Course Description

Synopsis:

In this module, you will learn about what truly drives the value of a business and how to make it attractive to future buyers or successors. Many SME owners assume their business is worth what they need for retirement, but valuation is determined by the market and by specific factors that buyers look for. Drawing from the Exit Planning Institute’s 4 Capitals Framework, this session will help you see businesses through a buyer’s lens and understand what makes them valuable — or vulnerable.

At the heart of building a transferable, attractive business are the 3Vs:

Valuation – understanding how businesses are priced and what influences multiples
Value Drivers – strengthening areas like recurring revenue, customer diversification, growth potential, and reducing owner dependence
Vision – aligning personal, financial, and business goals to achieve a successful exit

This session will also introduce a practical self-assessment to help pinpoint “weak links” and focus on the right areas. Whether you're a business owner preparing for succession or a professional supporting clients in their transition journey, this module offers actionable insights to grow business value and secure stronger exit outcomes.

Intended For: