rockstackadvisors.com

How it works

A method for raising value, not a pitch for selling.

Value acceleration is a sequence of deliberate moves. Each one makes the business stronger to operate and more valuable to transfer. You can stop at any phase and still own a better company.
Methodology

The Value Acceleration Methodology

Value acceleration is a disciplined sequence, not a single event. Each phase produces a deliverable you can act on, and each one reduces the risk a future buyer would price into the deal.
01

Discover

Establish the facts.
We assess attractiveness and readiness, range the current value, and surface the concentration risks a buyer would find in diligence. You leave with a prioritized action list rather than a generic score.
02

Protect

Stop the leaks.
We address the items that destroy value or kill deals: owner dependence, customer concentration, weak financial controls, and undocumented process. Protection comes before growth because buyers discount risk first.
03

Build

Grow transferable value.
We work in focused sprint cycles to strengthen the drivers a buyer pays a premium for: recurring revenue, a capable second tier of leadership, and proof that the business runs without you.
04

Harvest

Transition on your terms.
When the business is ready and you are ready, we coordinate the transaction with the right professionals at the table. The goal is a clean process and a result that reflects the value you built.
Cadence

The 90 to 120 day sprint cycle

Build work runs in fixed cycles so progress is measurable and momentum holds. The detail of each cycle is being finalized. The structure below shows how a cycle is organized.
Week 1 to 2

Set

Select the value drivers for this cycle and define the targets.
Week 3 to 10

Execute

Work the priorities in focused increments with regular reviews.
Week 11 to 14

Measure

Assess movement against the targets and capture what changed.
Reset

Re-plan

Roll findings into the next cycle and adjust the roadmap.
Placeholder content. Final sprint detail to follow.
Advisor / Broker

An advisor is not a broker

A broker is paid to close a transaction. An advisor is paid to make the business worth more before any transaction exists. The incentives are different, and so are the outcomes.
Dimension
Business Broker
RockStack Advisor
How they are paid
Success fee on the sale, typically a percentage of deal value.
Fixed and retainer fees for the work performed. No success fee.
When they engage
Once you are ready to sell, often within months of listing.
Two to five years ahead, while value can still be built.
What they optimize
Speed to a closed transaction.
The transferable value of the business itself.
Whose risk they reduce
Their own, by getting a deal across the line.
Yours, by removing the risks a buyer would discount for.
What you keep
A transaction, minus the commission.
A more valuable business, whether or not you sell.
Objections, answered

Questions owners ask

A broker earns a success fee when you sell, so a broker is motivated to get a transaction closed. We are paid for the work that makes the business worth more, with no success fee, so our incentive is the value of the business rather than the speed of a sale.

Yes. Everything that makes a business attractive to a buyer also makes it stronger, more profitable, and less dependent on you to run. If you never sell, you still own a better business.

Because the value a buyer pays for is built over years, not weeks. Reducing owner dependence, building a second tier of leadership, and cleaning up financial controls take time.

The diagnostic is a fixed price between $3,500 and $7,500. Ongoing value acceleration work runs $2,000 to $4,000 per month in sprint cycles. There is no success fee at any stage.

Start here

See how a buyer would value your business today.

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