Maximize Enterprise Value Across Every Business You Lead

Whether you’re advising clients, managing franchises, or supporting a portfolio, Propel Your Business gives you the tools, structure, and training to simplify operations, align teams, and drive long-term enterprise value.

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Know Your Value. Unlock Potential.

 
 

The first step to growing enterprise value is clarity. Propel’s Business Health & Value Assessment provides instant, unlimited insights to measure, track, and accelerate growth. In under 15 minutes, you’ll know exactly where a business stands and what levers to pull to unlock its potential.

  • Unlimited health & value reports for you or your clients
  • Comprehensive appraisals including value multiplier, health score, and growth drivers
  • Tailored, 5-year roadmap to increase enterprise value
  • Track measurable progress over time
 
 
 
 

Four Steps to Growing Enterprise Value

 

Propel helps you establish clarity, prioritize, and execute initiatives that move the needle across your portfolio:

Establish Baseline:

Understand each company’s current value using industry benchmarks and market multiples.

Assess Organizational Health

Measure performance against 24 proven value drivers. Identify gaps across your portfolio and prioritize what matters most.

Implement Strategic Improvements

Create roadmaps to guide teams and ensure high-impact initiatives are executed across every business.

Track Measurable Results

Use Propel to keep all companies aligned, track live progress, and ensure enterprise value improvements are realized across the portfolio.

 
 
 

The 24 Value Drivers

These are the operational and strategic levers that determine scalability and long-term value. Propel helps you identify and improve what matters most—from financial forecasting to leadership depth—across every business in your portfolio.

Financial
  • Clear pricing structure with strong gross margin analysis.
  • Predictable, recurring, or pre-contracted revenue streams.
  • Forward-looking financial forecasts (12-month micro & 5-year macro).
  • Regular financial statement reviews with trend analysis and forecasting.
Sales
  • Diversified client base (no single client >20% of revenue).
  • Defined, repeatable sales process with scripts, tools & systems.
  • CRM-driven tracking and forecasting to hit sales targets.
  • Strong sales team with an incentive structure that minimizes owner reliance.
Marketing
  • Clear strategy for identifying & attracting ideal clients.
  • Lead distribution plan with goals and monthly performance reviews.
  • Consistent lead generation that meets growth targets.
  • Data-driven understanding of customer acquisition costs by lead source.
Leadership
  • Strong departmental ownership—no single point of failure.
  • Leadership systems for accountability, coaching, and strategic reviews.
  • A skilled leadership team that runs effective meetings & drives results.
  • Performance-driven culture with high retention & consistent outcomes.
Recruiting
  • Defined job roles with KPIs tied to a transparent compensation plan.
  • Structured interview process to hire the right talent.
  • Recruiting engine that delivers candidates at a profitable cost.
  • A structured onboarding and training strategy for all key positions.
Productivity
  • Standard operating procedures (SOPs) & automation across departments.
  • Integrated technology and project management tools with team training.
  • Owners working on the business, not just in it—under 50 hours/week.
  • Team members with strong planning, time management & work-life balance.
 
 

Simplify, Align, and Execute

 

Managing a portfolio of businesses doesn’t have to be chaotic. Propel keeps teams focused on what drives value and provides clear structure for portfolio-wide operations.

 

Performance Metrics:

Track KPIs and enterprise value drivers for every business

Optimized Meeting Agendas

Ensure discussions are actionable and outcome-driven

Strategic Initiative Planning

Visualize and align priorities across your portfolio

Task Management & Accountability

Assign, track, and complete initiatives across teams

 
 
 

Empower Teams with Training That Delivers ROI

 

Execution is everything. Propel provides training and resources to ensure your teams can implement strategy effectively and scale sustainably.

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Your ROI, Made Clear

 

Propel helps advisors and operators demonstrate tangible value. By improving the right drivers and implementing repeatable systems, you can increase enterprise value and simplify portfolio management.

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