Blue Value Advisors Process

Jan 18, 2024 3:35:20 PM

Blue Value Advisors Process

Whether you’re thinking about selling your business now or 10 years down the road, having the right partner in your corner is critical to your success.

Not only is this person working with your business, but inevitably because of the nature of their work, their services become intimately entangled in your finances. Having a partner with a holistic approach to business growth that takes into account your own financial goals, hopes, and dreams – well, that’s the Blue Value Advisors difference!

Who are Blue Value Advisors?

Blue Value Advisors, also known as BVA, was created by four CPAs who saw the gap between the services exit planners were providing and the support that business owners need when deciding what they should do next with their business.

Today, Blue Value Advisors offers business advisory and exit planning consultative services to small and medium-sized business owners who are looking for a strategic partner to help them grow, sell, and/or transition their business.

In addition to being Certified Exit Planning Advisors by the Exit Planning Institute, each BVA advisor is a Certified Public Accountant with more than 20 years of experience working with small to medium sized businesses in a variety of sectors to achieve greater business success.

Because of its affiliation with Blue & Co., LLC, BVA consultants, have access to more than 500 financial and operational experts who can consult on your unique business.

What is the Blue Value Advisors Process?

The BVA process can be explained in three steps: Assess, Grow, and Transition.

Explore what each step entails below:

Step One: Assess

To learn the ins and outs of your business and personal goals, the first step of the BVA process is to Assess.

If you haven’t already, your BVA consultant may request that you take the ValueBuilder Business Assessment linked on the BVA website. This assessment was carefully selected and customized by the BVA team to help understand your business cash flow, where your strengths and weaknesses lie, and where you stand in the industry.

From there, the BVA consultant will work with you to conduct a thorough analysis of your business from top to bottom with an objective lens. This includes a business valuation, which gives business owners a realistic, approximate value of their business.

Once the analysis is completed, business owners will have:

  • Identified roadblocks bringing down the value of their company
  • Determined their most valuable business assets
  • Determined their company’s value in today’s market
  • Assessed their readiness for exiting or transitioning your business

Step Two: Grow

The second phase of the BVA process is to Grow.

In addition to providing business owners with a realistic, approximate value of their business, business valuations are also great tools to help identify areas of opportunity within a business. Combined with other findings from the assessment phase, BVA consultants will develop a customized roadmap for your business that is aligned to your top priorities and goals.

Not ready to sell? That’s okay! Business owners can continue to leverage the expertise of our BVA consultants in this phase to help get the most out of their business when they are ready to sell.

Step Three: Transition

The final phase of the BVA process is Transition.

During this step, our team will:

  • Determine your readiness to transition and/or sell
  • Identify how you will transition out of your business, whether it’s transitioning to a family member, employees, or selling to a third party
  • Ascertain whether your business is ready to go to market
  • Utilize resources like One2800 Capital Advisors, a US registered broker-dealer, if necessary

Ultimately, the team is focused on making sure that you grow the value of your business on your terms. That’s our promise to you.

To learn more about how Blue Value Advisors can help you prepare your business for the future, complete this form to get in touch with one of our advisors.

Let's Prepare Your Business for the Future

It’s never too early to start thinking about the future of your company — even if leaving it isn’t in the cards yet. Talk to a Blue Value Advisor today to find strategies that improve revenue, protect assets, and prepare you and your stakeholders for what’s ahead.