Whether by email, phone or social media, all of us receive messages daily from countless vendors promoting their products or services. Your prospects experience the same reality. But there is a simple way to get noticed. Ask better questions. After all, you’ll be judged by the quality of questions you ask. Instead of pitching, make a human connection. Learn good questioning techniques that can improve your effectiveness in engaging any prospect.
Buyers are faced with a double-edged sword. On one side, they have more alternatives available to them in today’s hyper competitive market. On the other side, it is increasingly difficult to determine which is the best and most valuable option to choose.
What if your team set twice the sales meetings it does today? Increased everyone’s rate of setting meetings by 24%? To hold a competitive advantage in today’s marketplace, top companies and sales executives focus on driving more top-of-funnel activity. Find the right prospects. Capture their attention. Set meetings. Convert them to customers. The question then becomes: How do you best do this?
Top performing sports teams learn, practice and memorize potential plays on the field given their strengths and the opposing team’s weaknesses. Similarly, high performing sales teams share a common language and process based on the organization’s sales methodology.
Buyers are faced with a double-edged sword. On one side, they have more alternatives available to them in today’s hyper-competitive market. On the other side, it is increasingly difficult to determine which is the best and most valuable option to choose.
As sales professionals in today’s competitive market, customers and prospects demand more from you than ever before. You’re expected to bring something to the table—to be an advisor and consultant with relevant solutions for their business. That requires in-depth knowledge on your company’s products and services.
When will they actually buy? This question is a challenge for most sales reps to answer accurately; sometimes precisely predicting future behavior may be paved with too much optimism rather than reality. Despite this, if you are in sales, in any role, at some point you likely have to predict and even commit to a revenue forecast... Instead of leading a forecasting plan with optimism, implement a proven sales process to proactively manage your pipeline. A proven sales process applies a more systematic and exacting approach that highlights when opportunities will close, and bookings are realized.
Julie Thomas, President and CEO of ValueSelling Associates, shares how best-in-class organizations target high-quality opportunities and what they do to continually requalify throughout the sales process. Attend this webinar to drive the quantity and quality of the opportunities in your pipeline.
Whether by email, phone or social media, all of us receive messages daily from countless vendors promoting their products or services. Your prospects experience the same reality. But there is a simple way to get noticed. Ask better questions. After all, you’ll be judged by the quality of questions you ask. Instead of pitching, make a human connection. Learn good questioning techniques that can improve your effectiveness in engaging any prospect.
Buyers are faced with a double-edged sword. On one side, they have more alternatives available to them in today’s hyper competitive market. On the other side, it is increasingly difficult to determine which is the best and most valuable option to choose.
What if your team set twice the sales meetings it does today? Increased everyone’s rate of setting meetings by 24%? To hold a competitive advantage in today’s marketplace, top companies and sales executives focus on driving more top-of-funnel activity. Find the right prospects. Capture their attention. Set meetings. Convert them to customers. The question then becomes: How do you best do this?
Top performing sports teams learn, practice and memorize potential plays on the field given their strengths and the opposing team’s weaknesses. Similarly, high performing sales teams share a common language and process based on the organization’s sales methodology.
Buyers are faced with a double-edged sword. On one side, they have more alternatives available to them in today’s hyper-competitive market. On the other side, it is increasingly difficult to determine which is the best and most valuable option to choose.
As sales professionals in today’s competitive market, customers and prospects demand more from you than ever before. You’re expected to bring something to the table—to be an advisor and consultant with relevant solutions for their business. That requires in-depth knowledge on your company’s products and services.
When will they actually buy? This question is a challenge for most sales reps to answer accurately; sometimes precisely predicting future behavior may be paved with too much optimism rather than reality. Despite this, if you are in sales, in any role, at some point you likely have to predict and even commit to a revenue forecast... Instead of leading a forecasting plan with optimism, implement a proven sales process to proactively manage your pipeline. A proven sales process applies a more systematic and exacting approach that highlights when opportunities will close, and bookings are realized.
