Value Acceleration Advisory
We work directly with you and your teams, building Economic Value and owner optionality.
Build the business asset and the options that go with it.
Value Acceleration Advisory is the private path through the RockStack framework.
Same assessment. Same Rocks. Same standard of work.
On this path, the owner works directly with a RockStack advisor who helps coordinate your teams along the paths to personal financial and business readiness, resulting in increased business value and owner optionality.
Who it's for
This path fits the owner who wants confidential direct counsel.
Some owners want an advisor to roll up their sleeves and work directly with their teams to build economic value in a focused confidential process behind closed doors.
Value Acceleration Advisory is built for these owners.
The RockStack Value Acceleration Advisory
We start with a detailed proposal that is focused on closing the gaps highlighted in the RockStack Readiness Assessment. The proposal usually includes:
1. An initial timeline proposal along each path designed to close the gaps on your schedule given your team and resources.
2. Establishing a series of Rocks, milestones, and accountability assignments for the initial 2-4 quarterly sprints.
3. Monthly milestone progress workshops
4. Mid-month Business Owner coaching and advising (successors and key executives coaching at owner’s discretion)
5. Weekly/Monthly scorecards to inspect accountability and re-assessments to provide annual proof of progress.
The work
The framework does not change. The delivery does.
Every engagement starts with the RockStack Assessment, an honest read on where the business stands today.
From there the work runs in ninety-day sprints. A RockStack advisor works side-by-side with you and your leadership team to de-risk the business and build economic value. We also support you as a general contractor coordinating your trusted advisors to close the financial and personal gaps.
Every year we re-assess to measure progress and every quarter we ask you if you are ready to transition or continue to build economic value. You earn that option.
The difference
You don't build it alone.
Cadence.
In Advisory, RockStack sits in the month-end accountability workshop, works hands-on with the lead team, and coaches the integrator on running the execution cadence. Mid-month we coach the owner and any key executive at the owner’s discretion. We help your team monitor progress and clear barriers.
Leadership.
We help to analyze the strengths of your team and leaders. Their cultural fit and their role fit. We help build the right bench supporting succession and growth, and we help you develop the cascade of leaders building leaders. The right team and the right leaders aligned to your values and vision is crucial to building economic value and owner optionality.
Choice.
Know that we are not brokers. We do not gain by moving you toward a transaction. Every quarterly sprint culminates in a decision point. After we measure the progress we’ve made together on the business, and on the personal and financial path, before we set the next quarter’s Rocks, we ask you to make a simple choice:
Do you want to continue to grow or do you want to move toward an exit?
Once the heavy lifting is done, it is not unusual for a client to switch from Advisory to Group and work on advanced value creation with the support of other owners doing the same type of work.
Book a first conversation. Thirty minutes, no pitch. We answer your questions and learn about you and your business. If it makes sense, we can talk about next steps and book an assessment meeting.
Take the Readiness Check. Twelve questions, about 5 minutes and get a rough idea of where you are. It’s not the RockStack Assessment, but it’s low investment and may surprise you.
Attend an Event with RockStack. Join other business owners and senior leaders as a guest of RockStack at events around the region. Some are purpose focused, some are educational, some are just for fun.