Most business owners don’t know the true value of their company—until it’s too late. This brochure from Harvest Value Advisors explains why a comprehensive business assessment is the critical first step toward a successful exit. Learn how we uncover hidden risks, identify growth opportunities, and create a clear roadmap to build a business that’s valuable, sellable, and ready for transition.
Created by Exit Planning Institute, the Business Planning Pyramid provides a powerful visual framework for building integrated business plans that drive value. This infographic breaks down the five essential planning layers—from Marketing to Finance & Legal—and shows how aligning functional areas supports long-term enterprise growth. A must-have resource for any business owner or advisor focused on value acceleration and strategic exit planning.
Exiting a business successfully takes more than good timing—it takes strategy. This brochure from Harvest Value Advisors outlines the five essential phases of exit planning, based on the proven Value Acceleration Methodology by the Exit Planning Institute. Learn how to move from uncertainty to clarity with a structured, step-by-step roadmap that helps you build value, reduce risk, and exit on your terms.
This infographic from the Exit Planning Institute breaks down the three essential financial gaps business owners need to measure and manage: Profit Gap, Value Gap, and Wealth Gap. Each reveals what you’re leaving on the table—whether it's in daily operations, overall business value, or long-term personal wealth. Understanding these numbers is the first step toward building a more profitable business and achieving a successful, goal-aligned exit.
This infographic highlights the five most common and disruptive events that can derail a business: Death, Disability, Divorce, Disagreement, and Distress. Known as the “5 D’s,” these real-world risks can impact your ownership, leadership, and legacy—often without warning. Learn how proactive planning can protect your business, your family, and your future. A must-read for any business owner serious about continuity and long-term value.
This infographic explores the four core intangible assets that drive transferable business value: Human Capital, Customer Capital, Structural Capital, and Social Capital. These often-overlooked elements—your people, systems, culture, and client relationships—can significantly impact what your business is worth. Use this guide to assess your strengths, uncover gaps, and build a company that thrives beyond the owner.
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