Julie Thomas, President and CEO of ValueSelling Associates, shares how best-in-class organizations target high-quality opportunities and what they do to continually requalify throughout the sales process. Attend this webinar to drive the quantity and quality of the opportunities in your pipeline.
Whether you’re an individual contributor, sales manager or VP of Sales, your primary job focus is to achieve an assigned revenue quota. The concept seems simple. Find quality opportunities. Engage them. Move them through the sales process. And close the business. The reality, however, is quite different given the multitude of challenges you must overcome along the entire buying cycle.
In this complimentary one-hour webinar, Liz Roche, an Associate of ValueSelling Associates, Inc., will share how salespeople can leverage ValueSelling techniques and the ValuePrompter™ tool, alongside their marketing team’s ABM campaign, to win bigger deals. She'll walk you through everything from setting your strategy to what marketing tactics work best for ABM. You’ll see how ABM can help you increase customer growth, retention, and loyalty.
Few of us really like to prospect. In fact, according to HubSpot research, 40% of sales people say prospecting is the most difficult part of their job. Yet, it’s a necessary skill to succeed in sales. How do the top performing sales reps conduct prospecting and create connections?
With countries and commerce opening up, most of us are looking to the second half of the year with renewed energy and high hopes. There are always new opportunities to pursue and new accounts to approach. But how do you start if you can’t get the first appointment?
Join Julie Thomas, President & CEO of ValueSelling Associates, as she shares a simple, proven process to differentiate yourself and gain access to decision makers.
What you’ll learn:
Win over and work with gatekeepers
Establish the rules for engagement the people you meet
Bargain for access to decision makers
Create an AIM Campaign that motivates buyers to act
Who should attend:
Sales Leaders
Sales Managers
Sales Reps (in all roles)
Business Development Representatives
Sales Development Representatives
Sales Enablement
Actuarial Consulting Firm in India | Kapadia Globalrohankumar445
Kapadia Global provides accurate, cost-efficient, high quality consulting and advisory services to develop a competitive edge and achieve their business goals.
As sales professionals in today’s competitive market, our customers and prospects demand more from you than ever before. You’re expected to bring something to the table—to be an adviser and consultant with relevant solutions for their business. This requires in-depth knowledge on your company’s products and services.
Engaging buyers with a compelling and captivating value-based story builds trust and rapport, creates a foundation for meaningful conversations and demonstrates your track record as a reputable salesperson. Grabbing a prospect’s attention with a story that elicits an emotional response they can relate to and involves a business issue they are wrestling with reinforces a key ValueSelling Framework® principle: People make emotional buying decisions for logical reasons.
In this complimentary webinar, learn valuable questioning techniques to improve your effectiveness in prospecting. Julie Thomas, president and CEO of ValueSelling Associates, provides an action plan on how to use the O-P-C questioning process to increase interest and engagement with prospective clients.
Today, we have an instant connection to people virtually and immediate access to an impressive amount of information from any device. However, the downside is shorter attention spans, which decreases our ability to actively focus and listen to what people are saying to us.
A fim de ajudar as pessoas a não perder tempo lendo manuscritos - algo inevitável para todos que fazem pesquisas[acadêmicas ou não] -, o professor S. Keshav da Universidade de Waterloo, Canadá, publicou este manuscrito/paper. Seguindo o método proposto que engloba três passos, o leitor poderá identificar se o manuscrito que está lendo agregará valor ao seu trabalho ou não. Cada passo aborda metas específicas até que se chegue a esta conclusão.
Windows 8 is the exciting new "cross-over" OS from Microsoft that runs on PCs as well as tablets. Windows Azure is Microsoft's broad, powerful cloud computing platform. There are all sorts of reasons to use them together as they are very complementary. In this presentation, I review the why and how of combining Windows 8 and the Cloud including several demonstrations.
Whether you’re an individual contributor, sales manager or VP of Sales, your primary job focus is to achieve an assigned revenue quota. The concept seems simple. Find quality opportunities. Engage them. Move them through the sales process. And close the business. The reality, however, is quite different given the multitude of challenges you must overcome along the entire buying cycle.
