Intangible Assets

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How does social allow advisory services firms to transfer intangible assets at the time of sale?

Is there a way to get the founder/entrepreneur\'s knowledge transferred into the buisness so that new owners and staff can replicate the founder\'s success?

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  • Listening with major account acquisition 'ears':
    Where is the person in the “buying” process (NOT your sales process)?

    Who else? (There are likely to be +20 'influencers' inside a Fortune 1000-sized company who must greenlight your offering )

    What else? (beyond stated focus/outcome wish)
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Intangible Assets

  1. 1. Intangible assets: Creating transferrable value
  2. 2. Is value locked in founder’s head? <ul><li>Systematize owner’s skills </li></ul><ul><li>Duplicate success </li></ul><ul><li>Capture lifetime value of client relationships </li></ul>
  3. 3. Intangible Assets: <ul><li>Future value of key account relationships </li></ul><ul><li>Business processes </li></ul><ul><li>Brand value </li></ul>
  4. 4. Transferrable value: i. Key Accounts <ul><li>Quantify add-on contract value </li></ul><ul><li>Access to ALL stakeholders </li></ul><ul><li>New assignments secured at the top? </li></ul>
  5. 5. Transferrable Value: ii. Biz processes <ul><li>Founder’s “magic” duplicated </li></ul><ul><li>Proven processes </li></ul><ul><li>Successor(s) empowered </li></ul>
  6. 6. Transferrable value: iii. Brand <ul><li>Online measures & presence </li></ul><ul><li>Quantify reach & brand recognition </li></ul><ul><li>(It’s not your website) </li></ul>
  7. 7. If you were hit by a bus .... <ul><li>Are client relationships secure? </li></ul><ul><li>Is business value quantifiable? </li></ul><ul><li>Want to hear more stories? </li></ul><ul><li>Let's talk 416 923 0877 </li></ul>

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