ASESSMENTS AND SCORECARDS
Spotlight Assessment
The RFN Spotlight assessment collects key data about an owner and their business, assessing Owner Readiness and Business Attractiveness.
Owner's will also see how a business’ profitability compares to the industry so they can easily determine the Profit Gap in their company. Together, these key variables will help an owner understand areas that may be holding back a company's growth potential and value.
The Spotlight assessment will take 10 minutes of an owner's time – we ask 12 questions about Owner Readiness and Business Attractiveness, as well as revenue and profitability numbers.
Our results and output information are based on 38+ years of valuation experience and expertise, having performed thousands of valuations projects.
- An owner will learn:
- Their business’ current range of value
- Their business’ Value Gap – its “Unlocked” Potential Value
- How profitability compares to comparable businesses
- Where there may be risks in a business that if addressed, will improve value
Transition Readiness Scorecard
This 10 question assessment tool has been designed and tailored to owners identify a transition planning benchmark. Having a better understanding about where an owner and their business are today in terms of transition-readiness will provide ideas on where to start working on their business, rather than just in it.
- Get an overall score on business owner transition readiness
- Individual scores in 10 key areas of transition readiness including: Personal Financial Goals, Advisor Team, Contingency Planning, Life After Business plus more
- Next Steps and tips on what to do next
Business Owner Independence Scorecard
How Owner or c-suite dependent is your business?
Owner dependence is one of the top value killers in any company. Use this self-assessment tool to determine whether your business is truly independent.
- Get an overall score on owner or c-suite dependence
- Find out how owner dependent your business is
- Self-assess key areas of owner dependence including your role in : customer or client management, operations plus more
- Learn about opportunities for driving value in your business
Value Opportunity Assessment
The Ready for Next Value Opportunity Assessment is designed to reveal your key performance metrics and give you an objective view into the integrity of your business operations.
The comprehensive operational assessment and detailed report will reveal your business’s current and potential value, value gap, critical drivers and red flag threats.
Together with a RFN Advisor, you will build a roadmap to immediately implement a plan to decrease continuity risk, increase transition-readiness and improve transferable enterprise value.
- Assess Key Drivers of Business Value
- Ability to Re-cast Profits and Losses
- Clear Business Performance Assessment
- Determining Enterprise Value Range and Value Gap
- Charting Value Ranges to Market Multiples
- Accelerating Value: Understanding Issues,
- Setting Priorities
- Accelerating Value: Correlating Actions to
- Dollar Impact