In this complimentary one-hour webinar, Liz Roche, an Associate of ValueSelling Associates, Inc., will share how salespeople can leverage ValueSelling techniques and the ValuePrompter™ tool, alongside their marketing team’s ABM campaign, to win bigger deals. She'll walk you through everything from setting your strategy to what marketing tactics work best for ABM. You’ll see how ABM can help you increase customer growth, retention, and loyalty.
Few of us really like to prospect. In fact, according to HubSpot research, 40% of sales people say prospecting is the most difficult part of their job. Yet, it’s a necessary skill to succeed in sales. How do the top performing sales reps conduct prospecting and create connections?
With countries and commerce opening up, most of us are looking to the second half of the year with renewed energy and high hopes. There are always new opportunities to pursue and new accounts to approach. But how do you start if you can’t get the first appointment?
Join Julie Thomas, President & CEO of ValueSelling Associates, as she shares a simple, proven process to differentiate yourself and gain access to decision makers.
What you’ll learn:
Win over and work with gatekeepers
Establish the rules for engagement the people you meet
Bargain for access to decision makers
Create an AIM Campaign that motivates buyers to act
Who should attend:
Sales Leaders
Sales Managers
Sales Reps (in all roles)
Business Development Representatives
Sales Development Representatives
Sales Enablement
Actuarial Consulting Firm in India | Kapadia Globalrohankumar445
Kapadia Global provides accurate, cost-efficient, high quality consulting and advisory services to develop a competitive edge and achieve their business goals.
As sales professionals in today’s competitive market, our customers and prospects demand more from you than ever before. You’re expected to bring something to the table—to be an adviser and consultant with relevant solutions for their business. This requires in-depth knowledge on your company’s products and services.
Engaging buyers with a compelling and captivating value-based story builds trust and rapport, creates a foundation for meaningful conversations and demonstrates your track record as a reputable salesperson. Grabbing a prospect’s attention with a story that elicits an emotional response they can relate to and involves a business issue they are wrestling with reinforces a key ValueSelling Framework® principle: People make emotional buying decisions for logical reasons.
In this complimentary webinar, learn valuable questioning techniques to improve your effectiveness in prospecting. Julie Thomas, president and CEO of ValueSelling Associates, provides an action plan on how to use the O-P-C questioning process to increase interest and engagement with prospective clients.
Today, we have an instant connection to people virtually and immediate access to an impressive amount of information from any device. However, the downside is shorter attention spans, which decreases our ability to actively focus and listen to what people are saying to us.
A fim de ajudar as pessoas a não perder tempo lendo manuscritos - algo inevitável para todos que fazem pesquisas[acadêmicas ou não] -, o professor S. Keshav da Universidade de Waterloo, Canadá, publicou este manuscrito/paper. Seguindo o método proposto que engloba três passos, o leitor poderá identificar se o manuscrito que está lendo agregará valor ao seu trabalho ou não. Cada passo aborda metas específicas até que se chegue a esta conclusão.
Windows 8 is the exciting new "cross-over" OS from Microsoft that runs on PCs as well as tablets. Windows Azure is Microsoft's broad, powerful cloud computing platform. There are all sorts of reasons to use them together as they are very complementary. In this presentation, I review the why and how of combining Windows 8 and the Cloud including several demonstrations.
Overview of how Solutia SDO advances businessKevin Fairs
Solutia SDO is a Toronto-based North American management consulting firm that partners with global leaders to smoothly navigate complex #digitaltransformation and #datatransformation initiatives.
SSCG’s advisory services are designed to help our clients achieve business goals and ambitions. We work side by side with our clients to help them build effective businesses, innovate and grow, refocus business goals, transform strategies and models, reduce costs, manage crisis, risks, stay compliant with regulations and leverage talent.
SSCG’s advisory services are designed to help our clients achieve business goals and ambitions. We work side by side with our clients to help them build effective businesses, innovate and grow, refocus business goals, transform strategies and models, reduce costs, manage crisis, risks, stay compliant with regulations and leverage talent.
In this complimentary one-hour webinar, Julie Thomas, President & CEO of ValueSelling Associates, unpacks how to construct and tell value-based stories that build trust, demonstrate empathy, and win over decision-makers.
