Discover How Established Business Owners With $3Mβ$10M in Revenue Are Cashing Out Smart β And Building a TAX-SMART Exit Plan That Unlocks Retirement Income, Leverage, and a Clean Exit on Their Terms
Your business is likely your largest asset β the one that will help fund your retirement. Our Business Value & Exit Planning Process starts with one number you can trust, then connects it to a coordinated plan β so you grow, leverage, transition, or sell from knowledge, with your retirement income secured and your family protected.
A large share of your net worth is likely tied up in your business β yet many owners have never had it professionally valued, or don't know what actually drives that value.
Request Your Business Value ScorecardMost Owners Can't Confidently Answer One Question: What's It Worth?
Never Professionally Valued
Most owners have never had their business professionally valued β so major decisions get made without knowing the value of their biggest asset.
Value Changes Everything
Retirement, succession, taxes, financing, key-employee retention, estate planning β without a current number, each one rests on assumptions instead of facts.
Your Advisors Work Independently
Your CPA focuses on taxes, your attorney on legal, your banker on financing, your advisor on your portfolio. Very few connect how your business value ties them all together. That's where we come in.
Knowing your number isn't just for selling β it's the *foundation for every confident financial decision* you make.
Turn a Clear Valuation Into Clarity, Leverage, and Options
Concrete deliverables you keep β not a sales pitch.
Your Company's Market Value
A current, defendable estimate of what your business is worth in today's market β using the Value Builder System.
The 8 Factors Driving It
The eight drivers moving that number β measured and prioritized, so you know exactly what raises or lowers your value.
Ways to Increase Value
Concrete opportunities to raise what the company is worth β useful whether you grow, borrow, transition, or sell.
Fit With Your Retirement
How your business fits your personal retirement plan β plus a roadmap for protecting and eventually transitioning it.
Established owners with roughly $600Kβ$2.5M EBITDA and much of their net worth tied up in the business.
The eight drivers that determine what your company is worth β measured, prioritized, and improved.
A clear number opens every option β and you decide which one is right.
Imagine Making Every Major Business Decision With Confidence
Grow or Acquire
Know exactly how expansion or an acquisition moves your value β before you commit the capital.
Borrow or Reward Key People
Use your value to secure financing on better terms, or design retention that keeps your best people β from a position of knowledge.
Transition or Sell
Hand the business to family, a key employee, or a buyer β and understand what each path means for you and your family.
Whether you grow, acquire, borrow, reward key employees, transition to family, or prepare for a sale β *you'll know how each decision affects the value of your business, and your personal financial future.*
Who This Is Built For
Founders & CEOs (52β67)
Owners of a stable, well-known company who want clarity on what they've built and what it can do for them.
$3Mβ$10M in Revenue
Roughly $600Kβ$2.5M EBITDA, with much of your net worth still tied up in the business.
Weighing Your Options
Thinking about growth, financing, rewarding key people, family transition, or a future sale β and want the numbers before you choose.
Ready for a Real Plan
Decisive once you trust the process; you want numbers you can defend and a coordinated team β not guesswork.
This isn't for early-stage owners with no real enterprise value yet, or owners who already have a current valuation tied to a clear, coordinated financial plan.
Our Business Value & Exit Planning Process
A practical 7-step process that turns a clear valuation into a coordinated financial plan β so you can act on your options with confidence while still running the business.
Your Value, Clarified and Put to Work
From assessments and a defendable valuation to leverage, succession, and team coordination, every step is built to raise value, connect it to your personal finances, and open your options.
Request Your Business Value Scorecard- β1 Β· Assessments & BaselineThree Value Builder assessments (PreScore, Freedom Score, Personal Value) plus a financial snapshot to see the full picture fast.
- β2 Β· Goals & Lifestyle TargetsDefine what you want the business to do for you β growth, income, leverage, family transition, or a future sale.
- β3 Β· 90-Day Action PlanTurn the gaps into a focused first sprint with owners, deadlines, and weekly priorities.
- β4 Β· Value Builder UpgradesWork the 8 value drivers to raise what the company is worth and make it less owner-dependent β useful whether you grow, borrow, or sell.
- β5 Β· Tax-Smart Wealth PlanConnect business value to your personal finances, with tax-smart moves for income, financing, transition, or proceeds.
- β6 Β· Succession & Fairness MapIf a family or key-employee transition is on the table, design the path while protecting non-active children and cash flow.
- β7 Β· Team Coordination & ExecutionQuarterback your CPA, attorney, banker, FA, and insurance on one plan with quarterly reviews.
Get Your Scorecard
Answer a few quick questions to get your free Business Value Scorecard.
See Your Results
See your valuation range and where value is leaking or hiding.
Book Your Clarity Call
Grab a time to review your number and get a prioritized, tax-smart roadmap tied to your goals.
Act With a Quarterback
Move on your options with a coordinated team and quarterly reviews.
Experience Behind Your Number
30+ Years With Owners
More than three decades advising business owners β and an owner herself β so the guidance is grounded in real experience.
Independent, Not Captive
An independent advisor β not tied to one financial company β who works alongside your CPA, attorney, and banking professionals.
A Proven Method & National Resources
Uses the Value Builder System to measure and improve business value, backed by national resources through Valoram.
One owner believed his company was worth over $8 million. After a professional valuation, he learned it was closer to $5.7 million β and understood exactly why. That clarity let him focus on improving the value drivers before beginning transition planning, working to raise the value of his business before exiting.
Get Your Free Business Value Scorecard
Answer a few quick questions and get your Business Value Scorecard score in about 15 minutes β plus a free eBook, The 8 Key Drivers of Company Value, the moment you finish.
- Your score across the drivers of company value β owner-dependence, the 8 value builders & financial fit
- Where you stand today: a strong foundation, real gaps, or action needed now
- Your biggest exposure β identify where value is leaking or hiding, and how owner-dependent the business still is
- Your clearest next step toward the options your value opens β growth, leverage, transition, or sale
- A free eBook the moment you finish β The 8 Key Drivers of Company Value β waiting on your results page to download and read before your call
π Complete the scorecard and your score plus your free eBook appear instantly on the next page β no waiting on email.
Dianne Kelley
Dianne Kelley is a financial strategist with Valoram Solutions who helps established business owners turn uncertainty about valuation, taxes, and succession into a clear, tax-smart exit and retirement plan. With 30+ years working alongside business owners β and as an owner herself β she's known for quarterbacking the whole outcome, aligning your CPA, attorney, banker, and wealth advisor around one accountable strategy. Using the Value Builder System to quantify the eight drivers buyers actually pay for, she turns a defendable valuation into practical milestones β so you can grow, leverage, transition, or sell from knowledge, protect your family's fairness, and step into retirement with confidence.
Frequently asked questions
Do I have to be planning to sell?+
I already have advisors β why do I need this?+
How can knowing my value help me right now?+
I'm too busy for a big project.+
Is this a pitch for a financial product?+
What does the clarity call cost?+
Know What Your Business Is Worth β and What It Can Do for You
Whether you want to grow it, leverage it, transition it, or one day sell, it starts with one clear number. In a single clarity call you'll see what matters most in the next 90 days β and the options your value opens up.
Request Your Business Value ScorecardOnly a limited number of new planning engagements open each month