In the world of exit planning, clarity around the role of the value adviser is essential. While you’ll hear terms like “coach” or “consultant” tossed around, a true value adviser is someone who helps business owners grow, optimize, and prepare their business for a successful, transferable exit — while optimizing current business conditions for growth now.
It’s important to distinguish value advisers from business brokers or M&A specialists, who may use similar titles but serve different functions. The focus here is on those who drive sustainable business growth and create real, transferable value.
A thriving exit planning process depends on seamless collaboration between the value adviser and the financial adviser. The financial adviser is the architect of the owner’s present and post-exit financial security, while the value adviser is the engineer, optimizing the business to maximize value at the point of transition while growing profit and revenue now.
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