Partnering with Workday on Your Skills Transformation JourneyWorkday, Inc.
How well do you understand the skills of your workforce? With new technologies, reimagined roles, redefined work, and widening skills gaps, it’s critical you can assess current experience as well as develop necessary skills.
View this slide deck to discover how to:
Use skills analytics, insight, and discovery to understand your workforce
Establish a skills platform and design a workforce skills strategy
Create a skills experience for your people and your organization
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
5. Value = Ability of the Business to
Dependably Generate Revenue and Profit
into the Future
Value = Ability of the Business to
Dependably Generate Revenue and Profit
into the Future
6. We can help determine the value but
more importantly identify the triggers to
Increase Your Value?
We can help determine the value but
more importantly identify the triggers to
Increase Your Value?
10. Quantify the ‘Intangible’ Drivers of Enterprise Value
Confidential & Proprietary 10
3. CoreValue assigns a CoreValue Rating Score from 0-100, a
measure of the strength of the operating asset (based on proprietary
CV algorithm)
1. CoreValue assigns a normalized trading range for a company
based on its industry (source: BVR and proprietary research)
2. Company completes a business assessment in 18 value
driver categories (source: Private Business Standards)
4. Based on the CoreValue Rating, CoreValue determines where
the company falls on the normalized curve, and with the company’s
financial data, calculates the estimated Enterprise Value (based on
proprietary CV algorithm)
11.
12. Determines how strong, efficient, and durable the
business is - to generate future revenue and profit
13. See where your business is strong, where it is
weak, and how to make it worth more
Questions: If there were an X – Y chart that compared you to the competition, what would the X and Y be and where would you be on that chart or charts What are some of the road blocks to achieving full value for your company CoreValue is appealing to many types of business owners, in many different situations. Whatever the owner scenario or objective is (buy, sell, build, renovate or re-align key stakeholders) CoreValue provides a common, thorough, intuitive and vetted framework to get results and develop a path to move. Framing the product the right way, to fit the owner’s needs and “pain” is important. Probably the toughest one to deal with here is selling. It is estimated that at any one time 20% of private businesses are for sale. However, of those businesses put on the market with less than $50m in revenue, 80% do not sell; of those businesses over $50m in revenue, 65% do not sell. There are several reasons for this but a consistent theme is the value gap between the business owner’s expectations and those of the buyer or investor. The inflated value gap is sometimes an emotional barrier not easily dealt with. The sale process will be long, hard and emotional I am the business and if I sell, who am I Delaying the inevitable in the hope that a family member will take it over If I do sell, I will then need to deal with how to divide up the money
Start-ups Environmental products – had compelling technology, solved an important problem that most people were aware of. Three year plan to build up and sell out. Took that long to get the drivers in shape Early Stage Multi Media Content – never financed properly, was drip fed for a number of years until it died. The owners refused for to take into consideration all of the value drivers Scale up SaaS – Goal was to sell out to a strategic buyer. Worked on the key drivers for two years. Created competition. Chose final contender well. Energy and Environmental Management – never able to scale as the owner was not motivated to put the drivers in place. Energy commodity – was able to purchase for a very favourable price as none of the drivers were in place except for long term client contracts. Later Stage Custom Garment Manufacturer – Was able to acquire this company at a bargain as none of the drivers were in place except for long term client contracts Mechanical contractor – Understood their own business and the drivers very well, carefully acquired others, integrated well and built organically. Increased the top line by over 12 times in a decade while improving the bottom line. Architecture – Moved from a position of 20 years of marginal growth and fluctuating profitability to $2 million in the bank in about four years
Enterprise Value is a yardstick by which we help business owners understand, manage and monitor the intangible drivers behind their business, its ability to perform, be sustained, and ultimately transferred for the benefit of the owner, employees and their community. It is a current measure or indicator as to how the company will reliably perform.
Enterprise Value is a yardstick by which we help business owners understand, manage and monitor the intangible drivers behind their business, its ability to perform, be sustained, and ultimately transferred for the benefit of the owner, employees and their community. It is a current measure or indicator as to how the company will reliably perform.
