EquityView helps you understand management’s mindset and offers insight into a company’s executives.
EquityView is a sophisticated, minimally-invasive approach that is time efficient for all parties. You’ll receive an unbiased assessment of how management rated themselves in the following six areas:
- Profitability
- Value
- Timing to Sell
- Management
- Sales and Marketing
- Strategic Planning
Deliverables
- Profiled Executive’s Summary
- Risks per Management
- Adjusted Spider Risk Matrix
- Quality of Management™ rating
- Six key area perceptions
- Comparison of executives on the team
- Oral review of findings & suggested next steps (30 to 60 minutes)
Why EquityView?
- Increase value
- Cut “distraction costs” which are loss of organic growth and executive time.
- Help prepare and sell the business at the right time and right price.
- Understand management’s perceptions and levels of risk to lead better decision making and actions.
- Improve transitions and team results
- Aligned management teams work better to address: sales problems, decreased ROI, challenging transitions and loss of value and compensation to partners.
- Strengthen team growth.
- Avoid a bad acquisition
- Deal with unresolved tensions amongst the management team.
- Equity-View is a business ally that looks out for your best interests.
- Save time
- Assessment input takes 30-45min per exec. Within 10 days of all inputs, we deliver insights to help you make sound decisions.
What Is Revealed?
An EquityView assessment is an affordable way to speed the diligence and review process and help you grow teams and values. You’ll learn:
- Management’s perceptions about growth, goals and compensation
- Misalignment areas or toxic relationships
- Leadership team openness to change in direction
- Actionable insights