Determining Your Business Readiness for Transition

In our fifth installment of preparing your business for a transition, we discuss several intangible factors that should be addressed to maximize the value of your business. To maximize value, you definitely want your business to be as attractive as possible to a potential buyer. Many owners concentrate solely on the financial readiness of their business when they are considering a business transition. However, the value multiplier is equally, if not more important. Many intangible items, such as the 4 Cs, can affect the value multiplier negatively or positively.

What Are the 4 Cs?

Maximizing the 4 Cs is great business strategy, regardless of whether a transaction is being contemplated or not. What are the 4 Cs of a company?

  • Human Capital
  • Customer Capital
  • Structural Capital
  • Social Capital

There are several components to each of these success factors. Please join Samantha Metcalf and Lisa Horn in this video as they discuss in detail the 4 Cs and other important business strategies for increasing the value of your business.

Allyson works for businesses of all sizes, maintaining a primary focus on business tax and consulting. She provides her clients with creative resolutions for technical tax issues and clearly interprets proposed and existing business tax law. Moreover, her thorough experience with trusts and estates allows her to deftly guide clients through the complicated legislation and the intricate processes involved in compliance, maximization of returns, and sustaining business and family wealth. She first gained knowledge and experience working for several years in a national firm, in a small firm environment, and in solo practice. She was also a partner in a regional legacy firm for 15 years prior to joining CLA. Her extensive tax experience bolsters CLA's talented staff and cultivates client relationships and makes her an invaluable member of the professional and civic communities.

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