration Partner
As CEPA's we can quarterback the Business Track while you work on the Personal Track.
Value Acceleration Quarterbacks
As CEPAs, we speak the same language and know how to collaborate with you to accelerate business value for clients.
CEPA CERTIFIED GUIDES
All of our guides are Certified Exit Planning Advisors. While we focus exclusively on the value acceleration role you can be confident that we will be aligned in our goals and our methodology.
A PROVEN PROCESS
Our proven process can flex based on your client's timeline. We measure the value of the business. Then we co-develop a Value Creation Plan. Next we execute quarterly springs to maximize the valuation. Finally we help package the company to get it ready to bring to market.
A Comprehensive Solution for Value Acceleration
Most value acceleration partners only address one part of the business. We bring your clients a comprenhensive value creation model.
A COMPLETE MODEL
Most value acceleration partners bring one piece of the puzzle. The Value Creation Engines model addresses every aspect of value acceleration giving you one partner to ensure your clients maximize their company value.
A PARTNER NETWORK
As we engage teams of employees to reduce owner dependence there are times when external partners may be needed. We have a network of vetted partners that understand the Value Creation Engines framework.
We Get In the Weeds To Drive Execution and Results
Our guides roll up their sleeves to conduct workshops, 90-day sprints, and monthly check-ins allowing you to focus on wealth planning and management.
WORKSHOPS
Through a series of six in-depth workshops, we guide your client's team in developing an actionable Value Creation Plan tailored to their goals. These interactive sessions build the foundation for long-term value growth by aligning strategies with measurable outcomes.
OKRs and KPIs
All aspects of the Value Creation Plan are linked to OKRs (Objectives and Key Results) and backed with KPIs (Key Performance Indicators). This ensures the plan is actionable and measurable while driving accountability.
90-DAY SPRINTS
Each quarter we work with the client's Value Creation Team create a detailed action plan for the next quarter. Throughout the quarter we follow up to ensure execution and provide guidance.
Engaging Experiences For You and Your Clients
We recognize that this is your client. Our goal is to deliver the same level of professionalism you deliver in a way that enhances your relationship with the client.
QUARTERLY UPDATES
We schedule quarterly meetings with you to review progress and ensure the clients personal and business goals are aligned.
SHARED DASHBOARD
You get secure access to a dashboard with the client's Value Creation Plan along with OKR's and progress toward the objective.
ALIGNED PLAN DOCUMENTS
The client gets a Value Creation Plan that is fully aligned with their personal goals to address the Wealth Gap and Value Gap.
The Advisor Experience
Leverage our proven process to grow your client base as youhelp your business owner clients grow their value.
EXPLORE
We meet to discuss your CEPA strategy serving business owners as a core part of growing your firm.
EDUCATE
We collaborate to educate your business owner clients on topics related to exit strategy and growing business valuation.
ENGAGE
We meet quarterly to discuss the clients we are serving along with strategies to grow the firm.
10X VALUE CREATION GUARANTEE
When a client engages us for at least a year to grow your enterprise value and they don't grow value by at least 10X their investment we will make it right by continuing for free until they achieve value growth equal to at least 10X their investment.
See our statement of work for terms and conditions.
Educate Your Clients
We love to educate business owners.
FREE BOOKS
We are happy to provide complimentary copies of our book on Value Creation for you to share with your clients. These full-color guides provide an overview of the four engines of value creation, sparking conversation about the potential value of the business.
LUNCH AND LEARNS
Host Lunch and Learn events for business-owner clients. These sessions offer valuable insights on increasing business valuation through innovation and strategic growth. We provide actionable strategies to help clients maximize their company's potential, strengthening the advisor-client relationship in the process.
NEWSLETTER ARTICLES
Use our articles in their newsletters to provide valuable insights for business-owner clients. Our content focuses on strategies to help business owners grow their company’s value through innovation and strategic planning. By sharing these ideas, advisors can offer actionable advice that strengthens their client relationships and supports long-term success.
GET STARTED
Schedule a 45-Minute Advisor Overview
During our conversation we can discuss:
Your business goals
Ideas to attract more business-owner clients
The power of a comprehensive model rolled out by a partner than can quarterback business value acceleration
Frequently Asked Questions
How will you collaborate with me while managing the business track, and what does the communication process look like?
We prioritize open collaboration by maintaining regular communication with you through quarterly updates and progress reports, as well as secure dashboard access for real-time insights on the client’s Value Creation Plan. During the decide phase, each quarter we check in with the business owner to see if they want to keep growing or shift to selling. Additionally, we hold scheduled quarterly one-on-ones with you to discuss your clients' milestones, address any questions, and align our efforts, ensuring you’re informed and involved at every stage.
How do you ensure alignment between the personal and business goals for my clients?
We work closely with you to integrate personal wealth goals with the business’s value creation objectives, co-developing a Value Creation Plan that addresses both the Wealth Gap and Value Gap. Through ongoing coordination, we make sure that each step taken to grow the business also supports the client’s personal goals, ensuring seamless alignment between their enterprise and wealth plans.
How do the workshops, OKRs/KPIs, and 90-day sprints translate into measurable results for my clients?
The workshops provide a structured environment for developing a comprehensive Value Creation Plan, setting the foundation for targeted growth. Each component of the plan is linked to OKRs (Objectives and Key Results) and KPIs (Key Performance Indicators), which create clear, measurable goals that drive accountability and track progress. The 90-day sprints focus on executing specific actions, with quarterly reviews ensuring that these efforts yield tangible results, such as increased revenue, optimized processes, or enhanced employee engagement, all of which directly contribute to enterprise value growth.
What is the cost breakdown of each phase (Measure, Plan, Grow), and how is ROI typically demonstrated to clients?
The cost for the Measure phase is $2,500, providing a detailed valuation and analysis of the business's current and potential value. The Plan phase, priced at $12,500, involves collaborating with you and the client to create a tailored Value Creation Plan that aligns with their goals. The Grow phase, starting at $5,000 per month, includes executing quarterly sprints focused on key actions to maximize value and reduce risks. ROI is demonstrated through measurable gains in enterprise value, improved operational efficiency, increased employee engagement, and reduced risk factors, with most clients experiencing substantial value growth that far exceeds their initial investment over time.
Can the Value Creation Plan be adjusted as my client’s goals change or as they approach an exit?
Yes, the Value Creation Plan is designed to be flexible and can be adjusted as your client’s goals evolve or as they get closer to an exit. During the decide phase, each quarter we check in with the business owner to see if they want to keep growing or shift to selling. We regularly review the plan’s progress and can modify strategies, timelines, and objectives to align with any new priorities or market conditions, ensuring that the plan remains relevant and effective at every stage.
