X
Value Illumination
Event
Valuation
Three Pillar Assessments
Personal
  • Next Chapter Assessment
Financial
  • Financial Confidence Assessment
Business
  • Inside Out Assessment
  • Stained Glass Assessment
90-Day Prioritized Action Plan
Illuminating Value Organizer
X
Value Optimization
Pursuits
90-Day Pursuits
Personal & Financial
Business
  • Protect Value
  • Grow Value
X
Next Step Value
Pulse
Track Progress
Keep or Exit Test
Keep
Develop Next 90-Day Prioritized Action Plan
  • Personal & Financial
  • Business
Harvest Value
  • Close Wealth Gap
  • Business Growth Investments
  • Fund Current Personal Goals
Exit
Activate Exit Planning Team
Implement Ideal Exit Strategy

Do You Ever Wonder…?

If what you believe your business is worth aligns with what a buyer would think it’s worth?

If the direction your business is heading is in line with the end you had in mind when you started?

If you have a personal wealth gap and if your business is worth enough after taxes to cover that wealth gap?

If the business decisions you’re making today are optimal for maximizing the value of your business for the future?

If you’re fulfilling your life’s purpose with how you are spending your time each day?

If you answered “Yes” to any of these questions,

Then you’re not alone. At Value Impact Consulting, our mission is to bring clarity and insight to each of these questions and many more through applying our Value Impact Approach to you and your business. In applying our approach, we will partner together to positively impact the value of your business as well as your life.

Our Approach

Just as you have committed to your craft, so have we. Our consultants are Certified Exit Planning Advisors (CEPAs) that follow an established process developed from the principles of the Exit Planning Institute’s Value Acceleration Methodology. We call our version of this process the Value Impact Approach:

Value Illumination
Event
Learn More
Value Optimization
Pursuits
Learn More
Next Step
Value Pulse
Learn More

SUCCESSion Starts Now

  • Historical transition success rates are in the range of only 20-30% nationally
  • 75% of business owners profoundly regretted selling their company just one year after selling it
  • It is estimated that 50% of the exits in the US today are due to unplanned events, such as divorce, death, disability, distress, and disagreement (the “5Ds”)
  • 75% of business owners would like to exit their business within the next 10 years

So how do you have a successful transition that you won’t regret when the private capital marketplace is heavily shifting toward a Buyer’s Market?

Let’s Connect

That's why we exist. Fill out the form below to schedule an introductory call with one of our consultants so we can begin answering that question with your through our Value Impact Approach


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Founder’s Story

I began this consulting practice with you in mind. I've spent over 10 years with a Fortune 300 company offering financial advice to small business owners around cash flow management, value harvesting strategies, protecting their businesses from the 5Ds, and structuring ideal exit strategies that help them close their wealth gap to ultimately set them up for success in the next chapter of their lives.

In addition, I've served my colleagues in the capacity of training and developing others in the areas of marketing strategy, client relationship progression, and business planning execution amongst other core business strategies.

Development of our human capital didn't end there as I've served as a people leader tasked with the ongoing personal and leadership development of others seeking to grow in their own leadership at the firm. These roles in people leadership have led to leading and collaborating on many firm-level initiatives and priorities at a firm strategy level.

While the business strategy component of my work history has fueled the fire that already existed within me, the fire wouldn't have even existed had it not been for the rich history of business owners that date back generations before me in my ancestry. The impact we make at Value Impact Consulting for our clients solves something that many generations of my family and frankly many business owners today continue to struggle with…harvesting the wealth that was built in the businesses they poured their life’s blood, sweat, and equity into. Let me paint the picture just with the generations of entrepreneurs I know of in my own family:

  • Paternal great-grandfather: Owned multiple sawmills
  • Maternal great-grandmother: Purchased a hotel upon becoming widowed
  • Maternal grandfather: Owned a printing press
  • Maternal grandparents: Started a Texas BBQ restaurant
  • Paternal grandfather: Owned an auto mechanic shop
  • Paternal grandmother: Owned a grocery story and ice house
  • Paternal grandfather: Owned a well drilling business
  • Father: Owns an oil and gas logistics/transportation brokerage company

Outside of the business my father still owns and operates, none of the other businesses exist anymore. Not only do they not exist but the value of those businesses never lived on past the lifestyles who enjoyed the fruits of their labors in the moment of owning and operating each of them. With Value Impact Consulting I hope to change that trajectory for the future generations of not only my family, but yours as well. Come join me on this legacy-building journey!