Is This Right For You?

This program is for Indiana business owners who:

  • Want to know what their business is really worth to a buyer, a family member or a key employee, and how to grow that
  • Want a business that runs well without them in every decision
  • Care about protecting what they’ve built: the company, its people and its place in the community
  • Are thinking about the future, whether that’s two years away or ten

You don’t need a plan, a buyer or a timeline. Many owners simply want to know where they stand and what would make their business stronger.

Where: Available to business owners in these Indiana counties:
Adams, Bartholomew, Benton, Blackford, Boone, Brown, Carroll, Cass, Clay, Clinton, Crawford, Daviess, Dearborn, Decatur, DeKalb, Dubois, Fayette, Floyd, Fountain, Franklin, Fulton, Gibson, Grant, Greene, Hancock, Harrison, Henry, Howard, Huntington, Jackson, Jasper, Jay, Jefferson, Jennings, Knox, Kosciusko, LaGrange, LaPorte, Lawrence, Marshall, Martin, Miami, Montgomery, Morgan, Newton, Noble, Ohio, Orange, Owen, Parke, Perry, Pike, Posey, Pulaski, Putnam, Randolph, Ripley, Rush, Scott, Shelby, Spencer, Starke, Steuben, Sullivan, Switzerland, Tipton, Union, Vermillion, Wabash, Warren, Warrick, Washington, Wayne, Wells, White, Whitley

How It Works

Three to four months, about an hour a week of your time, and every meeting can be virtual.

  1. Plan your next steps. Your options side by side and a written roadmap you control.
  2. Start with your goals. What matters to you, your timeline and what success looks like.
  3. See your business through a buyer’s eyes. Your finances, operations and team, and what adds value or holds it back.
  4. Strengthen what matters. Take one key job off your plate and get your records in order.

What You Get

  • A clear assessment of your business’s strengths and its value gaps
  • The factors that drive value for your business, and the ones quietly costing you
  • Less dependence on you: a key job moved to your team with a tested process
  • Records organized and ready for any buyer, lender or adviser
  • Your future options side by side: growing, family, employees or an outside buyer
  • A prioritized roadmap, and introductions to trusted advisers when you want them

Your Business Stays Yours

  • Signed NDA. Every team member signs one to protect you and your business.
  • Your information stays private. Nothing is shared publicly without your express permission, and your files stay in your own folders.
  • No sensitive records. We never ask for tax returns, payroll or bank records.
  • You make every decision. We never set a price or contact a buyer on your behalf.

What We Ask of You

  • Join scheduled meetings, about an hour a week
  • Share the information needed to give you useful answers
  • Be candid about your goals and concerns
  • Review our findings and tell us what we got wrong