Here’s the best part, it only takes 90 minutes to complete the CoreValue assessment. Simply said, CoreValue enables you to do in 90 mi nutes what used to take weeks or even months to accomplish at a fraction of the cost After completing an assessment with your business advisor, you will know where you are, why, and how to move forward to maximize the value in your company. The CoreValue Assessment is fast, dynamic, and powerful. In 90 minutes you will have completed: CLICK Pre-Due Diligence on your company– you will know where your business engine is strong and where it is weak You will know your numbers: CLICK Transferable Enterprise Value Your Potential Value Your Value Gap – or the difference between the two and Red Flags – serious issues that can negate all the value of your business no matter how big and profitable you are. CLICK And finally, with CoreValue you will have a roadmap to Improve Value
CoreValue is industry agnostic. Regardless of industry, questions are asked around each driver (and its components as the system breaks each driver down). Questions and available answers are in layman’s terms. This helps to engage, and not intimidate, owners. Level 1 is just a warm-up exercise, meant to get the client familiar with the CoreValue drivers, user interface, methodology and terminology. Level 2 asks dozens of additional questions, in order to give the application enough data to quantify results and generate several reports. Level 3 is all about further refinement and also qualifying/substantiating results with supporting documentation in the vault.
This slide provides a high-end view of how the algorithms work: steps 1-4
So in 90 minutes you can hold in your hands actionable and dynamic reports that you can use to measure your business or communicate with outside parties including your board or investors . This overview report summarizes your current estimate of enterprise value, your potential value and the Value Gap. Your CoreValue rating on a scale from 0-100 that quantifies the strength of your business engine. The value drivers that are the biggest contributors to your Value Gap Red flags that could negate all the value of your business. And as you make progress over time, we can track just how far you’ve come
Based on all inputs, CoreValue scores and graphically communicates the assessment results in an easy manner to understand. The overall score is the CoreValue Rating, which is used to calculate Enterprise Value and Gap. CoreValue also breaks out the different types of drivers: Market from Operational, and looks at each. Market drivers tend to explore the environment the company operates within, whereas the Operational drivers look at the environment within the company. Depending on a company’s results, it may be placed in a high risk or low risk category relative to other companies, which may (or may not) mean, it will have a hard time growing, selling, attracting capital, or even quality employees.
After Level 2 of the assessment has been completed, CoreValue has enough data to quantify results and generate several important, useful reports. The first level of reports is the overview level. Here we see the company’s industry, enterprise value, its potential value and the difference between the two is the value gap – or the money being left on the table due to prevailing conditions within the company. (We know what the potential value is because of the extensive research CoreValue conducts relative to normalized trading ranges.) The progress report allows us to see and track improvements, in a variety of key areas, over time. The critical drivers allow us to easily identify which driver are contributing most to the Value gap. Red flags are also identified. These are items, that if unattended to, can sap a lot or all of the enterprise value out of a company. For most overview reports, there are deeper, more detailed corresponding reports.
After Level 2 of the assessment has been completed, CoreValue suggests tasks that if completed, will close the value gap, improve Enterprise Value and encourage a better run company. Tasks may be sorted and prioritized in various ways: by score, value gap and bang-for-the buck. My Tasks will give clients and advisors the ability to create customized tasks to build Enterprise Value, and communicate within the application around tasks. CoreValue will suggest tasks based on the assessment results but advisors and clients may wish to enter custom tasks, or specific action items or tactics around a task. This will help all parties to become engaged around improving the company. Task highlights include the ability to: create specific, custom "To Do's“, capture notations pertinent to a tasks, set task due dates, prioritize tasks and track progress, and communicate with the advisor or client around a specific task.
Once Level 3 has been reached, users can store relevant and supporting documentation in their vault. You say you have sales objectives, or your industry is growing at a nice clip? Prove it by uploading qualifying documentation. The value is the one collective area where important supporting materials may be stored. Although only the owner and the advisor have access to the vault, the depository is seen as a valuable tool by other stakeholders such a board member, senior managers, valuation experts, capital professionals and potential buyers.
