Intangible  Assets
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Intangible Assets

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

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 Intangible Assets Presentation Transcript

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