When is the best time to use this service and why?
Leverage your valuable time when the management team is not on the same page regarding major issues or early in the due diligence process. Our job is to help you better understand group and individual dynamics faster.
Why? To help prepare the business for sale or to enhance company value, growth and price.
Who gets evaluated and why would they do this?
The top 2-9 executives of the company being considered for investment or already invested in.
The process is minimally invasive and fast. It saves everyone time in a sale, due diligence or quarterly/annual visits because it adds value.
Management transparency/cohesion accelerates value creation.
Why is it so important to understand what management is thinking?
Management is the number one key to a successful business and investment. Knowing how management perceives the market, people and other key areas is important because often perception is their reality. Building teams and values or preventing the purchase of a distraction company (which can whack organic growth) warrants early intel. Awareness of conflicts and taking action to resolve them often yields more ROI and value.
How are you able to do this in ten days?
We developed a way to streamline-refine the process after success in many projects over the years. EquityView offers an affordable way to quickly filter the results after management completes their homework.
What are the unique diagnostics tools that you use?
Our three-step process uses various proprietary test instruments and takes each participant about 30 to 45 minutes to complete.
Where does the EquityView survey take place?
The top 2-9 execs complete the process on-line and in the comfort of their office or home.
EquityView may be used as a value-add in addition to your team process or as a way to save time and travel costs.