Here’s the deal with the process of creating Transition-Readiness. Consistently, owners self-report that they have 75-95% of their wealth in the business. If your financial advisor told you to gamble the great majority of your money on the future of one stock, how would you respond?

The news gets worse. According to Pepperdine University, 80% of all private businesses that go to market to raise capital are immediately rejected because they aren’t transition-ready. Although the numbers can fluctuate over time, the most recent surveys suggest that only about 12% will succeed in winning the battle to harvest hard-won business wealth through a transfer to an internal or outside buyer. The statistics hold true for family businesses also – by the third generation, 12% survive. By the fourth, only 3%.

So where to begin? If you are ready to Pivot into action, the journey starts with DISCOVERY & ASSESSMENT. Let’s get a baseline on where your business value stands today, your company-specific risks and value drivers, your overall wealth position, and the gap between where you are and where you want to be in the future.

Discovery and Assessment includes:

Once completed, we will then have the right information to create a customized Transition-Readiness Roadmap for you and your business and build the multi-disciplinary team to help with implementation.

This is the big dog in the SVA toolbox. It’s the deepest and most effective program we have for total implementation of your Transition Readiness Roadmap. Our thought-leadership built on 100+ years of professional experience shines through. The fact is: no other advisory firm does Value Acceleration and Transition-Readiness in this way. It’s completely unique.

Our Be-in-the-Twelve Value Accelerator program is organized in eight 90-day sprints.

• Discover/Assessment
• Exceptional Performance
• Rapid Risk Reduction
• Company of the Future
• The War on Waste
• SVA Financial Acceleration
• SVA Sales and Marketing Acceleration
• Culture of Accountability: The Leader-Leader Model

If you want to be among the highest-performing owners who create and sustain the most valuable businesses in the country, the BEIT Value Accelerator is the way to go. 

If you feel you’re not ready for the full BEIT Value Accelerator, each of our 90-day Sprints is available as a stand-alone solution. Based on the results of Discovery and Assessment, we will help you customize a solution that targets specific operational and strategic opportunities.