Enterprise Value Planning
A practical plan to increase the value of your business by making it more predictable, less dependent on you and easier for someone else to own one day.
Talk About Business ValueWhat's IncludedWhat's included in enterprise value planning
Value goals
Clarifying what you want the business to look like, and when, so the plan has a target.
Value driver priorities
Building on a value driver analysis to choose the improvements with the biggest likely effect.
Owner dependence plan
Steps to move sales, key relationships and decisions off your plate over time.
Predictable lead flow
Owned marketing systems, like SEO, a strong website and email, so growth doesn't rely on referrals alone.
Systems and documentation
A plan for documenting core processes so the business runs consistently.
Quarterly milestones
Clear projects, owners and check-ins so the plan actually moves.
How we approach value planning
Value is built over years
The improvements that matter most to buyers, like a strong team and steady revenue, take time. Starting early gives you more options.
Make it better to own today
A more valuable business is usually also easier and more profitable to run. You benefit whether or not you ever sell.
Stay in our lane
We focus on growth, operations and marketing. Valuation, tax, legal and investment decisions stay with your professional advisors.
We work alongside your advisors
We work alongside your attorney, CPA and financial advisor. We don't give legal, tax or investment advice, and nothing here replaces a formal valuation.
When value planning helps most
If any of these sound familiar, this is a good place to start.
- You'd like to sell or step back someday, but not yet
- The business still depends heavily on you
- Revenue swings from month to month
- Growth relies on referrals you can't control
- You want a plan instead of a someday
How it works
What you walk away with
A plan with owners, milestones and a reason behind every project.
- Clear value goals and a timeline
- A prioritized list of value-building projects
- Quarterly milestones and check-in rhythm
- Notes on which questions belong with your CPA, attorney or financial advisor
Want a business that's worth more, whether or not you ever sell?
Start the ConversationEnterprise Value Planning: common questions
What is enterprise value?
In simple terms, it's what the whole business would be worth to a buyer. A formal number should come from a qualified appraiser or your CPA. We focus on improving the factors behind that number.
Do I need to be planning to sell?
No. Many of the same improvements, such as steady revenue, a capable team and less owner dependence, make the business better to own today.
How long does value planning take?
The initial plan can come together over a few conversations. The work itself usually runs over several years, with progress reviewed each quarter.
Do you work with my CPA and attorney?
Yes. We work alongside your attorney, CPA and financial advisor, and we don't give legal, tax or investment advice.
Where does marketing fit in?
Owned, predictable lead flow is one of the value drivers we can help with directly, through SEO, your website, Google Ads and email.
Services that work well together
Value Driver Analysis
Value driver analysis for business owners: find what makes your company more valuable to a buyer, what holds it back, and what to improve first.
Learn more →Strategic Growth Roadmap
A strategic growth roadmap for small business owners: clear priorities, quarterly milestones and a marketing plan that ties every project to your goals.
Learn more →Growth Opportunity Assessment
A growth opportunity assessment for business owners: find the most practical ways to grow, from new services and markets to better marketing.
Learn more →Business Value
Understand and strengthen what drives the value of your business.
Business Value overview →Take Your Business To The Next Level
Ready to talk about Enterprise Value Planning?
Tell us about your business and what you want it to become. We'll talk through a practical plan to build its value.
Talk About Business ValueA Dallas-Fort Worth agency founded in 2016 and led by James Annon.
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