Make a Change a Positive Experience™

Value & Growth Consulting

Facts and Figures

PRIVATELY HELD COMPANIES

Roughly six million operating companies are privately held in the United States, representing approximately $30 trillion in sales.

Baby BOOMERS

According to US census data, baby boomers aged 54–72 own 63 percent of the privately held companies in the United States.

INVEVITABLE TRANSITION

All boomers will reach “retirement age” within 12 years. That represents nearly four million baby-boomer owned businesses poised to transition.

WEALTH TRANSFER AND LEGACY

Unlocking wealth is of paramount importance given that most owners have 80–90 percent of their financial wealth locked in their businesses.

Plan for Sucess

The ability of owners to monetize the wealth locked in their business at some point will have a significant impact on their financial security and lifestyle once he or she exits the business. The significance of the business asset transition is of great importance beyond the owners and their family. Failure to provide for the continuity of the business affects not only owners’ personal wealth and that of their family but also the future of all other stakeholders who depend on the businesses’ successful transition.

What happens if the business does not successfully transition?

The alternative is that the business shuts down. People lose their jobs. Families suffer. Communities suffer. Previous surveys conducted by the Exit Planning Institute, the Alliance of Mergers and Acquisitions Advisors, Business Broker Press, and the Family Firm Institute have determined that historical transition success rates are in the range of only 20–30 percent nationally. V&R has the models, experience and strategy that business owners can deploy when they decide a successful business transition is in their future.

Exit Planning

Exit planning is a dynamic and longitudinal process

Percentage of Owners

BASED ON EXIT PLANNING INSTITUTE SURVEY

40%
HAVE NO PLANS IN PLACE TO COVER ILLNESS, DEATH, OR FORCED EXIT
67%
ARE NOT FAMILIAR WITH ALL EXIT OPTIONS
80%
HAVE NO FORMAL TRANSITION TEAM OR TRANSITION PLAN

Bespoke Value & Growth Consulting Services

Our team will assess your company across the entire enterprise, rate strengths and weaknesses, provide a baseline estimate of current business value, and present a detailed roadmap of recommended initiatives to maximize future value. We then implement selected initiatives side by side with your leadership team. This process is designed to systematically identify, prioritize, and address company specific risks that are depressing value and obstructing long term sustainable growth. We collaborate with leadership to effectively and efficiently roadmap value improvement initiatives, improving sustainable growth capability and transaction outcomes.

This is Why Value Growth Matters

U.S. lower-middle market companies will try to exit by 2030
250,000
50,000 will be deemed “market ready”
50,000
30,000 will actually sell
30,000
16,000 will sell with concessions
16,000
Only 14,000 will sell at desired value
14,000
THIS IS WHY VALUE GROWTH CONSULTING MATTERS

Value Growth Consulting Benefits

The Value Growth Consulting Process provides business owners with education regarding current and potential business value, the impact of qualitative improvements on value, contemporary M&A transaction processes and market dynamics. V&R provides a disciplined, methodical, consistent, and prioritized approach to increasing the value and sustainability of your business.

STRONGER VALUE PROPOSITION
INCREASED OWNER INDEPENDENCE
HIGHER TRANSACTION CLOSE RATE
HIGHER TRANSACTION MULTIPLE
REDUCED OR ELIMINATED VALUE GAPS

Client Testimonial: MedSource Services

“I can say with confidence that working with V&R improved my firm's market value and my staff's job satisfaction. My family and I appreciate how Vlasic & Roth LLC's process has given me back my work-life balance.”

“We engaged the V&R Value Growth and Technology Infrastructure Teams to review our operation with the goal of improved efficiency and scaling up our business. Their team invested countless hours getting to know our firm, our staff, and our clients. Their analysis uncovered opportunities for improvements in vendor agreements, internal technology reliability, sales strategy, and delivery of client services. Over the last year, V&R has delivered value well in excess of their cost, impacting and improving our entire value chain from marketing and business development through client services and account retention. Unlike traditional consultants, their work clearly focuses on training-up and empowering our highly-valued internal staff. After a year of working with Jeff and Mike's firm, our team is using a completely updated technology platform integrated with the latest mobile technologies, launched a refreshed online presence including internally-produced webinar capabilities, and has measurably improved our image in the marketplace. Our clients are extremely satisfied with the results we've generated since engaging V&R. I would recommend their services to anyone, and welcome prospective V&R clients to contact me with questions.”

- Clarence Dixon, Esq. President, MedSource Services MedSourceMI.com

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