Advising Business Owners: 5 Key Drivers to Build More Profitable, Sellable Companies

Advisors play a crucial role in helping small business owner clients unlock hidden value and maximize exit potential. This session introduces five key drivers of company value—Hub & Spoke, Monopoly Control, Recurring Revenue, Switzerland Structure, and Growth Potential—and shows how each impacts profitability and transferability. Attendees will learn how to spot client vulnerabilities, guide owners through strategic improvements, and position businesses for greater long-term success. A free resource outlining all eight value drivers will be available for download after the session.

Learning Objectives:

1. Identify five key business value drivers that increase profitability, reduce risk, and enhance exit options.

2. Spot hidden risks and untapped opportunities in clients’ businesses using real-world examples and diagnostic questions.

3. Equip clients with actionable strategies to grow stronger, more resilient companies that attract premium valuations.