Investment Grade Advisory

10/22/2021

Continuing with our theme this week of the importance of a strong team, Jobvite shares about the benefits of proactive talent acquisition: https://www.jobvite.com/blog/recruiting-process/what-is-the-difference-between-recruitment-and-talent-acquisition/

Jobvite illustrates the crucial difference between recruitment and talent acquisition, enabling organizations to hire smarter, faster. Learn how with Jobvite!

10/20/2021

A team of high performing employees is pivotal to an Investment Grade company. Getting the right individuals in the right seats leads to increased employee satisfaction, productivity, and innovation. Read more here: http://investmentgradeadvisory.com/2021/10/a-great-company-and-great-life-begins-with-the-right-team/

Recruiting, training and retaining the right talent takes focus and intentionality, but it will cost meaningfully if you don’t make it a key discipline.

10/07/2021

Entrepreneur Media provides an insightful point of view into the question we've discussed this week: what's more important: strategy or ex*****on?

*****on

If you had to choose, would you say a sound business strategy is better than a successful ex*****on -- or vice versa?

10/06/2021

President and COO of Founders Advisors, Wesley Legg, shares insights into how to navigate the question of "On which area should a company focus: strategy or ex*****on?"

*****on

"Weak leadership will destroy the finest strategy - while forceful ex*****on of even a poor strategy can often bring victory." - Sun Tzu, The Art of War

10/05/2021

LITE Assessment Tip of the Week: Create a documented sales process (including a defined funnel and pipeline terms and definitions). This provides revenue forward visibility giving you time to adjust operations before revenues decline. Tracking KPIs and maintaining a clear sales funnel is key to growing an Investment Grade business.

09/30/2021

Hear Zane Tarence explain what the IGA LITE Assessment is and how it can give business owners confidence that they have built an enduring company. For companies that are not well prepared, it can provide valuable insights by revealing key areas for growth.

09/30/2021

Unlike listed public companies, private businesses don’t get a daily ticker tape telling them what they're worth. But imagine you did. While we know public company CEO’s don’t always agree with the market’s perception, the good ones are focused on increasing value for their shareholders and know ultimately the ticker tape is the scorecard.

Private company owners regularly ask us, "What is my company worth?" Perhaps there is a better question: am I enhancing or hindering the value of my business?

Read president of Founders Advisors, Wesley Legg's article sharing keys to enhancing the value of your company:

Unlike listed public companies, private businesses don’t get a daily ticker tape telling them what they're worth. But imagine if you did...

09/22/2021

Finding the right buyer or investor will help you obtain premium valuation. However, that company could be a competitor introducing unique risks. Managing Director Zane Tarence provides practical steps to mitigate risks while navigating a sale to a competitor:

For many owners, deciding to sell their business is one of the biggest decisions they’ll make in their lifetime, and the value represents their life’s work.

09/13/2021

Most owners focus on internal factors when determining when to sell their company: owner energy, business performance, business lifecycle, retirement, personal needs of the shareholder, etc. However, external factors can meaningfully impact valuations and the ability to sell a company.

What is the most important external factor to consider when selling a business?

09/01/2021

J. Wesley Legg, President of Founders Advisors, explains addbacks and their impact on a company's valuation.

Often owners run personal/non-company related revenue or expenses through the business or to expense certain items that would normally be capitalized.

08/31/2021

LITE Assessment Question of the Week: Is the Company is a lifestyle business for its owner(s)?

When operating a business as a lifestyle company, it is common to run personal expenses through the company to minimize taxes. Though these expenses can be added back later, they muddy the company's financials and can turn off a potential buyer.

Discover today if your company is Investment Grade:

The Investment Grade LITE Assessment contains over 90 targeted questions refined over years of investment banking experience.