Maximize Your Business’s Value with a Proven Methodology

A Propel Your Business Certified Advisor doesn’t just teach the methodology—they tailor it to your unique needs, helping you create sustainable scalability while increasing long-term enterprise value.

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Four Steps to Increasing
Enterprise Value

 

Our methodology is designed to help you align and elevate every aspect of your organization. By focusing on enterprise value and strategic execution, you’ll gain the tools and insights needed to create a lasting impact.

Establish Baseline:

Look to the market to identify your industry multiple so we can understand the potential value of your organization in its current state.

Organizational Health:

Assess our 24 value drivers within your organization, then align and prioritize with your team on the gaps that will hinder your ability to achieve your vision.

Strategic Improvements:

Create roadmaps that will guide your strategy while you work alongside your Certified Business Advisor to implement impactful changes to your organization.

Measurable Results:

Use our proprietary platform to align your organization from top to bottom so your team can track live progress and ensure you increase your enterprise value.

 
 
 

The 24 Value Drivers

Our methodology is rooted in 24 key drivers that directly impact ease of scale & enterprise value of the organization.

Financial Drivers
  • 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 Drivers
  • 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 Drivers
  • 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 Drivers
  • 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 Drivers
  • 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 Drivers
  • 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

 

Running a business is complex—we make it easier. Our platform is designed to streamline operations, enhance team alignment, and accelerate enterprise value with tools designed to keep you on track.

 

Performance Metrics:

Simplified tracking of key indicators.

Streamlined Meetings:

Structure communication for maximum impact.

Dynamic Roadmaps:

Visualize your path to success, step by step.

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Empower Your Team with Proven Tools and Training

 

Success isn’t just about strategy—it’s about execution. Propel Your Business gives you access to an extensive library of training videos, white papers, and toolkits to support your team in achieving the organization's goals.

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Your ROI, Made Clear

 

Investing in a Certified Business Advisor and putting in the time to change key value drivers in your business won’t happen overnight. When measuring the ROI of the investment, you’ll be able to clearly prove the value of the business increased and, more importantly, the ease of running the organization for both you and your team. Operate with a proven methodology to increase your enterprise value today.

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Join The Most Elite Group of
Business Advisory Firms.

Become a Certified Business Advisor

 
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